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<p>To schedule a report to run in the future, and to set it to recur at
frequent intervals, simply choose the report you'd like to run
by clicking its name from the report list at the left-hand side of the
screen. Then, click on the large <span class="button">Select this report</span> button,
as shown below:</p>
<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_plus/select_report.png" alt="Select report" />
<p>As with running a report on demand, you may need to select the report period,
entity, filters, options and format before scheduling.</p>
<p>Please refer to the pages below, if you wish to set the report parameters:</p>
<ul>
<li><a href="Period">Setting the report Period</a></li>
<li><a href="Entity">Setting the report Entity</a></li>
<li><a href="Filters">Setting the report Filters</a></li>
<li><a href="Options">Setting the report Options</a></li>
<li><a href="Formats">Setting the report Formats</a></li>
</ul>
<p>If you want to leave the default settings , just click on the <span class="button">Finish</span>
button, at the bottom of the pop-up window, as shown below:</p>
<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_plus/run_report_panel_1.png" alt="Run report panels" />
<p>You are now ready to run the report, by clicking on the large <span class="button">Schedule for later</span> button.</p>
<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_plus/run_report_panel_2.png" alt="Run report panels" />
<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 class="screenshot border" 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 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 no_margin">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="button no_margin">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> tab at the top left hand
side of the screen as shown below:</p>
<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/schedule_panel_2.png" alt="Schedule panel" /> |
Summary_list |
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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, choose the one you want to run 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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In the same way as with running a report on demand, you can modify the report period, entity, filters, options and format before scheduling, by referring to the relevant pages below:
If you do not want to change any of the default settings, click on the Finish button, as shown below:
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Once you have selected your report's parameters, click on the Schedule for later button.
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In the new window that 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 future date and time that you want the report to run at, as shown below:
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How often do you want the report to recur?
If you want the report to recur, tick the
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How do you want the report delivered?
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 | - Enter the e-mail address that you want the report to be delivered to
- If you want the report to be e-mailed to more than one person, separate each address using the ; symbol.
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File | - Type the full filename, including folder, of the location that you want the report to be saved as, e.g. C:\My Reports\My Call Analysis.html
- 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
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 panel at the bottom of the screen, as shown 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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