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To schedule a report, choose the report one you would 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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The 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 any parameters:
If you do not want to change any of the default settings, click on the Finish button, 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.
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Please note that for reports sent via e-mail, formats like PDF or Excel are more usable. |
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In the new window that opens you can set the scheduling parameters of the report:
- when do you want the report to start runningfirst run
- how frequently you want the report runsto run
- how you want the report is delivered
- who receives should receive the report
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<a id="Setting the scheduling parameters"></a> |
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When do you want the first report to run?
Enter the exact future date and time when that you want the report to run at, 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:
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How do you want the report delivered?
The report can be sent via delivered by e-mail or saved in a specified location. Choose the as a file to a specific location, by choosing a delivery method from the available drop-down list:
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| Delivery method | Description |
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E-mail | - Enter the e-mail address of the person that you want the report to be delivered to
- If you want the report to be e-mailed to more than one person, use separate each address using the ; or , to separate each entrysymbol.
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File | - Type the location full filename, including folder, of the folder location that you want the report to be saved , followed by the report's name, 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 on to a shared network drive, please check our Knowledgebase for instructionsshare, 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 've have configured all of 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 your 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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To edit a scheduled report, select the report you want to configure it from the Scheduled reports panel, and click on the Properties button on the top-right corner of the panel, as shown below:
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A new window with the properties of the report will pop-upopen, where you can edit the period, entity, filters, options and format of the scheduled report.
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Click on the links below for more instuctions on details of how to configure these parameters:
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To delete a scheduled report, select the report you wish to delete it from the Scheduled reports panel and click on the the Delete button at the top-right corner of the panel, as shown below.:
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