Pure CallerID now supports Scheduled Reports, a fully automated reporting feature that lets you configure recurring data exports and deliver them directly to your inbox, SFTP server, or cloud storage on a defined schedule. Reports can be scoped to a specific workspace, filtered by workflow or campaign, and set to run at any frequency. Once configured, they run automatically with no manual intervention required.
This feature is available under Reports → Scheduled Reports in the platform navigation.
Available Report Types
There are four report types available today. Each is designed to answer different operational and financial questions about your platform activity.
| Report Type | What It Covers |
|---|---|
| Voice Usage Report | Inbound callback call activity by Core campaign |
| SMS Usage Report | Inbound and Outbound SMS messaging details |
| Aegis Interaction Report | Full transaction-level detail for every Aegis-processed interaction |
| Billing Report | Org-level and workspace usage and cost breakdown |
Getting Started
Navigating to Scheduled Reports
- Click the Waffle Menu (grid icon) in the top navigation bar
- Select Reports
- Click Scheduled Reports in the left sidebar
You will land on the Scheduled Tasks view, which displays all existing scheduled reports along with their type, status, schedule, next run time, last run time, and last run status.
Creating a Folder (Optional)
Before adding reports, you can organize them into folders for easier management.
- Click the folder icon ("+") next to the filter bar
- Enter a folder name (e.g., Voice Reports, Billing, SMS)
- Click Confirm
Reports can be dragged and dropped into folders after creation.
Creating a Scheduled Report
Click Add Scheduled Report in the top right corner. A configuration panel will open with the following sections:
Basics
| Field | Description |
|---|---|
| Name | A descriptive name for the report task |
| Description | Optional free-text description of the report's purpose |
| Type | Select the report type (see Available Report Types) |
| Status | Set to Enabled to activate, or Disabled to pause |
Scope
- Workspace — Select the workspace this report should be scoped to. Reports are workspace-specific.
Filters (varies by report type)
- Workflows — For Aegis reports, optionally filter to specific workflows. Leave blank to include all workflows in the selected workspace.
- Include log event details — When checked, the Aegis report will include the full event stream for each transaction. Be aware: This can be a significant amount of raw data.
Schedule
| Field | Options |
|---|---|
| Timezone | Any supported timezone (e.g., America/New_York) |
| Frequency | Hourly, Daily, Weekly, Monthly |
| Time of Day | Enter in HH:MM:SS format |
Reporting Period
Choose the data window the report should cover each time it runs:
- Previous day — Yesterday's data (recommended for daily operational reports)
- Previous week (Mon–Sun) — The prior full week
- Previous month — The prior full calendar month
- Rolling window — A dynamic lookback window
- Custom range — A fixed date range of your choosing
Destination
Reports can be delivered to three destination types:
| Destination | Notes |
|---|---|
| Delivered as a file attachment to one or more recipients | |
| SFTP | Delivered to a secure file transfer endpoint |
| Amazon S3 | Delivered directly to an S3 bucket |
Email Configuration
-
Filename pattern — Customize the exported filename using dynamic tokens:
{{ReportName}},{{Date}},{{PeriodStart}},{{PeriodEnd}} -
Subject template — Customize the email subject line using the same tokens (e.g.,
{{ReportName}} - {{Date}}) - Body template — Optional email body text (e.g., Report attached.)
- To / CC / BCC — Press Enter after each address to add multiple recipients
Click Save when your configuration is complete.
Managing Scheduled Reports
From the Scheduled Tasks list view, each report row includes the following action controls:
| Action | Description |
|---|---|
| Pause | Temporarily suspends the schedule without deleting the task |
| Run Now | Immediately triggers the report outside of its normal schedule |
| Audit Log | View the full history of past runs and their statuses |
| Delete | Permanently removes the scheduled task |
Reports can also be dragged and dropped into folders for organization.
Report Type Reference
Voice Usage Report
The Voice Usage Report covers inbound callback call activity. It is ideal for teams monitoring callback performance, call outcomes, and campaign-level call volume on a recurring basis.
Delivered as: CSV
Fields included:
| Field | Description |
|---|---|
| Timestamp | Date and time of the call |
| From | The originating number |
| To | The number dialed |
| Destination | The destination endpoint |
| Campaign | The Core campaign associated with the call |
| Status | Call result/outcome |
| Duration | Call duration in seconds |
SMS Usage Report
The SMS Usage Report is one of the most data-rich exports on the platform. With up to 14 fields per message record, it provides full visibility into delivery outcomes, carrier fees, message content, error states, and campaign attribution across both Core and Engage messaging activities. Teams processing high SMS volumes will find this report invaluable for delivery auditing, cost reconciliation, and carrier troubleshooting.
Delivered as: CSV
Fields included:
| Field | Description |
|---|---|
| Timestamp | Date and time the message was processed |
| Status | Overall message status |
| From | The sending number |
| To | The recipient number |
| Core Campaign | The Core campaign associated with the message |
| Engage Campaign | The Engage campaign associated with the message |
| Message | The original message content |
| Segments | Number of message segments (relevant for billing and 10DLC compliance) |
| Carrier Fees | Per-message carrier fee applied |
| Message Type | SMS or MMS |
| Sent Status | Delivery status returned by the carrier |
| Sent Message | The final message as delivered |
| Error Status | Error classification if delivery failed |
| Error Message | Detailed error description for failed messages |
Aegis Interaction Report
The Aegis Interaction Report provides transaction-level detail for every call processed through the Aegis platform. It covers the complete interaction lifecycle from the originating number through DataBoost enrichment, DNC screening, SIP call execution, and the full orchestration event stream. This is the most comprehensive export available and is designed to be ingested into BI tools, data warehouses, or operational data stores for ongoing analysis.
Delivered as: CSV
Fields included:
Transaction Details
| Field | Description |
|---|---|
| Id | Unique transaction identifier |
| Timestamp | UTC timestamp of the transaction |
| Workflow | The workflow the transaction was processed through |
| From | The originating number |
| To | The presented (DNIS) number |
| Result | Accepted or Rejected |
| Reason | Reason for the result |
| City / State / Zip | Geographic data of the call |
| Timezone | Timezone of the originating number |
| Local Timestamp | Timestamp adjusted to the local timezone of the call |
| IsTest | Whether the transaction was a system-initiated test |
| PCIDFrom | The Pure CallerID Core number substituted for the originating number, if applicable |
DataBoost Fields
| Field | Description |
|---|---|
| DataBoost.Valid | Whether the number is valid |
| DataBoost.ActivityScore | Score from 0–100 indicating number health; 30+ generally indicates a good number |
| DataBoost.LineType | The line type of the number (mobile, landline, VoIP, etc.) |
| DataBoost.Carrier | The carrier associated with the number |
DNC & Compliance
| Field | Description |
|---|---|
| DNC.Blocked | Whether the number is on the federal Do Not Call list |
| DNC.SANCoverage | Whether the number has SAN (Subscription Account Number) coverage |
| DNC.Reason | Reason for the federal DNC result |
| StateDNC.Blocked | Whether the number is on a state DNC list |
| StateDNC.Reason | Reason for the state DNC result |
| KnownLitigator.Blocked | Whether the number is associated with a known litigator |
| KnownLitigator.Info | Additional detail on the litigator flag |
SIP / CDR Details
| Field | Description |
|---|---|
| SIPCall.Duration | Call duration in seconds |
| SIPCall.Status | SIP response status |
| SIPCall.HangupCause | Text description of the hangup cause |
| SIPCall.HangupCauseCode | Numeric hangup cause code |
| SIPCall.AttestationLevel | STIR/SHAKEN attestation level (A, B, or C) |
Event Stream
| Field | Description |
|---|---|
| Events | The full ordered event log for the transaction — every check, test, and decision recorded in sequence |
When Include log event details is enabled, the Events field contains the complete audit trail for each transaction. These records can be large but represent the most granular view of platform behavior available.
