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To schedule a report to run in the future, and to set it to recur at frequent intervals, select the desired report from the list and click on the button at the top-right of the Report screen, as shown below:
As with running a report on demand, you will need to select the report period and filters and options before scheduling.
When selecting the period for the report, remember that if you set the report to recur, this period will remain constant. For example, suppose you want a report to run every month, you would select the period as every 1 month, then set the report to run on the first day of the following month. This way, every month the report will run and have the period Last month, ensuring a retrospective view of the previous month.
The example below shows a Busy channels report. As no entity has been selected, it will run for the entire organisation. The report period has been set to Last month so ideally this report would be scheduled to recur monthly.
When you've entered your period and criteria, press the button. 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 how the fields in this window may be filled in.