How to Schedule and Download Reports

01:44 mins
A

Arti

Updated on Dec 22, 2023

How to Download and Schedule Reports on Verloop DashboardIn this video, we will learn about how to download and schedule the reports on the Verloop dashboard. Follow the steps below to get started:Step 1: Go to SettingsFirstly, let's go to the settings.Step 2: Go to ChatThen, go to Chat.Step 3: Click on ReportsClick on Reports.Step 4: Click on the New Report ButtonClick on the New Report button in the top right corner.Step 5: Add Report NameAdd Report Name. Make sure it's easy to remember and reflects the report information.Step 6: Select Report TypeSelect Report Type as Master Report.Step 7: Set FrequencySet how frequently you want to receive the report. You can select from: Monthly, from the first of a month to the 30th or 31st of the month. Weekly, from Monday of every week to the Sunday of next week. Daily, from midnight to 2359 PM of a day. Ad Hoc, you can select a custom range, which spans a maximum of 3 months.Step 8: Add Email AddressesAdd the email addresses you want to send the master report. Separate the email ID with a comma.Step 9: Add Webhook URLFor Webhook URL you can place the API endpoint URL on the given field so that these reports will be directly fetched at your destination. It can be either CRM or any other tool where you want this data to be fetched.Step 10: Create New ReportClick on the Create New Report button. Your newly created report will show up in the list below.Step 11: Download a ReportFor each report, you have the option to edit, delete, or view the report. To download a report, click on the eye icon to view a list of historical reports.That's how you can download and schedule reports on the Verloop dashboard. Adios!