Billing Report
The Billing Report is an Excel file that provides a complete usage and cost breakdown for your organization. It is structured for enterprise customers managing multiple business units, with a consolidated summary tab at the top level and individual workspace tabs for per-entity drill-down — all in a single file.
Delivered as: XLSX (Excel)
Billing Summary Tab
The first tab provides an org-level rollup of all usage and charges across every workspace for the billing period. Each row represents a billable line item type.
Columns: Type, Description, Quantity, Rate, Total
Line item types include (but are not limited to):
| Type | Description |
|---|---|
| CampaignFee | Per-campaign fee for Core pools |
| ByopPoolFee | Fee for Bring Your Own Pool (BYO) campaigns |
| Transactions | Total platform transactions (typically $0.00 base) |
| AegisLiteTransactions | Aegis Lite transaction volume and cost |
| AegisEttTransactions | Aegis ETL transaction volume and cost |
| Messages | SMS and MMS message segment counts and fees (10DLC) |
| MessageCarrierFees | SMS carrier pass-through fees |
| SmsLongCodeFee | Per-campaign fee for SMS 10DLC long code campaigns |
| ProtectNumber | UC Protect number fees |
| Calls | Core callback inbound call volume and cost |
| IntrastateVoIP | Intrastate VoIP call volume and cost |
| InterstateVoIP | Interstate VoIP call volume and cost |
| TaxesAndFees | Communications services taxes (state, local, gross receipts) |
| TRS | Telecommunications Relay Service charges |
| FUSF | Federal Universal Service Fund |
Per-Workspace Tabs
Each additional tab in the file corresponds to a single workspace within your organization. The structure mirrors the Billing Summary tab (Type, Description, Quantity, Rate, Total) but only includes the line item types relevant to that workspace's activity.
This makes it straightforward to share workspace-specific billing detail with individual business unit stakeholders without exposing org-level financials.
Using Report Data Downstream
Scheduled Reports are structured for direct ingestion into your existing data infrastructure. Common use cases include:
- Loading into BI tools (Tableau, Power BI, Looker, etc.) for visualization and trend analysis
- Ingesting into a data warehouse or data store for long-term retention and querying
- Automating agent performance reviews based on call outcome and DataBoost scores
- Informing dialing strategy and carrier route decisions based on SIP CDR data
- Auditing SMS delivery and carrier performance at scale
- Cost allocation across business units using per-workspace billing tabs
- Monitoring DNC and compliance posture continuously
Reports are delivered on your schedule and formatted for immediate use, no manual formatting or transformation required.
What to Expect
- Once saved, reports run automatically at the configured time with no further action required
- The Last Status column on the Scheduled Tasks screen reflects
SUCCESSorFAILEDafter each run - Use the Audit Log on any report to view its full run history
- Aegis Interaction Reports with event stream data enabled can produce large files depending on transaction volume
- SMS Usage Reports can be very high row-count for active messaging customers, plan your destination and ingestion accordingly
- The Billing Report is delivered as an XLSX and includes one tab per workspace in addition to the org-level summary
Access & Permissions
Access to Scheduled Reports is governed by your user role.
- Owner — Full access to create, edit, delete, and run scheduled reports
- Admin / User — Can view existing reports and their run history within any workspace or organization they are credentialed for, but cannot create, edit, or delete reports
If you need a report created or modified, please contact an Owner-level user in your organization. For a full overview of role definitions and capabilities, see User Roles & Permissions.
Need Help?
If you need assistance configuring a scheduled report, selecting the right report type for your use case, or connecting report output to your data infrastructure, please reach out to your account management team or open a support ticket at support@purecallerid.com.