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.
<p>To edit delivery of any scheduled report, click on the report and then click on the <span class="button">Edit delivery</span> button as shown below:</p> <img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/edit_delivery.png" alt="Edit report's delivery" /> <p>A window similar to the one below will pop up:</p> <img class="screenshot border" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/schedule_panel_1.png" alt="Schedule panel" /> <p>To change the delivery schedule, simply overtype the existing details with your new requirements and press the <span class="button">Schedule</span> button. You may change any of 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 above example shows how the fields in this window have been filled in.</p> <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" /> |