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Select a reporting period
To set the report period, 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 button to start the report wizard, as shown below:
The pop-up window that appears allows you to choose the reporting period which is the first screen of the report wizard. You may choose from the preset reporting periods or enter your own specific date and time that the system should execute the report for you.
Preset period
To select from the preset periods, simply click on the down-arrow displayed alongside the periods and select from following preset options:
The period options are defined more fully below:
| Period | Description |
|---|---|
| Today | The start and end dates are set to the current date. The start time is set to 00:00:00 and the end time to 23:59:59. |
| Yesterday | The start and end dates are set to the current date minus one day. The start time is set to 00:00:00 and the end time to 23:59:59. |
| This week | The start date is set to the first day (normally Monday) of the current week. The end date is set to the current day. The start time is set to 00:00:00 and the end time to the current time. |
| Last week | The start date is set to the date of the last Monday, and the end date is set to the start date plus seven days. The start time is set to 00:00:00 and the end time to 23:59:59. |
| This month | The start date is set to the first day (normally Monday) of the current month. The end date is set to the current day. The start time is set to 00:00:00 and the end time to the current time. |
| Last month | The start date for this period is set in three stages. The day is set to 01, the month is set to the current month minus one, or in the case of January, it is set to 12. The year is set to the current year, unless it is a new year, in which case the year is reduced by one. The start and end times are set to 00:00:00 and 23:59:59 respectively. |
| This year | The start date is set to the first day of the first month of the current year, whilst the end date is set to today's date. The start and end times are set to 00:00:00 and 23:59:59 respectively. |
| All calls | The start and end dates and times are set to the date and time of the first and last call in the entire call database, respectively. |
| Custom period | Enter the start and end dates and times into the boxes below. The start and end times are linked to their respective dates. |
Custom period
To define your own report period, simply select Custom period from the drop-down list and enter in the From date and To date as well as the From time and To time fields as shown below:
Run the report
To run the report without setting any further parameters, simply click on the button. To continue adding parameters, click on the button, which will lead you to the Entity parameters.
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 , as shown below:
As with running a report on demand, you will need to select the report period, entity and filters and options before scheduling.
Please refer to the pages below, to set the report parameters:
- Setting the report Period
- Setting the report Entity
- Setting the report Filters
- Setting the report Options
- Setting the report Formats
The example below shows a Busy channels report. As no entity has been selected, it will run for the entire organisation. The report period has been set to Last month so ideally this report would be scheduled to recur monthly.
When you've entered your period and criteria, press the button. The report does not run, but instead a window appears which allows you 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 how the fields in this window may be filled in.
When do you want the first report to run?
Enter the exact date and time that you want the report to run in the Start running the report on fields. Enter the day, select the month from the drop-down list, enter the year. Then enter the time in the form 'hh:mm:ss' (hours, minutes and seconds).
How often do you want the report to recur?
If you want the report to recur, you can set the frequency by selecting from the drop-down list and entering a preceeding digit e.g. 2 days, 1 week, 1 month etc.
How do you want the report delivered?
Choose the delivery method from the list and then choose the destination.
| Delivery method | Description |
|---|---|
| Enter the e-mail address in the Recipient e-mail address box. E-mail addresses that you have stored against users are available by clicking the button. You can also type an e-mail address that is not alreay stored. If you want to schedule delivery to more than one person, simply use a ';' or ',' to separate the e-mail addresses listed. | |
| File | Type the location and filename where you want the file to be saved. For example, enter C:\My Reports\My Call Analysis.html |
| FTP | Fill in the FTP options in the boxes displayed and select . |
| HTTP POST | Select HTTP POST as the Method of delivery and fill in the boxes. |
After entering the scheduling details, click on the button to return to the main Reports screen. Notice that your newly scheduled reports are now listed in the Scheduled Reports list. To access this list, simply click on the tab at the top left hand side of the screen as shown below:
