Schedule Reports
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Schedule Reports
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You can automatically send reports to your colleagues and other users by scheduling the desired reports daily, weekly, monthly or yearly. Once the Report scheduler is configured, specified reports will be delivered to the recipients as an email attachment (XLS format).
Add Schedule Report
To add Schedule Report:
Go to Menu > Reports > Schedule Report.
Click Add Schedule Report.
Enter a Name for the schedule. You must not mention more than 60 characters or any special characters while adding a name.
Enter a Description for the schedule.
Select a type of Report to be sent from the dropdown. Click + icon to add more parameters to the selected report. Contact Attempt Bucket excludes current day data. This information pops up when the user selects this report from the dropdown list.
Select a Frequency of the report from Daily, Monthly, Weekly and Specific Days.
If the selected frequency is weekly, select a Week Start Day.
If the selected frequency is Specific Days, select a Specific Day.
Select a Report Start Time. This is the time from which data is picked up for the report. Example, if your start time is 11.00am, data from 11.00am is populated in the report.
Select the Report Time. This is the time up to which the report data is populated. Example, if your end time is 6.00pm, data up to 6.00pm is populated in the report.
Enter Email address(es) to send out the report to different Email address at once. Make sure to add various Email Address separated by Comma.
Click SAVE. The schedule report is added to the schedule report Dashboard. User can activate the switch ON to send out reports and turn OFF to stop sending out reports.
Edit a schedule
Select a report and click Edit under Action.
Updated the required parameters and click SAVE.
Delete a schedule
Select a report and click Delete under Action.
Click Ok on the confirmation pop up.
Fields
Fields | Description |
|---|---|
Name | Name of the specific schedule for sending out reports. |
Frequency | Frequency at which the reports are scheduled to be sent out. |
Monthly | Report sent out on the first calendar day of every month. The data populated in the report pertains to the immediately preceding calendar month.
|
Weekly | Report sent out every week on the selected day. Select an appropriate day to send out the report. You can select only one day. The data populated in the report pertains to the immediate preceding seven days. For example, if you select Wednesday as the report dispatch date, the data from the previous Wednesday 00.00 hours to Tuesday 23.59 hours is populated in the report. |
Specific Days | Report sent out on specific days of the week. Select checkboxes for the appropriate day(s) to send out this report. Multiple selections allowed. The data populated is for the single specific day, up to the Report Time selected. For example, if you select Monday and Report Time as 18.00 hours, the report contains data from 00.00 hours on Monday to 18.00 hours on Monday. |
Daily | Report sent out every day. The data in the report is from the selected Start Time to the selected End Time/Report Time, every day. |
Report Name | Report that is sent out as configured in this schedule. |
Report Start Time | Start time for the report. This is the time from which data is picked for populating in the report. |
Report Time | Specify the time when the report has to be generated and sent to the recipients. |
Activate | Activate the switch ON to send out reports, turn OFF to stop sending out reports. |
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