<a id="Preparing the report"></a> |
To schedule a report, click on the Type list on the left-hand side of the screen, as shown below:
tab and select the report you want to run from theIn the same way as with running a report on demand, you can modify the report period, entity, filters, options and format before scheduling, by referring to the relevant pages below:
When you are ready to run the report, click on the button, as shown below:
A new window will open, where you can set the scheduling parameters of the report:
<a id="Setting the scheduling parameters"></a> |
Enter the future date and time that you want the report to run at, as shown below:
If you want the report to recur, tick the Thereafter, repeat the report box and select the frequency for reruns from the drop-down list, as shown below:
The report can be delivered by e-mail or saved as a file to a specific location, by choosing a delivery method from the drop-down list:
Delivery method | Description | ||||||||||||||||
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File |
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When you have configured the scheduling parameters, click on the
button to save the report's definition.Notice that your newly-scheduled reports are now listed in the Scheduled reports panel at the bottom of the screen, as shown below:
<p>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 <span class="button">Schedule</span> button at the top-right of the Report screen, as shown below:</p> <img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/schedule_report.png" alt="Schedule button" /> <p>As with running a report on demand, you will need to select the report period and filters and options before scheduling.</p> <p>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 <span class="reference">1 month</span>, 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 <span class="reference">Last month</span>, ensuring a retrospective view of the previous month.</p> <p>The example below shows a <span class="reference">Busy channels</span> report. As no entity has been selected, it will run for the entire organisation. The report period has been set to <span class="reference">Last month</span> so ideally this report would be scheduled to recur monthly.</p> <img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/last_month_report.png" alt="Example of report scheduling" /> <p>When you've entered your period and criteria, press the <span class="button">Schedule</span> button. The report does not run, but instead a window appears which allows you determine the following:</p> <ul> <li>When you would like the report to start running</li> <li>How frequently the report runs</li> <li>How the report is delivered</li> <li>Who receives the report</li> </ul> <p>The example below shows how the fields in this window may be filled in.</p> <img class="screenshot border" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/schedule_panel_1.png" alt="Schedule panel" /> <h4>When do you want the first report to run?</h4> <p>Enter the exact date and time that you want the report to run in the <span class="reference">Start running the report on</span> 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).</p> <h4>How often do you want the report to recur?</h4> <p>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.</p> <h4>How do you want the report delivered?</h4> <p>Choose the delivery method from the list and then choose the destination.</p> <table class="confluenceTable"> <tbody> <tr> <th class="confluenceTh" width=120>Delivery method</th> <th class="confluenceTh">Description</th> </tr> <tr> <td class="confluenceTd"><b>E-mail</b></td> <td class="confluenceTd">Enter the e-mail address in the <span class="reference">Recipient e-mail address</span> box. E-mail addresses that you have stored against users are available by clicking the <span class="button no_margin">Find</span> 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.</td> </tr> <tr> <td class="confluenceTd"><b>File</b></td> <td class="confluenceTd">Type the location and filename where you want the file to be saved. For example, enter <span class="keyword">C:\My Reports\My Call Analysis.html</span></td> </tr> <tr> <td class="confluenceTd"><b>FTP</b></td> <td class="confluenceTd">Fill in the FTP options in the boxes displayed and select <span class="button no_margin">Schedule</span>.</td> </tr> <tr> <td class="confluenceTd"><b>HTTP POST</b></td> <td class="confluenceTd">Select HTTP POST as the Method of delivery and fill in the boxes.</td> </tr> </tbody> </table> <p>After entering the scheduling details, click on the <span class="button">Schedule</span> button to return to the main Reports screen. Notice that your newly scheduled reports are now listed in the <span class="reference">Scheduled Reports</span> list. To access this list, simply click on the <span class="button">Scheduled reports</span> tab at the top left hand side of the screen as shown below:</p> <img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/schedule_panel_2.png" alt="Schedule panel" /> |