Scheduled Reports

Track performance3 min readUpdated 2026-03-12

Scheduled Reports

Scheduled reports deliver the analytics you need straight to your inbox on a recurring basis. No more logging in every Monday morning to pull the same data — JustCall sends it automatically.

How to Create a Scheduled Report

Go to Analytics > Scheduled Reports in the left sidebar.
Click New Schedule.
Configure the report using the settings below.
Click Save Schedule.

Schedule Settings

Setting	Description	Options
Report Name	A label for this schedule so you can identify it later.	Free text (e.g., "Weekly Sales Team Summary").
Data Source	The type of data included.	Calls, SMS, Combined, Agent Performance, or a saved Custom Report view.
Metrics	Specific columns to include.	Select from available metrics for the chosen data source.
Filters	Narrow the data by agent, team, number, direction, or tags.	Same filters available in the Analytics dashboard.
Frequency	How often the report is sent.	Daily, Weekly, or Monthly.
Delivery Day	When the report is sent.	Weekly: pick a day (Mon-Sun). Monthly: pick a day (1-28). Daily: runs every day.
Delivery Time	Time of day the email is sent, in your account timezone.	Select from 30-minute intervals.
Recipients	Who receives the report email.	Enter one or more email addresses. Recipients do not need JustCall accounts.
Format	How the data is attached.	CSV attachment, Excel attachment, or inline summary in the email body.

What the Email Contains

Each scheduled report email includes:

A subject line with the report name and date range.
An inline summary of the top-level metrics (total calls, missed rate, avg duration, etc.).
The full dataset as an attachment in your chosen format.

Managing Existing Schedules

From the Scheduled Reports list, you can take the following actions on any schedule:

Edit — Click the pencil icon to change any setting (filters, recipients, frequency, metrics).
Pause — Toggle the schedule off. The configuration is preserved, but no emails are sent until you resume.
Resume — Toggle a paused schedule back on. The next email sends at the next scheduled time.
Delete — Permanently remove the schedule. This cannot be undone.

Tips for Effective Scheduled Reports

Keep recipient lists focused — Send detailed agent-level reports only to managers. Send high-level summaries to executives.
Use meaningful names — A clear name like "Daily Missed Calls - Support Team" makes it easy to find and manage schedules as your list grows.
Stagger delivery times — If you have multiple schedules, spread them across different times so recipients are not overwhelmed by a batch of emails at once.
Review quarterly — Audit your active schedules every quarter. Pause or delete any that are no longer relevant.

Limits

Each JustCall account can have up to 50 active scheduled reports. Paused schedules count toward this limit. Delete unused schedules to free up capacity.