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| Task1 | Preparing the report |
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| Task2 | Setting the scheduling parameters |
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| Task3 | Editing a scheduled report |
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| Task4 | Deleting a scheduled report |
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<a id="Preparing the report"></a> |
Preparing the report
To schedule a report to run in the future, and to set it to recur at frequent intervals, choose the report one you 'd like want to run and from the list in the left-hand panel, then click on the Select this report button to start the report wizard, as shown below:
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As In the same way as with running a report on demand, you may need to select can modify the report period, entity, filters, options and format before scheduling.Please refer , by referring to the relevant pages below, if you wish to set the report parameters:
If you do not want to leave change any of the default settings, just click on the Finish button, at the bottom of the pop-up window, as shown below:
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Select the format of the report and Once you have selected your report's parameters, click on the Schedule for later button. Please note that when you schedule a report to be emailed to you, formats like PDF and Excel are more useful.
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The In 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
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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...
opens you can set the scheduling parameters of the report:
- when you want the report to first run
- how frequently you want the report to run
- how you want the report delivered
- who should receive the report
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<a id="Setting the scheduling parameters"></a> |
Setting the scheduling parameters
When do you want the first report to run?
Enter the exact future date and time that you want the report to run in the boxes providedat, as shown below:
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...
If you want the report to recur, tick the
box box and select the frequency
for re-runs from the drop-down list, as shown below:
...
How do you want the report delivered?
Choose the The report can be delivered by e-mail or saved as a file to a specific location, by choosing a delivery method from the drop-down list:
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Who receives the report?
| Delivery method | Description |
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E-mail | in the E-mail address field. - that you want the report to be delivered to
- If you want
to schedule delivery - the report to be e-mailed to more than one person,
simply use a ; or , to e-mail address- address using the ; symbol.
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File | location - full filename, including folder, of the
folder - location that you want the report to be saved
, followed by the report's name. For example, enter - as, e.g. C:\My Reports\My Call Analysis.html
.To save the report on a shared network drive, please check our Knowledgebase for instructions. |
Who receives the report?
...
- The filename can include the following variables:
| Variable | Description |
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| The current year | | The current month | | The current week number | | The current day of the month | | The time that the report ran, in a compact hours, minutes and seconds format | | The name given to the report | | A unique numeric report identifier |
- To save the report to a network share, specify the filename using a UNC path. You must ensure that the user account running the TIM Plus service has access privileges to write to the file you have specified.
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Schedule now
After entering all When you have configured the scheduling parameters, click on the Schedule now button to save the report's definition.
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Notice that your newly-scheduled reports are now listed in the Scheduled reports list, panel at the bottom of your the screen, as shown below:
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To access, modify or delete any of the scheduled reports, please check the pages below.
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The properties of a scheduled reports are web user specific, and can be seen or edited only by the web user that initially added the report in the system. |
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<a id="Editing a scheduled report"></a> |
Editing a scheduled report
To edit a scheduled report, select it from the Scheduled reports panel, and click on the Properties button, as shown below:
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A new window with the properties of the report will open, where you can edit the period, entity, filters, options and format of the report.
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Click on the links below for details of how to configure these parameters:
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<a id="Deleting a scheduled report"></a> |
Deleting a scheduled report
To delete a scheduled report, select it from the Scheduled reports panel and click the Delete button, as shown below:
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