The short answer
Setting one up
A report belongs to a portal login and goes to that login's email address. On the Users page, open the login, find the Email Reports section, and add a row:
- Type. Group Calls, meaning every call, or Unreturned Calls, meaning the missed calls nobody has called back.
- Extensions. The people to cover. Leave it blank for the whole company.
- Name. It appears in the subject line as "Your Company - Daily Report Name," so name it for what it covers.
- Period. Daily or weekly. There are no other intervals.
- Spreadsheet. Tick it to attach the call list as a file.
Anyone with an Advanced login can set this up. Someone who should receive a report but has no login needs one; a Reports-type login is enough. See portal logins and what each can see.
What the email contains
One block of numbers, incoming, outgoing, missed and total, for the period, and the call list when the spreadsheet is ticked. A daily report covers the previous day and arrives in the morning; a weekly report covers the previous week.
Per-person numbers
A row that covers several extensions adds them into one set of totals. For a number per agent, add one row per agent, each with the person's name in the report name, and each arrives as its own email.
The unreturned list each morning
An Unreturned Calls row is the best use of this feature: a list of every missed call nobody has called back, in the inbox of the person who works them. It matches the Unreturned tile on the Reports page. See missed calls and the Unreturned tile.
If the reports stop arriving
A report that arrived every morning and stopped on one day, with nothing changed, is almost always a block on the address after a bounce. See notification emails stopped arriving.