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To edit the delivery of a report, select it from the Scheduled reports list and click on the button, as shown below:
A new window will open, allowing you to edit the scheduling parameters of the report. Click to apply any changes.
To edit delivery of any scheduled report, click on the report and then click on the button as shown below:
A window similar to the one below will pop up:
To change the delivery schedule, simply overtype the existing details with your new requirements and press the button. You may change any of 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 above example shows how the fields in this window have been filled in.
When do you want the first report to run?
Enter the exact date and time that you want the report to run in the Start running the report on fields. Enter the day, select the month from the drop-down list and enter the year. Then enter the time in the form 'hh:mm:ss' (hours, minutes and seconds).
How often do you want the report to recur?
If you want the report to recur, you can set the frequency by selecting from the drop-down list and entering a preceding digit e.g. 2 days, 1 week, 1 month etc.
How do you want the report delivered?
Choose the delivery method from the list and then choose the destination.
| Delivery method | Description |
|---|---|
| Enter the e-mail address in the Recipient e-mail address box. E-mail addresses that you have stored against users are available by clicking the button. You can also type an e-mail address that is not already stored. If you want to schedule delivery to more than one person, simply use a ';' or ',' to separate the e-mail addresses listed. | |
| File | Type the location and filename where you want the file to be saved. For example, enter C:\My Reports\My Call Analysis.html |
| FTP | Fill in the FTP options in the boxes displayed and select . |
| HTTP POST | Select HTTP POST as the Method of delivery and fill in the boxes. |
After entering the scheduling details, click on the button to return to the main Reports screen. Notice that your newly scheduled reports are now listed in the Scheduled Reports list. To access this list, simply click on the tab at the top left hand side of the screen as shown below:
