1. Log in to the Akixi Horizon Dashboard.

  2. Open the sidebar at the top left and click Reporting.

  3. Click the plus button at the bottom of the sidebar menu to create a new report.

  4. A new window opens. Enter the following information on the first tab:

  5. In the Scheduling tab, enter the following information. Adjust the Run Between Hours to times that suit the business - just ensure that all calls will be captured in the timeframe:

  6. Click OK to set up the report. A new folder will be created and the report will be generated!

  7. Once the report is created, hover over it in the sidebar and click the options menu against it. Then click Copy Report.

  8. Click the same button again on the copy and instead modify the report.

  9. Change the name of the report in the first tab to ‘Today’s Calls - 15 past'.

  10. In the scheduling tab, set the run at minute (hour) option to 15:

  11. Save the report.

  12. Repeat steps 8-12 two more times, adding 15 minutes to the report name and the run at minute (hour) value, to get four reports that are sent at 00 past, 15 past, 30 past and 45 past! Or, copy the report as many times as you like to schedule reports up to every 5 minutes, making sure to set the run at minute option and report name correctly for each one.

  13. Contact your Akixi account manager and ask them to change the global email address that receives scheduled reports to your OneUp webhooks email address. When this is done, OneUp will start receiving your reports!

  14. It’s important to also turn off scheduling for any reports that aren’t in the OneUp folder, as these could interfere with your stats on our system.


This will create a set of reports that are scheduled to go off every 15 minutes.


Troubleshooting

If you still require help on this topic, get in touch with our support team via the chat system or email support@oneupsales.co.uk.

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