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Scheduled Reports

Scheduled reports automate the delivery of Exotel call logs, CDRs, SMS reports, and usage summaries directly to your inbox. Instead of manually exporting data each day, configure a schedule and receive reports at the frequency you need.

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Scheduled reports are available on Growth and Enterprise plans. Starter plan users can manually export reports from the Call Logs and CDR Reports pages.

Creating a Scheduled Report​

Step-by-Step Setup​

  1. Log in to my.exotel.com
  2. Navigate to Reports > Scheduled Reports
  3. Click Create Schedule
  4. Configure the report parameters (see sections below)
  5. Click Save Schedule

Report Configuration Options​

SettingDescriptionOptions
Report NameA descriptive name for identificationFree text (e.g., "Daily Call Summary")
Report TypeThe type of data to includeCall Logs, CDR, SMS Report, Usage Summary
FrequencyHow often to generate and sendDaily, Weekly, Monthly
TimeWhen to generate the reportSelect hour (IST)
Day of WeekFor weekly reports, which dayMonday -- Sunday
Day of MonthFor monthly reports, which date1 -- 28 (or "Last Day")
FormatFile format for the attachmentCSV, Excel (.xlsx)
RecipientsEmail addresses to receive the reportUp to 10 email addresses

Frequency Options​

Daily Reports​

  • Generated every day at your specified time
  • Covers the previous 24 hours of data (midnight to midnight IST)
  • Delivered as an email attachment by the configured time

Best for: Operations teams monitoring daily call volumes, support teams tracking daily SLA compliance.

Weekly Reports​

  • Generated once per week on your specified day
  • Covers the previous 7 days (Monday -- Sunday or your configured week start)
  • Delivered as an email attachment on the configured day and time

Best for: Managers reviewing weekly performance trends, finance teams tracking weekly spending.

Monthly Reports​

  • Generated once per month on your specified date
  • Covers the entire previous calendar month
  • Delivered as an email attachment on the configured date

Best for: Finance teams for billing reconciliation, leadership for monthly business reviews.

Filtering Scheduled Reports​

Apply filters to narrow the data included in each scheduled report:

FilterDescriptionApplicable Report Types
Date RangeAutomatically set based on frequencyAll
DirectionInbound, outbound, or bothCall Logs, CDR
StatusCompleted, failed, busy, no-answer, etc.Call Logs, CDR
ExoPhoneSpecific virtual number(s)Call Logs, CDR, SMS
SMS TypeTransactional, promotional, OTPSMS Report
Agent/UserSpecific agent or userCall Logs, CDR
Minimum DurationOnly include calls above a duration thresholdCall Logs, CDR
info

Filters are applied at report generation time. If you change filters on an existing schedule, the changes take effect starting with the next scheduled generation.

Managing Recipients​

Adding Recipients​

Each scheduled report can have up to 10 email recipients:

  1. In the scheduled report configuration, find the Recipients field
  2. Enter email addresses separated by commas
  3. Both internal and external email addresses are supported
  4. All recipients receive the same report attachment

Recipient Notifications​

Recipients receive:

NotificationContent
Email with attachmentThe report file (CSV or Excel) attached to the email
Email body summaryHigh-level summary including record count, date range, and key metrics
Error notificationIf the report fails to generate, recipients are notified with the error reason
warning

Email attachments are limited to 10 MB. If your report exceeds this size, the email will contain a download link instead of an attachment. The download link expires after 7 days.

Managing Scheduled Reports​

Viewing All Schedules​

  1. Navigate to Reports > Scheduled Reports
  2. View the list of all active and paused schedules
  3. Each schedule shows: name, type, frequency, next run time, last run status

Editing a Schedule​

  1. Click the Edit icon next to the schedule
  2. Modify any configuration parameter
  3. Click Save Changes
  4. Changes take effect from the next scheduled run

Pausing and Resuming​

  • Pause: Temporarily stop a schedule without deleting it. Click the Pause button.
  • Resume: Re-activate a paused schedule. Click the Resume button.

Deleting a Schedule​

  1. Click the Delete icon next to the schedule
  2. Confirm the deletion
  3. Deleted schedules cannot be recovered

Scheduled Report Data Fields​

Call Log Report Fields​

FieldDescription
Call SIDUnique identifier for the call
Date/TimeCall initiation timestamp
FromOriginating number
ToDestination number
ExoPhoneVirtual number used
DirectionInbound or outbound
StatusFinal call disposition
Duration (seconds)Total call duration
PulsesNumber of billable pulses
CostCharge for the call
Recording URLLink to call recording (if available)

SMS Report Fields​

FieldDescription
SMS SIDUnique identifier for the message
Date/TimeMessage submission timestamp
FromSender ID
ToRecipient number
TypeTransactional, promotional, or OTP
StatusSent, delivered, failed, etc.
DLT Template IDDLT-registered template identifier
CostCharge for the message

Troubleshooting​

IssuePossible CauseResolution
Report not receivedEmail in spam/junk folderWhitelist Exotel's email domain
Empty reportFilters too restrictive for the periodBroaden filters or check date range
Report delayedHigh system load during generationWait 1 -- 2 hours; reports may be delayed during peak times
Download link expiredMore than 7 days since generationRe-generate the report manually from the dashboard
Attachment too largeReport data exceeds 10 MBNarrow filters or split into multiple schedules