• Email Settings configure the email account to use. 
• Report Settings, parameters to configure report formats and other features. 
• PBX Settings, connection configuration to connect to the PBX. 

The information needed to configure the account is the following: 

• Username, Username to register to the email server. 
• Password, Password for the email account to register on the email server. 
• From Name, Name used to send the email. 
• From Email, Email address from the email is sent. 
• Bcc Email, If you desire to send a Blind Copy to another email address, you configure it here. 
• Host, Address of the server we are registering to. 
• Port, Port used to send the emails. 
• Smtp Secure, Here we have two options, verify the one your server uses: 
• SSL 
• TLS 
• Send Email Test, you can send a test email to verify that the account has been configured correctly, you must add the email you wish to send the test to and then click on the envelope icon

The fields you can configure here are the following: 

• Company Name, The name for the company to be shown on the report header for the reports that are exported as PDF. 
• Timezone, The timezone to use when selecting the date and time for a report. 
• PDF Paper Size, The size of the paper to use when the reports are exported to PDF. 
• Week Starts On, Here, you can select the day where your week starts on. This is useful when we have to select reports using the This Week or Last Week templates. 
• PDF Footer, The text that we wish to appear on the footer of the page when we export to PDF. 
• Week Starts On, día en que se considera que comienza la semana, esto es muy útil para cuando al momento de seleccionar la fecha la opción de This week o Last week. 
• Memory Limit (MB), this sets the maximum amount of memory in bytes that a script is allowed to allocate. This helps prevent poorly written scripts for eating up all available memory on a server. Note that to have no memory limit, set this directive to -1. Some processes require more memory resources (especially if you have a lot of data to process), increase memory if reporting delays. 
• Company Logo, The company logo that will appear on the reports when they are exported to PDF. 

We also have the ability to configure the defaults for the filters to apply on the reports, the options are: 

• Initial Period, Initial period to get reports for SLA (Service Level). This parameter indicates the first piece of information to get. 
• Interval, Time interval to the data for SLA (Service Level). Every one of this interval data shown. 
• Max Period, Maximum period to show data for SLA (Service Level). All of the data obtained after this value will be indicated with a ‘value+’, if the value is 80 for example, it will be shown as 80+. 

The option we have here are: 

• Host, if the Sonata Stats is installed on the same server where VitalPBX is installed, we recommend using ‘localhost.’ 
• Port, depending whether or not we are using HTTPS or not, we would choose the port we are going to use, usually 80 (HTTP) or 443 (HTTPS). 
• Secure, indicates whether you are using a secure connection (HTTPS) or not, usually when using this option, you are using port 443. 
• App Key, if Sonata Stats is on the same server as VitalPBX, it is not necessary to configure the APP key, since it is automatically generated. If Sonata Stats is installed on a server different to where VitalPBX is installed on, you would need to create the APP Key. You can do this from VitalPBX under Admin > Admin > Application Keys, create a new one, copy it and paste it on Sonata Stats. 

To create a shift we will need to configure the following options: 

• Shift Name, A name that will allow us to remember the shift. 
• Set Shift Days And Hours, Select by pressing on the grid the hours and days to include on the shift. 

The options that you can use to configure the Email Template are: 

• Title, The name to identify the template. 
• Subject, The subject used so that the receiver can identify the email received. 
• Email Content, Content for the email to send. Here, it is possible to add a number of variables. The available variables are: 

• {{$user}}, it is substituted by the name of the sender. 
• {{$to}}, it is substituted by the email address the email is sent to. 
• {{$report_name}}, it is substituted by the name of the report sent. 
• {{$repeat_mode}}, it is substituted by the repeat period. 
• {{$stardate}}, it is substituted by the start date for the automatic emails. 
• {{$link_to_report}}, it is substituted by the link to view the report online. 

The options you can configure so you build your report are the following: 

• Title, Title of the report. This title will be used to identify this report at the moment of creating the Report Schedule. 
• Report, type of report that we wish to send automatically. 
• Shift, Used if you wish to apply a shift to the report, you selected the desired shift. 
• Queues, Queues to include on the report. 
• Agents, Agents to include on the report. 
• Format, Format in which you want to send the report. This can be in PDF, Excel, or CSV. 
• Period, Date range for the report. Here, it is very important to take into consideration when selecting any option that is not ‘custom,’ this date will be validated by the date the report is being sent on. When using the custom option, the start date and end date will be used the first time the report is sent, however, if the scheduling on the Report Scheduler in repeat mode we choose weekly, these dates will have a week added, and so on depending on the repeat mode we select. 

These are the options you have to configure for the automatic reports: 

• Description, a brief description to identify the report schedule. 
• Report, report to be sent, previously created in Report Builder. 
• To, email to which we are going to send the report. 
• Start Date, date and time we wish to start sending the reports. 
• Repeat Mode, the interval in which we want to send the reports. 
• Every, how often we wish to apply the Repeat Mode, for example, if we wish to send it weekly, but being every two weeks, here we can input 2.  
• Weekdays, this option only appears if we have set the Repeat Mode weekly. Here, we select the days of the week we wish to perform the task. 
• Email Template, we select a previously created email template. 
• Enabled, Enable or disable the scheduled sending, This option is useful since it lets us stop the task without having the delete it completely.