How To Run Scheduled Exports From Call History

Written by Marissa Orsini

Updated at April 26th, 2023

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Scope

Intended Audience: Tier 1 Technicians or higher

This article outlines how to schedule exports of CDRs in the Manager Portal

Requirements

Super User Access to Manager Portal

Log in to the Manager Portal
Navigate to Call History
Select Scheduled Exports
Click New Export
In the Basic tab, complete the following fields:
1. Name: Enter a descriptive name for the export
2. Type: Select the frequency at which the export should run
3. Optionally, choose to run the export immediately
4. After Completion: Choose to upload the file via FTP/SFTP, send an email attachment, or do nothing
5. Email Notification: Choose to send an email notification when the export completes
Click Next
In the Options tab, complete the following fields:
- Reseller: Choose a reseller for the export
- Domain: Choose a domain for the export (optional)
- User: Choose a user for the export (optional)
- Include Inbound Calls: Choose to include inbound calls
- Include Outbound Calls: Choose to include outbound calls
- Include Headers: Choose to include report headers
- Off-net Calls Only: Choose to exclude extension to extension and inter-domain calls
- Format: Select a format
Click Add

call history schedule export