The Scenario
You are the Dialpad administrator at a mid-size company. You have a feeling there are dozens of scheduled reports in your Dialpad account that nobody looks at anymore. Reports set up by people who have since left, reports that overlap with each other, reports that go to distribution lists that no longer exist.
Your IT director asked you to clean it up. She wants a list of every scheduled report with its frequency and recipient list by end of day Friday, in an Excel workbook.
You have no idea how many there are.
The bad version of Friday morning:
- You log into Dialpad and navigate to scheduled reports
- The list loads. There are 61 of them.
- You start clicking through each one to read the frequency and recipient list
- You copy the information into an Excel workbook row by row
- By noon you have covered 20 and your eyes hurt
- You send the IT director a partial workbook at 5 PM with a note saying you will finish Monday.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that pulls the complete scheduled report inventory from Dialpad and writes it into a tab, ready for your cleanup review.
Open the SheetXAI sidebar and type:
List all Dialpad scheduled reports and paste report ID, name, creation date, and frequency into the "Report Audit" tab, sorted by frequency so daily reports appear first.
SheetXAI pulls the full list, extracts the fields you need, and writes a clean table. You have 61 rows in the workbook before lunch.
What You Get
A "Report Audit" tab with one row per scheduled report:
- Report ID — for cross-referencing or deletion via API
- Report name — what it was called when it was set up
- Creation date — for identifying old reports
- Frequency — daily, weekly, monthly
Sorted by frequency so you can review the noisiest reports first.
What If the Data Is Not Quite Ready
Report audits reveal edge cases quickly once you have the full list in a workbook.
When you want to flag reports that share the same recipient list
Two reports going to the same distribution list covering similar data is usually a redundancy.
Fetch all scheduled reports from Dialpad and write name, type, frequency, and recipient list into the "Scheduled Reports" tab. Then group rows that share the exact same recipient list and write the group size into column E. Flag any group with more than one report as "POTENTIAL DUPLICATE" in column F.
When you want to cross-reference recipients against your active employee list
Reports going to departed employees are noise at best.
Fetch all scheduled reports from Dialpad and write name, type, frequency, and recipient list into the "Scheduled Reports" tab. Then compare every email address in column D against the "Active Employees" tab (column A = email). For any report with at least one non-active recipient, write "STALE RECIPIENT" in column E and list the non-matching emails in column F.
When you want reports sorted by creation date
Older reports are more likely to be forgotten.
Fetch all scheduled reports from Dialpad and write report name, type, frequency, recipient list, and creation date into the "Scheduled Reports" tab. Sort by creation date ascending so the oldest reports appear at the top.
When you want the full cleanup brief: inventory, flag duplicates, flag stale recipients, generate deletion candidates
Your IT director wants a ready-to-act list, not just a raw inventory.
Fetch all scheduled reports from Dialpad and write report ID, name, type, frequency, recipient list, and creation date into the "Report Audit" tab. Then: flag any report with zero recipients as "NO RECIPIENTS" in column G; flag any report whose most recent scheduled date was more than 90 days ago as "STALE SCHEDULE" in column G; group reports with identical recipient lists and flag extras as "DUPLICATE RECIPIENT LIST" in column G. Finally, write "DELETION CANDIDATE" in column H for any row with any flag in column G.
The pattern: instead of pulling the list and then analyzing it in separate passes, you describe the inventory and the flagging logic in one prompt.
Try It
Get the 7-day free trial of SheetXAI and ask it to pull your full Dialpad scheduled report list and write it into an Excel workbook ready for cleanup review. The Dialpad integration is included in every SheetXAI plan. For related workflows, see how to audit call labels and usage counts in Excel or the Dialpad in Excel overview.