Reports Archiver

8 min

Overview

The Report Archiver facilitates the storage, and distribution of historical reports. It migrates data from the active Ameyo Database to a Report Database, and finally to a third-party FTP server.

Report Management

Template Management: Users (Administrators) can create custom report templates for frequently used queries. Templates can be edited, deleted, or run on-demand via the Template List.

Output Formats: Reports can be generated in CSV, XLS, PDF, and HTML.

Queue Management: The Queue tab provides a history of all report requests, showing status (Success/Fail), request time, and download links for generated files.

For more information on Contact center reporting, please check out this link IntroductionIntroduction

Automated Scheduler

The Scheduler allows for the automatic generation and delivery of reports based on a set frequency (Hourly, Daily, Weekly, Monthly, Yearly).

Step 1: Create Delivery Profiles

Before scheduling a report, delivery destinations must be configured.

Email Profile:

SMTP Configuration: Set up the Sender Email, Password, and Server details.

Delivery Mode: Choose to send reports as Attachments or Embed them in the email body.

Recipients: Define To, CC, and BCC addresses.

FTP Profile:

Connection: Configure Host IP, Port (Default: 21), Username, and Password.

Destination: Specify the folder path on the remote server where reports will be saved.

Step 2: Configure Schedule

Select Report: Choose from the list of available Ameyo reports (e.g., Agent Productivity, specific Campaign reports).

Set Frequency: Define how often the report runs (e.g., "Every Monday at 9:00 AM").

Data Window: Specify the time range for the data (e.g., "Last Week" or "Current Month").

Advanced Filters:

FTP Configuration: Link an FTP profile for automatic file storage.

Optional Fields: Select specific metrics to include, such as Max Hold Time or Process Name.

Charts: Option to include visual graphs like Abandoned Call Analysis or Queue Wait Time Analysis.

Operational Guidelines

Prerequisites

Licensing: Separate licenses are required for Report Archiver.

Infrastructure:

Dedicated Archiver Server (Windows/Linux).

Network Storage (NAS/SAN) accessible via FTP/Mapped Drive.

Ameyo Call Manager (for VLA) and Ameyo Database access.

Sizing Considerations

Proper sizing is essential for performance. Factors influencing server requirements include:

Total Agents and Calls Per Day.

Average Call Duration.

Retention Period (e.g., 1 year vs. 5 years).

Retention & Cleanup

Data Lifecycle: Data is retained based on the configured policy (e.g., 3 years).

Auto-Cleanup: The system can be configured to automatically purge data older than the retention period to free up storage, though archival to external media is recommended before purging.

Privileges

Privilege Key	Description	Default roles
contactcenter:dacx-cc.admin.reports-archiver:invoke-access	Open Report Archiver and manage templates / schedulers.	Administrator
contactcenter:dacx-cc.admin.reports-archiver.delivery-profile:invoke-access	Create / edit Email (SMTP) and FTP delivery profiles.	Administrator
contactcenter:dacx-cc.admin.reports-archiver.template:invoke-access	Create / edit / delete report templates.	Administrator
contactcenter:dacx-cc.admin.reports-archiver.retention:invoke-access	Configure retention and auto-cleanup.	Administrator

Configuration parameters

Key / parameter	Description	How to configure	Constraints	Sample
Output format	File format for generated reports.	Template editor.	CSV / XLS / PDF / HTML.	XLS.
Schedule frequency	How often the scheduler runs.	Scheduler form.	Hourly / Daily / Weekly / Monthly / Yearly.	Every Monday 09:00.
Data window	Range of data the report covers.	Scheduler form.	Last hour / Last day / Last week / Current month / Custom.	Last Week.
Email delivery profile	SMTP profile used for email delivery.	Delivery Profiles > Email Profile.	Valid SMTP host + credentials.	smtp.example.com:587.
FTP delivery profile	FTP destination for the generated file.	Delivery Profiles > FTP Profile.	Host / port / user / path.	ftp://files.example.com/reports/.
Retention policy	Days / months the archive is kept.	Retention.	1–N years.	3 years.
Auto-cleanup	Whether older data is purged automatically.	Retention > Auto-Cleanup.	On/Off.	On.
Infrastructure	Dedicated Archiver server + NAS/SAN + FTP.	Deployment time; sized by agent / call volume / retention.	Requires licensed Archiver server.	1 Archiver VM, 2 TB NAS.

Limitations

Licensed module — confirm with the Exotel account team before enabling.

Retention is enforced by auto-cleanup; external backup to tape / object storage is recommended before purge.

SMTP delivery obeys the mailbox's own size limit (most providers reject attachments > 25 MB); use FTP for large reports.

Archiving Solution — umbrella doc.

Report Scheduling & Exporting — the console-side scheduler.

Voice Logger and Archival (VLA) / Interaction Archiver — sibling archivers.

High Availability & Disaster Recovery / Understanding Business Continuity Plan (BCP).

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