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Set up automatic reports

Get your quality dashboard sent to your email automatically — weekly, twice a month, or monthly.

How to create a scheduled report​

  1. Go to Settings → Reports tab
  2. Choose a cadence:
    • Weekly — pick a day of the week
    • Fortnightly — 1st and 15th of each month
    • Monthly — 1st of each month
  3. Click Save schedule

The first report runs at the configured time, then repeats on the interval.

What's included in each report​

Every scheduled report contains:

  • Dashboard summary widgets

    • Total conversations scored in the period
    • Average score with trend indicator
    • Score trends over time (line chart)

  • Coaching heatmap

    • Average score per agent × category
    • Identifies low-scoring combinations at a glance

  • Agent leaderboard

    • Top 5 agents by average score
    • Medal badges for 1st–3rd place

All metrics reflect current account data (not a snapshot). Filters applied to report settings carry through to each delivery.

Scheduling options​

Weekly​

  • Runs every selected day at 00:00 UTC
  • Example: "Every Monday at 00:00 UTC"

Fortnightly​

  • Runs on the 1st and 15th of each month at 00:00 UTC
  • Example: "1st and 15th at 00:00 UTC"

Monthly​

  • Runs on the 1st of each month at 00:00 UTC
  • Example: "1st of each month at 00:00 UTC"

Scheduled reports configuration

Managing your schedule​

View next delivery: Look for "Next delivery" date displayed after saving — confirms the schedule is active.

Change cadence: Select a new cadence and click Save. The new schedule takes effect immediately.

Stop reports: Clear the cadence selection and save. No further reports will be sent.

Filters & recipients​

  • Report metrics reflect the account's current data (not filtered by channel/team unless applied in Settings)
  • Recipients are configured separately in the Reports tab
  • Recipients receive the PDF report via email at the scheduled time

Tips​

  • Test with weekly cadence first to review report format
  • Adjust cadence to match your coaching cycle (weekly for active coaching, monthly for summary reviews)
  • Share reports with team leads for channel/department-level coaching