Scheduled Reports & Executive Digests
Keep executives, support directors, and team leads informed with automated KPI summary reports.
Popular Digest Schedules
| Report Type | Frequency | Key Metrics Included |
|---|---|---|
| Executive Summary | Weekly (Monday 8:00 AM) | Total conversation volume, CSAT score, First Contact Resolution rate, AI containment %. |
| Daily Operations Digest | Daily (End of Day) | Calls handled, queue SLA compliance, top contact drivers, agent attendance. |
| QA Quality Audit | Monthly (1st of month) | Team scorecard averages, compliance pass rates, top coached skills. |
Creating a Scheduled Report
1. Navigate to Scheduled Reports
Go to QA Analytics → Reports & Trends → Schedule Report.
2. Select Metrics & Filters
Choose which departments, channels, or agent teams to include.
3. Choose Delivery Method & Frequency
- Email: Send PDF / CSV summary to leadership email distribution lists.
- Slack / Teams: Post an executive summary card into a dedicated management channel.
Related Guides
| If you want to… | Read |
|---|---|
| View analytics dashboards | Reports & Trends |
| Track customer satisfaction | CSAT Surveys |