<p>To schedule a report to run in the future, and to set it to recur at
frequent intervals, select the desired report from the list and click on
the <span class="button">Schedule</span> button at the top-right of the Report screen, as shown below:</p>
<img src="http://www.tri-line.com/common/img/documentation/tim_enterprise/schedule_report.png" alt="Schedule button" />
<p>As with running a report on demand, you will need to select the report period and filters and options before scheduling.</p>
<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 every <span class="reference">1 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="reference">Last month</span>, ensuring a retrospective view of the
previous month.</p>
<p>The example below shows a <span class="reference">Busy channels</span> report. As no entity has been
selected, it will run for the entire organisation. The report period
has been set to <span class="reference">Last month</span> so ideally this report would be scheduled
to recur monthly.</p>
<img src="http://www.tri-line.com/common/img/documentation/tim_enterprise/last_month_report.png" alt="Example of report scheduling" />
<p>When you've entered your period and criteria, press the <span class="button">Schedule</span>
button. The report does not run, but instead a window appears which
allows you determine the following:</p>
<ul>
<li>When you would like the report to start running</li>
<li>How frequently the report runs</li>
<li>How the report is delivered</li>
<li>Who receives the report</li>
</ul>
<p>The example below shows how the fields in this window may be filled in.</p>
<img src="http://www.tri-line.com/common/img/documentation/tim_enterprise/schedule_panel_1.png" alt="Schedule panel" />
<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 in the <span class="reference">Start running the report on</span>
fields. Enter the day, select the month from the drop-down list, enter
the year. Then enter the time in the form 'hh:mm:ss' (hours, minutes
and seconds).</p>
<h4>How often do you want the report to recur?</h4>
<p>If you want the report to recur, you can set the frequency by
selecting from the drop-down list and entering a preceeding digit e.g. 2
days, 1 week, 1 month etc.</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="reference">Recipient e-mail address</span> box. E-mail
addresses that you have stored against users are available by clicking
the <span class="button">Find</span> button. You can also type an e-mail address that is not
alreay stored. If you want to schedule delivery to more than one person,
simply use a ';' or ',' to separate the e-mail addresses listed.</td>
</tr>
<tr>
<td class="confluenceTd"><b>File</b></td>
<td class="confluenceTd">Type the location and filename where you want the file to be saved. For example, enter <span class="keyword">C:\My Reports\My Call Analysis.html</span></td>
</tr>
<tr>
<td class="confluenceTd"><b>FTP</b></td>
<td class="confluenceTd">Fill in the FTP options in the boxes displayed and select <span class="reference">Schedule</span>.</td>
</tr>
<tr>
<td class="confluenceTd"><b>HTTP POST</b></td>
<td class="confluenceTd">Select HTTP POST as the Method of delivery and fill in the boxes.
</td>
</tr>
</tbody>
</table>
<p>After entering the scheduling details, click on the <span class="button">Schedule</span> button to
return to the main Reports screen. Notice that your newly scheduled
reports are now listed in the <span class="reference">Scheduled Reports</span> list. To access this
list, simply click on the <span class="button">Scheduled reports</span> button at the top left hand
side of the screen as shown below:</p>
<img src="http://www.tri-line.com/common/img/documentation/tim_enterprise/schedule_panel_2.png" alt="Schedule panel" /> |