Scheduling reports

Preparing the report

To schedule a report to run in the future and set it to recur at frequent intervals, choose the report you would like to run and click on the Select this report button to start the report wizard, 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:

If you want to leave the default settings, just click on the Finish button, at the bottom of the pop-up window, as shown below:

Select the format of the report and click on the Schedule for later button.

Please note that for reports sent via e-mail, formats like PDF or Excel are more usable.

The new window that appears will allow you to determine the scheduling parameters:

When do you want the report to start running
How frequently the report runs
How the report is delivered
Who receives the report

Setting the scheduling parameters

When do you want the first report to run?

Enter the exact date and time when you want the report to run, as shown below:

How often do you want the report to recur?

If you want the report to recur, tick the Repeat the report box and select the frequency from the drop-down list, as shown below:

How do you want the report delivered?

The report can be sent via e-mail or saved in a specified location. Choose the delivery method from the available drop-down list:

Who receives the report?

Delivery method	Description
E-mail	Enter the e-mail address of the person you want the report to be delivered to If you want the report to be e-mailed to more than one person, simply use a ; or , to separate each e-mail address.
File	Type the location of the folder you want the report to be saved, followed by the report's name. For example, enter C:\My Reports\My Call Analysis.html. To save the report on a shared network drive, please check our Knowledgebase for instructions.

Schedule now

After entering all the scheduling parameters, click on the Schedule now 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 your screen, as shown below:

To access, modify or delete any of the scheduled reports, please refer to the pages below.

Editing a schedule report

To edit a scheduled report, select the report you want to configure from the Scheduled reports panel, and click on thePropertiesbutton on the top right corner of the panel, as shown below:

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

Click on the links below for more instuctions on how to configure these parameters:

Deleting a schedule report

To delete a scheduled report, select the report you wish to delete from the Scheduled reports panel, and click on theDeletebutton at the top right corner of the panel, as shown below.

You will be prompted to confirm to want to delete the report. Click OK to confirm the deletion.