Schedule Report

📅 Scheduled Report – Kasookoo Dashboard

The “Schedule Report” feature lets users automate the delivery of call reports to specific recipients at chosen intervals — ideal for performance tracking and team monitoring.
🔄 How to Access

Navigate to Reporting > Call Metrics

Select the Outgoing tab

Click the Schedule tab at the top right

📝 Fill in the Schedule Fields

Field Description
Report Choose between Agents Wise Report or Call Wise Report
Repeat Select how often to send the report: Daily
Start Date Set the date when the report should start being sent
Recipients Enter one or more email addresses (comma-separated)
File Format Select your preferred format (currently only CSV is available)
Description Optional: Add a short label to describe the report (e.g., "Weekly Agent Stats")
📤 To Schedule the Report

After filling all fields, click the “Schedule Report” button to activate automated delivery. You’ll see your scheduled reports listed in the table below with options to view or manage.
💡 Pro Tip:

Use the “User Stats” or “More Stats” tabs beforehand to preview data breakdowns by user or call details — it helps tailor the right report for the right audience.