Schedule a report

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 Select this report button, as shown below:

As with running a report on demand, you may need to select the report period, entity, filters, options and format before scheduling.

Please refer to the pages below, if you wish to set the report parameters:

If you want to leave the default settings , just click on the Finish button, at the bottom of the pop-up window, as shown below:

You are now ready to run the report, by clicking on the large Schedule for later button. Please note that when you schedule a report that will be emailed to you, formats like PDF and Excel are more usable.

The report does not run, but instead a window appears which allows you determine 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 example below shows the scheduling parameters that can be set by the user.

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, 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 preceeding 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
E-mail	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 Find 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.
File	Type the location and filename where you want the file to be saved. For example, enter C:\My Reports\My Call Analysis.html

Hwo will receive the scheduled report?

After entering the scheduling details, click on the Schedule 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 Scheduled reports tab at the top left hand side of the screen as shown below: