--- title: Reports Archiver slug: contact-center/7ENB-and-reports-archiver-solution docTags: createdAt: 2025-12-18T18:25:23.930Z --- # 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. ::::LinkArray{contentSource="CUSTOM"} :::LinkArrayItem{headerType="COLOR" headerColor="#C7D2FE"} For more information on Contact center reporting, please check out this link **[Introduction](docId\:nWoURz6fw0aNJDsS6hvkn)** ::: :::: ### 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** 1. **Select Report:** Choose from the list of available Ameyo reports (e.g., Agent Productivity, specific Campaign reports). 2. **Set Frequency:** Define how often the report runs (e.g., "Every Monday at 9:00 AM"). 3. **Data Window:** Specify the time range for the data (e.g., "Last Week" or "Current Month"). 4. **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. ## Related pages - **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)**.