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Setting the report scheduling parameters
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 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:
- Setting the report Period
- Setting the report Entity
- Setting the report Filters
- Setting the report Options
- Setting the report Formats
If you want to leave the default settings, just click on the 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 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 preceding digit e.g. 2 days, 1 week, 2 months etc.
How do you want the report delivered?
Choose the delivery method from the list.
| Delivery method | Description |
|---|---|
| Enter the e-mail address in the E-mail address field. 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 |
Who receives the report?
In case of email delivered, just fill-in the email addresses of the recipients.
Alternatively, type in the location and filename where you want the file to be saved.
Schedule now
After entering the scheduling details, click on the large button and your repot will be scheduled straight away.
Notice that your newly scheduled reports are now listed in the Scheduled reports list, at the bottom of your screen, as shown below. To access the scheduled reports, all you have to do is to click on them.
