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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. If you wish to change any of the report's parameters, refer , by referring to the relevant pages 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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In the new window that opens you can set the scheduling parameters of your 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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When do you want the first report to run?

Enter the 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 and select the frequency for re-runs from the drop-down list the time interval you want the report to rerun, as shown below:

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The report can be delivered via 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
Keywordmacro
Label{year}
The current year
Keywordmacro
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
Keywordmacro
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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