Course13:IT Connect - 09.3 Reports

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How to configure the Reports App

What it is

The Reports App is intended for administrators and allows to create lists of calls made in the system.

Who shall see the reports

For data protection reasons, call reports are usually available to administrators only. This is why only the Config Admin template screenshot.png has a check-mark for Reports.

However, you don't need to be a full administrator to have access to Reports. It is enough for a user to have the Reports App assigned. For example, you could configure the system so that Mario Rossi has access to Reports and the Business hours App but not to other admin Apps (such as e.g. UsersAdmin).

To do so, proceed as follows:
  • create a new template called Reporting and Business hours Admin
  • let it inherit from Config User and Business hours operator
  • tick the Reports check-mark in the Apps part of the template (leave everything else as is)
  • assign the screenshot.png new template to Mario Rossi
(Further Hints) Tip: you can start a myApps session for Mario Rossi in another browser (you could for example use Chrome if you run your own myApps session in Firefox. Also, the native myApps client behaves like a different browser). This way, you can see screenshot.png the effect of your configuration directly in this new session. Keep in mind that the Reports App will first show up in the All Apps area, not on the home screen.


You may ask yourself "Why do we need to inherit from Config user when we already inherit from Business hours operator and this in turn inherits from Config user" ?

(Further Hints) Template inheritance is not transitive. In other words, if C inherits from B and B inherits from A, C does not inherit from A. Instead, you must inherit from from A explicitly in C.

Which calls can be seen in the reports?

As we have seen, the reports can be seen by those users who have the Reports App assigned to them.

The users whose calls can be included in a report however must screenshot.png have a Reporting license assigned to them (yes, the App is called Reports while the license is called Reporting).

Configure the system so that calls for all users can be included in the reports.

Exporting CDRs

After you click the Show results button you can screenshot.png download the report as CSV file or as PDF.

CDR deletion

By default, the Reports App deletes CDRs after 90 days. If you want to keep the CDRs indefinitely or change the duration of keeping the CDRs , you can go to the screenshot.png PBX Manager Plugin of your Reports App (which is called AP reporting) and screenshot.png change the configuration to your liking.

(Further Hints) By the way, believe me, you don't want to set it to disabled. CDRs will quickly fill your database and one day, your AP's disk will be full and it will not boot any more and fish-help.png you're in trouble.


The remaining field sections (Account for the CDR authorization and Account for the myPBX call list) are normally not used. The latter is only for upward compatibility with pre-v13 versions and the first requires, if set, further configuration which is beyond the scope of this course).