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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 button, 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:
- Setting the report Period
- Setting the report Entity
- Setting the report Filters
- Setting the report Options
- Setting the report Formats
If you want to leave the default settings , just click on the button, at the bottom of the pop-up window, as shown below:
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:
