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Reporting & Analytics

Automated Exports — Reports Delivered Without Lifting a Finger

Schedule automatic report exports to arrive in your inbox — daily, weekly, or monthly. The right data, in the right format, delivered to the right people at the right time. No manual report pulling, no missed deadlines.

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automated exports, scheduled report delivery, automatic report generation, contact centre data exports
Feature

Set it up once — reports arrive on schedule, every time

Automated exports eliminate the daily ritual of manually pulling reports. Configure which reports, which format, which recipients, and which schedule — and the platform handles the rest. Reports arrive in inboxes before the morning coffee.

📅

Flexible Scheduling

Schedule exports daily (previous day's data), weekly (Monday summary), monthly (full month analysis), or at any custom interval. Set delivery times so reports arrive when recipients need them most.

Benefit: Reports arrive on schedule without anyone needing to remember to pull them.

📄

Multiple Formats

Export reports as CSV for spreadsheet analysis, PDF for management presentations, or both. CSV exports are ready for import into Excel, Google Sheets, or your business intelligence tools.

Benefit: Data in the format your team actually uses — no conversion steps, no compatibility issues.

👥

Multi-Recipient Delivery

Send different reports to different people. The operations director gets the executive summary, team leaders get their team's stats, and the compliance officer gets drop rate and TPS reports — all automated.

Benefit: Everyone gets the data they need, nothing they don't — tailored delivery at scale.

🔗

BI Tool Integration

For advanced analytics, automated exports can feed data directly into third-party BI tools, data warehouses, or custom dashboards. Standard CSV format ensures compatibility with virtually any system.

Benefit: Connect contact centre data to your wider business intelligence ecosystem effortlessly.

Action

How automated exports work

Configuration takes minutes. Select the report, choose your format and recipients, set the schedule, and you're done. The platform generates and delivers the report automatically from that point forward.

  • Select report type — Choose from any standard or custom report in the platform.
  • Choose format — CSV, PDF, or both. Specify column selections for CSV exports.
  • Add recipients — Enter email addresses for everyone who needs the report. Different reports can go to different people.
  • Set schedule — Daily at 7am, weekly on Mondays, monthly on the 1st — or any custom interval that suits your workflow.
  • Runs unattended — Once configured, exports run automatically. No manual intervention, no forgotten reports.
📤

Export Schedule

Configured once. Delivered forever.

Daily summary 7:00 AM
Weekly review Mon 8:00 AM
Monthly report 1st of month
Format CSV + PDF
Benefit

Reclaim the time you spend pulling reports

In most contact centres, someone spends the first 30 minutes of every day pulling yesterday's reports, formatting them, and emailing them to the management team. Multiply that by five days a week, 52 weeks a year — that's over 100 hours spent on a task a machine can do in seconds.

Automated exports reclaim that time. Reports arrive in inboxes before anyone sits down at their desk. The data is fresh, the format is consistent, and nothing gets forgotten. Managers start their day with insights instead of starting it with data extraction.

For client-facing operations, automated exports ensure your clients receive their reports on time, every time — building trust and demonstrating professionalism without adding to your team's workload.

Time Saved

100+ hours per year. Automated.

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Stop pulling reports manually

Request a demo and see how automated exports deliver the right data to the right people — on schedule, every time.

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