Preparing the report

To schedule a report, choose the one you want to run from the list in the left-hand panel, then click on the Select this report button to start the report wizard, as shown below:

In 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:

If you do not want to change any of the default settings, click on the Finish button, as shown below:

Once you have selected your report's parameters, click on the Schedule for later button.

In the new window that 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

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:

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 for re-runs from the drop-down list, as shown below:

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:

Who receives the report?

Delivery method

Description

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:

Variable	Description
{year}	The current year
{month}	The current month
{week}	The current week number
{day}	The current day of the month
{hhmmss}	The time that the report ran, in a compact hours, minutes and seconds format.
{name}	The name given to the report
{uiv}	A unique numeric report identifier

To save the report on a shared network drive, please check our Knowledgebase for instructions

Schedule now

When you have configured all of 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 the screen, as shown below:

Editing a scheduled report

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

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.

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

Deleting a scheduled report

To delete a scheduled report, select the report you want to delete from the Scheduled reports panel and click theDelete button, as shown below: