Scheduling reports

When selecting the period for the report, remember that if you set the report to recur, this period will remain constant. For example, suppose you want a report to run every month, you would select the period as Last Month, then set the report to run on the first day of the following month. This way, every month the report will run and have the period Last Month, ensuring a retrospective view of the previous month.

<p>To schedule a report to run in the future, and to set it to recur, select the desired report
from the list and click on the <img class="icon" src="http://www.tri-line.com/common/img/documentation/tim_professional/schedule_button.png" />
 button at the top-right of the <span class="reference">Reports</span>
screen.</p>

<img class="screenshot naked" src="http://www.tri-line.com/common/img/documentation/tim_professional/reports_screen.png" alt="Reports Screen" />

<p>As with running a report on demand, this will display the selected report's <span class="reference">Report 
Selection Criteria</span> window where you can set your period and
choose the report's criteria, as shown below:</p>

<img class="screenshot naked" src="http://www.tri-line.com/common/img/documentation/tim_professional/report_selection_criteria_example.png" alt="Scheduling a Report" />

<p>When selecting the period for the
report, remember that if you set the report to recur, this period
will remain constant.  For example, suppose you want a report to run
every month, you would select the period as <span class="keyword">Last Month</span>, then set
the report to run on the first day of the following month. This way,
every month the report will run and have the period <span class="keyword">Last Month</span>,
ensuring a retrospective view of the previous month.</p>

<p>When you've entered your period and criteria, press the <span class="button">Schedule</span> button. The
report does not run, but instead the following window appears:</p>

<img class="screenshot border" src="http://www.tri-line.com/common/img/documentation/tim_professional/scheduling_report_1.png" alt="Scheduling a Report" />

<p>This allows you to set various options about the scheduling of your report:</p>

<h4>Choose a friendly name for this report</h4>

<p>This permits you to assign your own name as the title for the report, and
is especially useful if, for example, you have many reports running
every month - it allows you to identify the report easily because you
can give it a name that is specific to what the report represents,
such as 'Call Geography Report - Sales Team'.</p>

<h4>When do you want the first report to run?</h4>

<p>Enter the exact date and time that you want the report to run.  You can
enter the date in any format that pertains to your country's regional
settings.  The time is usually in the form <span class="keyword">hh:mm:ss</span>
(hours, minutes and seconds).</p>

<h4>And thereafter, how often?</h4>

<p>If you want the report to recur, you can set the frequency by selecting
from the drop-down list.  If you don't
want the report to recur, select <span class="keyword">Never</span> from the list.</p>

<h4>How do you want the report delivered?</h4>

<p>Choose the delivery method from the drop-down list and then choose the destination:</p>

<table class="confluenceTable">
    <tbody>
        <tr>
            <th class="confluenceTh" width=120>Delivery method</th>
            <th class="confluenceTh">Description</th>
        </tr>
        <tr>
            <td class="confluenceTd"><b>E-mail</b></td>
            <td class="confluenceTd">Enter the e-mail address in the <span class="keyword">To which e-mail address?</span> box.  
			Previous e-mail addresses that you may have entered are available in the drop-down list, 
			or you can type a new one.</td>
        </tr>
        <tr>
            <td class="confluenceTd"><b>File</b></td>
            <td class="confluenceTd">Type the location and filename where you want the HTML file 
			to be saved. For example, enter  <span class="keyword">C:\My Reports\Sales Report.html</span>.	
			<p>It is important to note that this file will be overwritten if it already exists.</p></td>
        </tr>
		 <tr>
            <td class="confluenceTd"><b>Printer</b></td>
            <td class="confluenceTd">Choose which printer you want the report delivered to, 
			from the drop-down list. Please note that some versions of Microsoft Internet 
			Explorer (the engine used to print the reports) do not allow printing to any 
			printer other than the default Windows printer, even though you selected a 
			different one.</td>
        </tr>
    </tbody>
</table>

<p>After entering the scheduling details, click on the <span class="button">Schedule</span> button to return to
the main <span class="reference">Reports</span> screen.  Notice that your newly scheduled report is
now listed in the <span class="reference">Scheduled reports</span> list, as shown below:</p>

<img class="screenshot naked" src="http://www.tri-line.com/common/img/documentation/tim_professional/scheduling_report_2.png" alt="Scheduling a Report" />