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How do I schedule call log reports in Virtual Office Configuration Manager?
8x8 Support Knowledge Base

How do I schedule call log reports in Virtual Office Configuration Manager?

Note: Click here to see how to schedule call log reports in Account Manager, the legacy version of Virtual Office Configuration Manager.

Virtual Office admins have access to detailed call log reports. These reports can be sent to an email address of your choice on a daily, weekly, or monthly basis. You can set this up when you create your reports or you can edit existing reports to include this feature. 

To schedule a call log report

  1. Log in to VO Configuration Manager.
  2. Click the arrow next to the User Profile icon in the top right corner of your screen.
  3. Select Billing Call Log from the drop-down. This will bring you to the main dashboard where you can view or edit call volume reports.
    VO CM Billing Call Log.jpg
  4. From the left menu, select Call Details or Call Summary.
  5. Click New to create a new report.
  6. Select From Template or Start Blank and click Select.
  7. If you chose From Template, select the template and click Create.
  8. Select the desired Date Range and Metrics. You can preview your report by click the green Preview icon in the top right corner of your screen.
  9. Save your report.
  10. Click the Schedule Reports icon.
    VO CM Scheduling Call Log Report.jpg
  11. Complete the fields below. The following fields are required, but you can also set an End Date and include a Message
    • To: Enter the email addresses to which you want to send this report. 
    • Subject: The subject will automatically populate with 8x8 Analytics - [Report Name], but you can edit this by clicking Change.
    • Frequency: Choose from Once, Daily, Monday to Friday, First Day of the Month, Weekly, or Monthly.
  12. Click Schedule.
  13. Click the Save icon to finalize all changes.

To edit an existing report

  1. Go to Call Details or Call Summary.
  2. Click More Options (three dots) next to the report that you want to edit.
  3. Click Edit.
  4. Check that the Date Range and the Metrics are set to your desired values. You can preview your report by click the green Preview icon in the top right corner of your screen.
  5. Click the Schedule Reports icon.
    VO CM Scheduling Call Log Report.jpg
  6. Complete the fields below. The following fields are required, but you can also set an End Date and include a Message
    • To: Enter the email addresses to which you want to send this report. 
    • Subject: The subject will automatically populate with 8x8 Analytics - [Report Name], but you can edit this by clicking Change.
    • Frequency: Choose from Once, Daily, Monday to Friday, First Day of the Month, Weekly, or Monthly.
  7. Click Schedule.
  8. Click the Save icon to finalize all changes.