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Version: Unreleased

Intro

The Auto Trigger feature automates the entire report lifecycle—from data extraction to delivery. Instead of manually running queries and generating reports, you configure once and let AutoTrigger handle the rest on a scheduled basis or on-demand.

The schema defines the structure for configuring automated jobs.

Quick setup​

Typical setup time: 1–2 minutes for a basic report (select a query, pick a format, add a delivery channel and save).

Steps to get started​

  1. Copy an ES query from the Calls view (or create a selection) and paste it into a sources entry.
  2. Add an output.formats (for example toCsv, toJson, or toPdf) and set parameters if needed.
  3. Choose a delivery channel (email, API) and configure destination details.
  4. Save and click Run Now to validate output immediately; outputs appear in the execution history with download links.

Common use cases​

  • Operational dashboards – daily summaries of key metrics like call volumes, error rates, and capacity usage
  • SLA and exception alerts – notifications when metrics breach thresholds or SLA targets are missed
  • Nightly exports – automated data extraction for backup, archival, or downstream system loading
  • Compliance and audit reports – periodic documentation of system activity for regulatory requirements
  • On-demand investigations – ad-hoc exports for analysis and sharing findings with teammates
  • API integrations – push data to custom tools, trigger ETL pipelines, or create tickets in Jira/ServiceNow
  • Visual PDF reports – professional reports with charts and visualizations for executive communication

Documentation​