Scheduling a report is useful when you want to generate and print, export, or email a report periodically.You must specify the template's parameters before you can automatically email a report. If you have scheduled a generated report to be automatically emailed, and the report is not sent, contact your administrator. The administrator must create a printer account with local administrative privileges on the Contact Center server to ensure that scheduled reports are emailed successfully.You can schedule up to 30 reports per specified 15 minute interval. If more reports are scheduled, the 31st report and any additional reports are generated in the following interval.Once you have scheduled a report to be automatically generated, you can manage the scheduled report. Refer to Managing Scheduled Reports.Complete the following steps to schedule a report:
In an open template, click Report > Schedule, or click on the Define an Automatic Report icon. The Automatic Reports window opens.
In the Schedule tab, specify the Schedule Name.
To keep the new schedule up-to-date with any changes made to the template on which it is based, select the Synchronize with the source template (parameters, design) check box.
Use the options in the Date and Time areas to schedule when the report is to be generated.
The following list includes the Date options:
Clear — Click to clear the previously selected Date option.
Now Days — Generate the report today, and every number of specified days.
Now Months — Generate the report today, and every number of specified months.
Specific — Generate the report on this specific day only.
The following list includes the Time options:
Every Hour — Generate the report every number of specified hours.
Specific — Generate the report at this specific hour only.
If you want to generate the report to a printer, select Printer in the Destination tab, and then select the appropriate printer options.
If you want to generate the report to a file, select File in the Destination tab, and then select the appropriate file options.
Click OK.