If you regularly produce a report of specific criteria, you can store the criteria in the system, saving you time in the future. When you need to generate the report, all you will have to do is select the report to load and click “Generate.”

NOTE: Only the account administrator and users who the admin has enabled with Reporting permission can generate call reports for your company.

To save report criteria:

1. Log into Aptela as the admin or user: my.aptela.com.
2. Click Reports at the top of the page.
3. Set your filter option(s):
   • Date Range: select one of the Preset Date options.
   • Call Type: select the call direction or type.
   • Users: select the specific user, phone and voicemail extension(s).
   • Departments: select the specific department extension(s).
   • Destination Number: select the specific phone number(s).
4. Click Save Report.
5. Enter a Report Name.
6. Click OK.

To generate a report with saved criteria:

1. Go to the Reports page within your account.
2. Click the Load Report button.
3. Select your report.
4. Click Load Report.
5. Click Generate Report.
6. If prompted, save or open the file.

To delete a saved report, click Load Report, within the “report selection” window, click on the report name, click Delete, and then close the window.

To add criteria to, or to remove criteria from, an already saved report, load the existing report, add or remove the necessary criteria, click Save Report. Unless you need a new report name, save over the existing name.