Omnia Admin Reports: Scheduled Reports

This guide provides step-by-step instructions on how to manage scheduled reports within the Omnia Admin Portal.

Voxo

**Access to this Report:** - Access to this report is based on your user role. You may not be able to access and view a specific report and all of its features if your role does not permit it.

Accessing Scheduled Reports

**Navigate to Scheduled Reports**: - Go to the [**Admin Portal**](https://app.voxo.co/dashboard) and sign in. - Click the **Reports** tab to expand it, then select **Scheduled Reports**.

View Scheduled Reports

**View Scheduled Reports:** - The table displays the following columns: - **Name**: The name of the scheduled report. - **Module**: The report module (e.g., [**Call Records**](https://scribehow.com/shared/Omnia_Admin_Reports_Call_Records__imIZZvN2TKWGf4aynAImog?referrer=documents), [**Queue Summary**](https://scribehow.com/shared/Omnia_Admin_Reports_Queue_Summary__1Jg1uGdhSyCE8P9pF7S88g?referrer=documents), [**Agent Activity**](https://scribehow.com/shared/Omnia_Admin_Reports_Agent_Activity__4Tj2RynhQA-N-MSQwvvSLA?referrer=documents), [**Queue Log**](https://scribehow.com/shared/Omnia_Admin_Reports_Queue_Log__znAmyxjCSQW3JPiHRO71Ag?referrer=documents)). - **Frequency**: How often the report is sent (e.g., Daily, Weekly, Monthly). - **Creator**: The email address of the report creator. - **Recipients**: The email addresses of the report recipients. - Click on the column headers to sort the reports by that column.

Editing a Scheduled Report

**Edit a Scheduled Report:** - Click the **Edit** button next to the scheduled report you want to edit or click directly on the report.

**Update Report Settings:** - When you select a scheduled report, you can modify the report name, frequency, recipients, and enable/disable the report as needed. - The current settings are displayed for: - **Name**: The name of the scheduled report. - **Frequency**: How often the report is sent. - **Recipients**: The email addresses of the report recipients. - **Module**: The report module. - **Creator Email**: The email address of the report creator. - **Filters**: The filters applied to the report. - Click **Save** to apply any changes.

Exporting Scheduled Reports

- Click **Export** to download a list of Scheduled Reports in CSV format.

Deleting a Scheduled Report

**Delete a Scheduled Report:** - Click the delete icon (trash can) next to the scheduled report you want to remove. - Confirm the deletion in the prompt that appears.

**Related Documents**: 1. [**Omnia Portal User Guide**](https://scribehow.com/page/Omnia_Portal_User_Guide__krO6wF6TQ86D0Kl4o1JLGg?referrer=documents)**:** Essential steps for navigating and using the Omnia User platform. 2. [**VOXO Mobile Application User Guide**](https://scribehow.com/page/VOXO_Mobile_Application_User_Guide__4pqc5ST2TY2R6f5pgzQvZw?referrer=documents): Key steps for navigating and using the VOXO Mobile app.