Setting Up Your Call Center Email Reports is as Easy as 1, 2, 3

1. Navigate to portal.clarityvoice.com, you should see the login page:

2. Enter your Extension and Domain, for example, 200@handyman, along with your password. If you don’t know your password, click Forgot Password to have a password reset email sent to you. Click Login.

3. To set up your Email Reports, click the Call Center button at the top of the page.

4. Click the drop-down arrow next to Reports and select the new Email Reports option.

5. Email Reports can be sent in varying frequencies including monthly, weekly and daily.

6. There are four types of reports:

  • Call Queue
  • Agent
  • Dialed Number
  • Summary (includes the top data from each of the other 3 reports)

7. Depending on the time period selected, you will be prompted to enter applicable time and date settings:

  • Daily Report – set the time you would like to receive the report each day
  • Weekly Report – set which day of the week and time to receive the report
  • Monthly Report – set which day of the month to receive the report. The previous month’s data will be emailed on that day. *NOTE: Setting the day to ‘1’ will send the full previous month calendar

8. Click Next to continue.

9. In the advanced options you can customize the contents of the reports for the varying statistics. Up to 10 different statistics may be chosen per report.

10. There can be up to four extra email addresses added to receive the given reports.

11. If you would like the raw data, including all the available statistics, then check Attach CSV to Email.

12. When the configuration is complete, select Save. The Email Reports will then be scheduled.

Modifying/Deleting Email Reports

To modify or delete any of the Email Reports, simply un-check the Type of report(s) and click Save.

If you have any additional questions or require additional assistance, please contact Support at 800.676.3995. We are available 8 AM to 9 PM EST, Monday through Friday. Or, feel free to contact us on our support page at: https://clarityvoice.com/support/