<a id="Preparing the report"></a>

<a id="Setting the scheduling parameters"></a>

The properties of a scheduled reports are web user specific, and can be seen or edited only by the web user that initially added the report in the system.

<a id="Editing a report's definition"></a>

<a id="Editing a report's delivery"></a>

<a id="Deleting a schedule report"></a>

<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" />