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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:

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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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In the new window that opens you can set the scheduling parameters of your the report:

  • when do you want the report to first run the report
  • how frequently do you want the report to run the report
  • how do you want to deliver the report delivered
  • who do you want to 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

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LabelRepeat the report
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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Who receives the report?

Choose the delivery method for your report from the available drop-down list:

Delivery methodDescription

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.

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:
VariableDescription
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Label{year}
The current year
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Label{month}
The current month
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Label{week}
The current week number
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Label{day}
The current day of the month
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Label{hhmmss}
The time that the report ran, in a compact hours, minutes and seconds format
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Label{name}
The name given to the report
Keywordmacro
Label{uiv}
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 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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Info

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>

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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, 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 scheduled report.

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Click on the links below for details on 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, as shown below.:

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