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Extracted Reports

Extracted Reports

XCALLY section

Analytics β†’ Extracted reports

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Overview

The Extracted Reports section is where you can access and manage all the reports you've exported from the Reports section. This includes reports in various formats (CSV, PDF, XLS), and it provides essential information such as report type, status, and extraction details.

This page describes the Extracted Reports section on the New Client Experience, available from version 3.41.0.
We recommend using the New Experience web interface to take full advantage of the latest features.

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In the Extracted Reports section, you can find:

  • Name of the Report: The title of the report.

  • Type of Report: Whether the report is Manual (generated by you) or Scheduled (generated automatically based on a schedule configured in Scheduler section).

  • Date Range (from-to): The date range that the report covers.

  • Generated at: When the report was generated or exported.

  • Timezone FROM VERSION 3.52.0

  • Extraction Status: The status of the report, which can be:

    • Completed: The report was successfully generated.

    • Empty: The report has no data.

    • Error: There was an issue generating the report.

  • Output: The format in which the report was generated (CSV, PDF, XLS).

Timezone column
FROM VERSION 3.52.0

A Timezone column has been added to the extracted reports. This column displays the time zone set in the Account Avatar β†’ Manage Date/Time Format section under the Time Zone configuration.
Timezone is applied only on reports generated manually (not with Scheduler)

Usage scenario: this is especially useful in cases where the administrator and the call center operator are in different time zones (e.g., an administrator in Asia/Tokyo and operators in another region).

  • When reports are manually generated (not via the scheduler), the time zone configured in the system will be applied, ensuring that the report's data reflects the correct local time.

  • The Timezone column in the exported report will indicate the time zone (e.g., Asia/Tokyo) used during the report generation.

  • The Generated At column in the report will display the date and time in the specified time zone.

  • The Date Range from/to filters will also consider the time zone set during the export, ensuring accurate data retrieval.

So if your account is set to Asia/Tokyo, the exported report will use Tokyo’s local time for all timestamps, even if the call center operates in a different time zone.


From the Extracted Reports section, you can perform the following actions:

  • Edit Extracted Report

  • Download Extracted Report

  • Delete Extracted Report

From this view, you can:

  • Search: Quickly search for a specific report.

  • Clear Filters: Reset any applied filters for better navigation.

  • Manage Columns: Select or deselect columns to customize the data displayed.

  • Advanced Search: Enable advanced search options for each field to fine-tune your results.

Download Extracted Reports

The Download Extracted Reports option will be available for reports that are not empty.

By default, reports are limited to 5000 records for CSV and XLS files, and 1000 records for PDF files. If a report exceeds these limits, it will be split into multiple files and compressed into a zip archive.

This splitting feature can be disabled or modified in the Settings V3 General section (under the "split report" option).

if you disable the report split you may lose the reports exceeding this limit!

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The report splitting feature only applies to new reports. Previously generated reports will remain subject to the original configuration used at the time of their creation



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