Reports and Exports
Generate audited CSV reports on demand or prepare recurring scheduled reports for email delivery.
Generate report
Build an on-demand report for the selected agent and date range. The AI Receptionist is the first functional report surface; CSV exports are generated from dashboard data.
Date range
Presets update both dates. Editing either date switches the range to Custom.
Report preview
Select an agent, Jun 24, 2026 to Jul 23, 2026, 11 fields, CSV
Select AI Receptionist to choose report sections.
AI Receptionist CSV exports and emailed reports are audited.