| Summary_list |
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| Task1 | Preparing the report |
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| Task2 | Setting the scheduling parameters |
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Preparing the report
To schedule a report to run in the future and set it to recur at frequent intervals, choose the report you would like to run and click on the Select this report button to start the report wizard, as shown below:
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| URL | /download/attachments/4817134/select_report.png |
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As with running a report on demand, you may need to select the report period, entity, filters, options and format before scheduling.
Please refer to the pages below, if you wish to set the report parameters:
If you want to leave the default settings, just click on the Finish button, at the bottom of the pop-up window, as shown below:
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| URL | /download/attachments/4817134/schedule_report_1.png |
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Select the format of the report and click on the Schedule for later button.
| Tip |
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Please note that for reports sent via e-mail, formats like PDF or Excel are more usable. |
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| Border | false |
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| URL | /download/attachments/4817134/schedule_report_2.png |
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The new window that appears will allow you to determine the following:
- When you would like the report to start running
- How frequently the report runs
- How the report is delivered
- Who receives the report
Setting the scheduling parameters
The example below shows the scheduling parameters that can be set by the user.
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| URL | /download/attachments/4817134/schedule_report_3.png |
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When do you want the first report to run?
Enter the exact date and time when you want the report to run, as shown below:
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| URL | /download/attachments/4817134/schedule_report_4.png |
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How often do you want the report to recur?
If you want the report to recur, tick the
box and select the frequency from the drop-down list, as shown below:
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| URL | /download/attachments/4817134/schedule_report_5.png |
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How do you want the report delivered?
The report can be sent via e-mail or saved in a specified location. Choose the delivery method from the drop-down list:
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| Border | false |
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| URL | /download/attachments/4817134/schedule_report_6.png |
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Who receives the report?
| Delivery method | Description |
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E-mail | - Enter the e-mail address of the person you want the report to be delivered to
- If you want the report to be e-mailed to more than one person, simply use a ; or , to separate each e-mail address.
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File | - Type the location of the folder you want the report to be saved, followed by the report's name. For example, enter C:\My Reports\My Call Analysis.html.
- To save the report on a shared network drive, please check our Knowledgebase for instructions.
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| Border | false |
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| URL | /download/attachments/4817134/schedule_report_7.png |
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Schedule now
After entering all the scheduling parameters, click on the Schedule now button to save the report's definition.
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| URL | /download/attachments/4817134/schedule_report_8.png |
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Notice that your newly scheduled reports are now listed in the Scheduled reports panel at the bottom of your screen, as shown below:
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| URL | /download/attachments/4817134/schedule_report_9.png |
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To access, modify or delete any of the scheduled reports, please refer to the pages below.