| HTML |
|---|
<h2>Select a reporting period</h2>
<p>You have already selected the report that you want to configure and the pop-up window that appears allows you to choose the reporting period which is the
first screen of the report wizard. You may choose from the preset reporting periods
or enter your own specific date and time that the system should execute the report for you.</p>
<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_plus/report_period.png" alt="Reporting period" />
<h4>Preset period</h4>
<p>To select from the preset periods, simply click on the down-arrow
displayed alongside the periods and select from following preset
options:</p>
<img class="screenshot border" src="http://www.tri-line.com/common/img/documentation/tim_plus/report_period_1.png" alt="Reporting period" />
<p>The period options are defined more fully below:</p>
<table class="confluenceTable">
<tbody>
<tr>
<th class="confluenceTh" width=98>Period</th>
<th class="confluenceTh">Description</th>
</tr>
<tr>
<td class="confluenceTd"><b>Today</b></td>
<td class="confluenceTd">The start and end dates are set to the current date. The start time is set to <span class="keyword">00:00:00</span> and the end time to <span class="keyword">23:59:59</span>.</td>
</tr>
<tr>
<td class="confluenceTd"><b>Yesterday</b></td>
<td class="confluenceTd">The start and end dates are set to the current date minus one day. The start time is set to <span class="keyword">00:00:00</span> and the end time to <span class="keyword">23:59:59</span>.</td>
</tr>
<tr>
<td class="confluenceTd"><b>This week</b></td>
<td class="confluenceTd">The start date is set to the first day (normally Monday) of the current week. The end date is set to the current day. The start time is set to <span class="keyword">00:00:00</span>
and the end time to the current time.</td>
</tr>
<tr>
<td class="confluenceTd"><b>Last week</b></td>
<td class="confluenceTd">The start date is set to the date of the last Monday, and the end date is set to the start date plus seven days. The start time is set to <span class="keyword">00:00:00</span>
and the end time to <span class="keyword">23:59:59</span>.</td>
</tr>
<tr>
<td class="confluenceTd"><b>This month</b></td>
<td class="confluenceTd">The start date is set to the first day (normally Monday) of the current month. The end date is set to the current day. The start time is set to <span class="keyword">00:00:00</span>
and the end time to the current time.</td>
</tr>
<tr>
<td class="confluenceTd"><b>Last month</b></td>
<td class="confluenceTd">The start date for this period is set in three stages. The day is set to <span class="keyword">01</span>, the month is set to the current month minus one, or in the case of January,
it is set to <span class="keyword">12</span>. The year is set to the current year, unless it is a new year, in which case the year is reduced by one. The start and end times are set to
<span class="keyword">00:00:00</span> and <span class="keyword">23:59:59</span> respectively.</td>
</tr>
<tr>
<td class="confluenceTd"><b>This year</b></td>
<td class="confluenceTd">The start date is set to the first day of the first month of the current year, whilst the end date is set to today's date. The start and end times are set to
<span class="keyword">00:00:00</span> and <span class="keyword">23:59:59</span> respectively.</td>
</tr>
<tr>
<td class="confluenceTd"><b>All calls</b></td>
<td class="confluenceTd">The start and end dates and times are set to the date and time of the first and last call in the entire call database, respectively.</td>
</tr>
<tr>
<td class="confluenceTd"><b>Custom period</b></td>
<td class="confluenceTd">Enter the start and end dates and times into the boxes below. The start and end times are linked to their respective dates.</td>
</tr>
</tbody>
</table>
<h4>Custom period</h4>
<p>To define your own report period, simply select <span class="keyword">Custom period</span> from the drop-down list and enter in
the <span class="reference">From date</span> and <span class="reference">To date</span> as well as the <span class="reference">From time</span>
and <span class="reference">To time</span> fields as shown below:</p>
<img class="screenshot border" src="http://www.tri-line.com/common/img/documentation/tim_plus/report_period_2.png" alt="Reporting period" />
<h2>Run/Schedule the report</h2>
<p>To run/schedule the report without setting any further parameters, simply click on the <span class="button">Finish</span> button. To continue adding parameters, click on the <span class="button">Next</span> button, which
will lead you to the <a href="Setting the report Entity">Entity</a> parameters.</p> |
To schedule a report, select the type of report you want to run from the list of reports and click on the Schedule button, as shown below:
| Screenshotmacro |
|---|
| Border | false |
|---|
| Shadow | false |
|---|
| URL | /download/attachments/7241881/scheduling_reports_1.png |
|---|
|
The report's selection criteria window will open, where you can set the parameters of the report.
| Info |
|---|
If you set the report to recur, note that the preset report period will remain constant. For example, to schedule a report to run every month, select the period as Last Month, then set the report to run on the first day of the following month. |
When you have enter the report's parameters, click on the Schedule button. The report will display the following window, where you can configure the scheduling parameters:
| Screenshotmacro |
|---|
| Border | false |
|---|
| URL | /download/attachments/7241881/scheduling_reports_2.png |
|---|
|
Choose a friendly name for this report
This option allows you to assign a custom name to the report. Enter a name that will allow you to easily identify the report in the list, such as
| Referencemacro |
|---|
| Label | Call Geography Report - Sales Team |
|---|
|
.When do you want the first report to run?
Enter the date and time 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 displayed in hh:mm:ss format.
And thereafter, how often?
If you want the report to recur, you can set the frequency by selecting a period from the drop-down list. If you don't want the report to recur, select Never.
How do you want the report delivered?
Choose the delivery method from the drop-down list and then the destination:
| Delivery method | Description |
|---|
| E-mail | Enter the e-mail address to which the report should be delivered. Previous e-mail addresses that you may have entered will show in the drop-down list. |
File | Type the location and filename where you want the HTML file to be saved, e.g. C:\My Reports\Sales Report.html. | Info |
|---|
If a file with the same name exists in this location already, it will be overwritten. |
|
| Printer | Select from the drop-down list which printer you want the report delivered to. |
After entering the scheduling parameters, click on the Schedule button to return to the Reports screen. The newly-scheduled report will be listed in the Scheduled reports list, as shown below:
| Screenshotmacro |
|---|
| Border | false |
|---|
| Shadow | false |
|---|
| URL | /download/attachments/7241881/scheduling_reports_3.png |
|---|
|
Amending a scheduled report
To delete a scheduled report, select it from the Scheduled reports list and click on the
| Inlineimage |
|---|
| URL | /download/attachments/7242079/delete_button.png |
|---|
|
button alongside. You will be asked to confirm the deletion.To change the delivery details of the report, such as its name, how often the report is set to recur and how it is delivered, click on the
| Inlineimage |
|---|
| URL | /download/attachments/7241881/delivery_button.png |
|---|
|
button.To amend the parameter of the report, such as the period or the site the report covers, click on the
| Inlineimage |
|---|
| URL | /download/attachments/7241881/parameters_button.png |
|---|
|
button.