🚧 Feature is in beta
Beta means the feature is still being refined based on customer feedback, so small changes may occur as we improve it.
To get access, contact support@voyc.ai or your Voyc Account Manager.
Why This Matters
Teams often need the same reports for weekly check-ins, monthly reviews and stakeholder updates. Pulling those reports manually takes time, invites inconsistency and usually happens when nobody wants to be awake.
Report Scheduler lets you schedule any Voyc report with customised filters and automatic delivery at a chosen cadence. Once it is set up, reports arrive consistently and on time, without manual effort or last-minute exporting.
How Report Scheduler Adds Value
Cuts down manual reporting effort so teams can focus on insights, not exports
Ensures reports are delivered consistently using saved filters
Keeps stakeholders aligned with timely, relevant data
Supports both one-time reporting needs and recurring reporting cycles
🤚Permissions: You will need to have to be an Organisation Owner or Admin to be able to schedule reports
Where To Find Report Scheduler
Navigate to Reports in the left panel and select Schedule.
You will land on the Once-Off Reports tab by default.
Understanding The Report Scheduler Pages
The Report Scheduler is organised into two tabs, making it easy to manage both one-time and recurring reports from a single place.
Once-Off Reports
This tab shows all scheduled and delivered Once-Off reports.
Table columns include:
Name
Report Type
Run Date
Level (Organisational or Channel)
Status (Scheduled or Delivered)
Actions
Available actions depend on status:
Scheduled reports show Edit, View and Delete
Delivered reports show Reschedule, View and Delete
Edit - View and edit your report
View` - View the report details. An option to edit is here too.
Delete - this will delete the scheduled report
Reschedule - this will allow you to reschedule the same report.
📝 Note: You will only be able to edit and delete your own reports. You can view only your reports by toggling the Filter by My Schedules.
Recurring Reports
This tab displays all reports scheduled to run on a recurring cadence such as daily, weekly and monthly.
Table columns include:
Name
Report Type
Level
Status with an Active / Inactive toggle
Actions: Edit, View and Delete
The status toggle allows you to pause a recurring report without deleting its configuration.
Helpful Controls
My Schedules toggle: Filters the list to show only reports you created
Report counter: Displays how many scheduled reports you currently have
📝 Note: Once you reach your maximum allowed Once-Off reports, will need to delete or delete existing schedules before creating new ones. You will still be able to create recurring reports, however they will be set to inactive on creation, you will need to deactivate another report before you are able to activate the new one.
How To Schedule A New Report
📝 Note: The Channel level Raw Data Report is not included in the Report Scheduler function. This will need to be generated through the Generate tab under the Reports panel.
Select Schedule New Report in the top right corner from either tab.
Step 1: Select The Report
Choose the Report Level, Organisational or Channel
Select the relevant Report Type card
Select Next Step at the bottom right
Step 2: Schedule Delivery
This step is where you choose whether the report runs once or on a recurring cadence.
Select Once-Off or Recurring
Configure delivery:
Once-Off: Choose execution date and delivery time
Recurring: Choose frequency (Daily, Weekly or Monthly), day of the month / week and delivery time. If you Choose Daily, select the days of the week you would like to receive your report.
Enter a clear, descriptive Report Name e.g. Monthly Dead Air Report
Optional: Select Recipients from the dropdown. If you do not select a recipient the report will be sent to whomever created the scheduled report.
Optional: Add a Team by selecting an option from the list or searching for the team. If there is no team available, there is none set up for your organisation.
Select Next Step
💡 Tip: Use names that make sense to anyone receiving the report. Clear naming prevents confusion later. This name also shows in the Report Library, so it's how you'll spot this report later.
Step 3: Configure Report Required & Recommended Filters
Configuration options depend on the report selected, but standard settings include, but are not limited to:
Channels: Required for Organisational reports, not required for Channel reports
Reporting Period:
Last Week
Week To Date
Last X Days (1–90)
Last Month
Month To Date
❗ Important: Reports can only look back a maximum of 90 days.
Optional filters may include:
Confidence Range: Minimum and maximum percentage
Call Length: Minimum and maximum minutes
Select Next Step when finished.
💡 Tip: You can go back a step by selecting Previous Step
Step 4: Additional Filters (Optional)
If you selected a Channel Level report, you can Filter by Attribute as well as Group by Attribute.
Select an Attribute from the dropdown lists.
Select Next Step when done.
Step 5: Confirm and Schedule
Review all configuration details on the confirmation screen.
Select the Previous Step button or Back arrow in the top left to make changes
Select Schedule Report to finalise
A confirmation pop-up will appear with two options:
Create Another Schedule
Done, which returns you to the scheduler overview
Here is a quick walkthrough:
Viewing a Schedule's Details
Select the View icon (the eye) next to any report on either tab and a pop-up opens with the full set-up. This is especially useful when you have a few similar schedules and want to be sure which is which before you edit or delete anything.
At the top you'll see the Report Type (with its level in brackets, for example Agent Detail (Channel)), the Schedule Type and who it was Created By. The delivery details depend on the schedule:
Once-Off: the Execution Date and Execution Time
Recurring: the Frequency (for example, Monthly on day 31 at 08:00 PM) and the Next Run Date
Under Report Content you'll find the filters the report runs with: Range, Confidence Level, Call Length and Channel. Anything you haven't limited shows as "No limits applied". Channel Level reports also show Agents, Attributes and Tags, but only if you used them. Organisational Level reports cover your whole organisation, so you'll only see the channels. Your Recipients are listed at the bottom.
From here you can select Edit or Delete, or Done to close the pop-up.
💡Tip: The pop-up title is your schedule name, which is another good reason to name schedules clearly.
Rescheduling a Once-Off Report
You can reschedule a Once Off Report once it has been delivered by selecting the Reschedule icon.
You will be taken to the scheduled report configuration. Change the execution date and any other available filters if needed. You will not be able to edit the reporting period.
Finding Your Delivered Report
Every report Voyc delivers is saved in the Report Library, so you can track it, download it again and check which schedule and filters it came from. Head to Using the Report Library for the full walkthrough.
The Gist
Report Scheduler automates the delivery of Voyc reports using saved filters and flexible scheduling. It reduces manual effort, improves consistency and ensures stakeholders receive timely insights without repeated setup. Set it once, then let the reports come to you.