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Summary_list
Task1Preparing the report
Task2Setting the

...

scheduling parameters
Task3Editing a scheduled report
Task4Deleting a scheduled report

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

Preparing the report

To schedule a report to run in the future, and to set it to recur at frequent intervals, choose the report one you 'd like want to run and from the list in the left-hand panel, then click on the Select this report button to start the report wizard, as shown below:

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As In the same way as with running a report on demand, you may need to select can modify the report period, entity, filters, options and format before scheduling.Please refer , by referring to the relevant pages below, if you wish to set the report parameters:

If you do not want to leave change any of the default settings, just click on the Finish button, at the bottom of the pop-up window, as shown below:

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Select the format of the report and Once you have selected your report's parameters, click on the Schedule for later button. Please note that when you schedule a report to be emailed to you, formats like PDF and Excel are more useful.

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The In the new window that appears will allow you to 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.

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HTML
<h2>Setting the report scheduling parameters</h2>

<p>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 <span class="button">Select this report</span> button, 
as shown below:</p>

<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_plus/select_report.png" alt="Select report" />

<p>As with running a report on demand, you may need to select the report period, 
entity, filters, options and format before scheduling.</p>

<p>Please refer to the pages below, if you wish to set the report parameters:</p>

<ul>
	<li><a href="Setting the report period">Setting the report period</a></li>
	<li><a href="Setting the report entity">Setting the report entity</a></li>
	<li><a href="Setting the report filters">Setting the report filters</a></li>
	<li><a href="Setting the report options">Setting the report options</a></li>
	<li><a href="Setting the report formats">Setting the report formats</a></li>
</ul>

<p>If you want to leave the default settings, just click on the <span class="button">Finish</span> 
button, at the bottom of the pop-up window, as shown below:</p>

<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_plus/schedule_report_1.png" alt="Schedule report" />

<p>You are now ready to run the report, by clicking on the large <span class="button">Schedule for later</span> button.
Please note that when you schedule a report that will be emailed to you, formats like PDF and Excel are more usable.</p>

<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_plus/schedule_report_2.png" alt="Schedule report" />

<p>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 the scheduling parameters that can be set by the user.</p>

<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_plus/schedule_report_3.png" alt="Schedule report" />

<h4>When do you want the first report to run?</h4>

<img class="screenshot border" src="http://www.tri-line.com/common/img/documentation/tim_plus/schedule_report_4.png" alt="Schedule report" />

<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, enter 
the year. Then enter the time in the form <span class="keyword">hh:mm:ss</span> (hours, minutes 
and seconds).</p>

<h4>How often do you want the report to recur?</h4>

<img class="screenshot border" src="http://www.tri-line.com/common/img/documentation/tim_plus/schedule_report_5.png" alt="Schedule report" />

<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, 2 months etc.</p>

<h4>How do you want the report delivered?</h4>

<img class="screenshot border" src="http://www.tri-line.com/common/img/documentation/tim_plus/schedule_report_6.png" alt="Schedule report" />

<p>Choose the delivery method from the list.</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">E-mail address</span> field. 
			If you want to schedule delivery to more than one person, simply use a <span class="keyword">;</span> 
			or <span class="keyword">,</span> 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>
    </tbody>
</table>

<h4>Who receives the report?</h4>

<img class="screenshot border" src="http://www.tri-line.com/common/img/documentation/tim_plus/schedule_report_7.png" alt="Schedule report" />

<p>In case of email delivered, just fill-in the email addresses of the recipients.</p>

<p>Alternatively, type in the location and filename where you want the file to be saved.</p>

<h2>Schedule now</h2>

<p>After entering the scheduling details, click on the large <span class="button">Schedule now</span> button and your
repot will be scheduled straight away.</p>

<img class="screenshot border" src="http://www.tri-line.com/common/img/documentation/tim_plus/schedule_report_8.png" alt="Schedule report" />

<p>Notice that your newly scheduled reports are now listed in the <span class="reference">Scheduled reports</span> 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.</p>

<img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_plus/schedule_report_9.png" alt="Schedule report" /> 

opens you can set the scheduling parameters of the report:

  • when you want the report to first run
  • how frequently you want the report to run
  • how you want the report delivered
  • who should receive the report
HTML
<a id="Setting the scheduling parameters"></a>

Setting the scheduling parameters

When do you want the first report to run?

Enter the future date and time that you want the report to run at, as shown below:

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How often do you want the report to recur?

If you want the report to recur, tick the

Referencemacro
LabelRepeat the report
box and select the frequency for re-runs from the drop-down list, as shown below:

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How do you want the report delivered?

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:

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Who receives the report?

Delivery methodDescription

E-mail

  • Enter the e-mail address that you want the report to be delivered to
  • If you want the report to be e-mailed to more than one person, separate each address using the ; symbol.

File
  • Type the full filename, including folder, of the location that you want the report to be saved as, e.g. C:\My Reports\My Call Analysis.html
  • The filename can include the following variables:
VariableDescription
Keywordmacro
Label{year}
The current year
Keywordmacro
Label{month}
The current month
Keywordmacro
Label{week}
The current week number
Keywordmacro
Label{day}
The current day of the month
Keywordmacro
Label{hhmmss}
The time that the report ran, in a compact hours, minutes and seconds format
Keywordmacro
Label{name}
The name given to the report
Keywordmacro
Label{uiv}
A unique numeric report identifier
  • To save the report to a network share, specify the filename using a UNC path. You must ensure that the user account running the TIM Plus service has access privileges to write to the file you have specified.

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Schedule now

When you have configured the scheduling parameters, click on the Schedule now button to save the report's definition.

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Notice that your newly-scheduled reports are now listed in the Scheduled reports panel at the bottom of the screen, as shown below:

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Info

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.

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<a id="Editing a scheduled report"></a>

Editing a scheduled report

To edit a scheduled report, select it from the Scheduled reports panel, and click on the Properties button, as shown below:

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A new window with the properties of the report will open, where you can edit the period, entity, filters, options and format of the report.

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Click on the links below for details of how to configure these parameters:

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

Deleting a scheduled report

To delete a scheduled report, select it from the Scheduled reports panel and click the Delete button, as shown below:

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