Skip to main content

Scheduling reports

Contents​

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:

select_report

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:

schedule_report_1

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

schedule_report_2

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:

schedule_report_4

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:

schedule_report_5

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:

schedule_report_6

Who receives the report?​

Delivery methodDescription
E-mailEnter 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.
FileTo save the report to a network share, specify the filename using a UNC path. You must ensure that the user account running the TIM Plus service has access privileges to write to the file you have specified. 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 (See below table for filename variables)
VariableDescription
{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

Schedule now​

When you have configured the scheduling parameters, click on the Schedule now button to save the report's definition.

schedule_report_8

Notice that your newly-scheduled reports are now listed in the scheduled reports panel at the bottom of the screen, as shown below:

schedule_report_9

info

The properties of a scheduled reports are web user specific, and can be seen or edited only by the web user that initially added the report in the system.

Editing a scheduled report​

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

schedule_report_10

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.

schedule_report_11

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

Deleting a scheduled report​

To delete a scheduled report, select it from the Scheduled reports panel and click the Delete button, as shown below:

schedule_report_12