Adding a Report Scheduler

The procedure below describes how to add a new Report Scheduler.

To add a new Report Scheduler:
1. Open the Report Scheduler page (Reports > Interaction Center Reports > Report Scheduler); the following appears:

2. The following is a description of all the fields:

Field

Description

Schedule Name Defines the report scheduler name that was configured.
Start Date Defines the start dates that were configured on the report scheduler.
Select Frequency Defines the frequency that this report is sent.
Export Format Defines the format in which this report is sent.
Status Defines the status of the schedule report.
3. Click + New Scheduled; the following appears:

4. The following is a description of the fields that must be entered:

Field

Description

Schedule Name Defines the name of the scheduled report.
Report Export Method Defines the method that this report is sent.
Start Date & Time Defines the first time that this report is run. The Start Date & Time uses the time zone that is configured at the tenant level.
End Date & Time Defines the last time that this report will be run. The End Date & Time uses the time zone that is configured at the tenant level.
Export Frequency Defines the recurrence pattern for the scheduled report.
Time Defines the time that this report will be generated.
Day Defines the day that this report will be generated. This option is only available when the frequency is set to Weekly.

Range

Defines a specific time range within the month, or choose a custom day range within the month that the report will be generated. This option is only available when the frequency is set to Monthly.

Export Format

Defines the format that this report is sent in.

Email Subject Defines the subject name of email that is sent.
Recipients Defines the recipients who will be receiving the email. More than one recipient can be added.
Reports Select the report to be scheduled.
5. The following is a description of the filter that can be applied for this report:

Field

Description

Queue Name Filter by a specific queue. If that queue is not selected, it will be considered as any queue.
Call Source Filter by a specific call source.
Call Destination Filter by a specific call destination.
Wait Time (sec.) Filter by Wait Time in seconds.
6. Click Save Changes.