Before you start
- You need an admin role.
- Your workspace needs outbound email delivery configured, and the Scheduled reports notification category turned on in your email settings — a schedule alone doesn’t send anything if either is off.
Steps
1
Go to Report schedules
Select your name, then Settings, then Report schedules, then New schedule.
2
Choose the report
Select which standard report to send — Campaigns, Agents,
Call volume, Compliance, or Dispositions.
3
Set the cadence
Choose Weekly and a day of the week, or Monthly and a day of the month (1–28).
4
Set the send time
Enter the Hour to send, in UTC — not your workspace’s local time zone.
5
Add recipients
Enter one or more email addresses. Recipients are exact email addresses you type in, not a
picker of workspace users.
6
Save
Confirm Enabled is on, then select Save.
Verify
Each recipient receives an email at the scheduled time containing a short summary — four
headline metrics — and a link back to the live report in Get2Dial.
Common problems
- No email arrives. Confirm Scheduled reports is turned on in your workspace’s email notification settings, and that your outbound email delivery itself is configured.
- It sent at the wrong time. The hour you set is UTC, not your local time zone — convert before entering it.
- A recipient isn’t in the list of workspace users. That’s expected — recipients are plain email addresses, not tied to a Get2Dial account.