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<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 one of the preset reporting periods 
or alternatively select 'Custom period' from the preset list and 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 pre-defined 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>

For each report, you must specify a time span that covers the calls you want the report to include. This is known as the "reporting period".

Screenshotmacro
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URL/download/attachments/4817244/period_general.png

Preset period

There are several preset reporting periods available for selection, based on the standard Gregorian calendar. The following table describes how the start and end times are defined for each preset period:

PeriodDescription
TodayThe start and end dates are set to the current date. The start time is set to 00:00:00 and the end time to 23:59:59.
YesterdayThe start and end dates are set to the current date minus one day. The start time is set to 00:00:00 and the end time to 23:59:59.
This weekThe start date is set to the first day of the current week (normally Monday). The end date is set to the current day. The start time is set to 00:00:00 and the end time to the current time.
Last weekThe 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 00:00:00 and the end time to 23:59:59.
This monthThe start date is set to the first day of the current month. The end date is set to the current day. The start time is set to 00:00:00 and the end time to the current time.
Last monthThe start date for this period is set in three stages: The day is set to the first day of the month. The month is set to the previous month. The year is set to the current year, unless it is currently January, in which case, the previous year is used. The start and end times are set to 00:00:00 and 23:59:59 respectively.
This yearThe 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 00:00:00 and 23:59:59 respectively.
All callsThe start and end dates and times are set to the dates and times of the first and last call in the entire call database, respectively.

Custom period

In addition to the presets described above, it is possible to specify a custom reporting period by choosing Custom period from the

Referencemacro
LabelPeriod
 drop-down list and specifying your own  
Referencemacro
LabelStart date
Referencemacro
LabelStart time
Referencemacro
LabelEnd date
 and 
Referencemacro
LabelEnd time
of the period you want to report on.

Screenshotmacro
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URL/download/attachments/4817130/report_period_2.png

Run or schedule the report

To run or schedule the report without setting any further parameters, select the Finish button; to apply further settings, click on the Next button, which will direct you to the Entity section of the report wizard.