Scheduling Reports

Automate reports to be sent on a schedule to your Inbox or network folder .

 

 

 

Task Scheduler

 

1. Enter minimum criteria for your report

Report Template	Interaction Activity Report
Period	e.g. Yesterday
Times	e.g. 8:00am to 5:00pm
Group by	e.g. Date
Extension / Queue Number	e.g. 5700

2. Click Schedule from the Report Manager toolbar

3. Enter the name of your task in the Scheduler Name field

 



 

4. Select Schedule frequency radio button e.g. Daily

5. Enter Start Date and Time trigger and add Recurrence options

Hourly	Max. 100 hours
Daily	Max. 100 days
Weekly	Max. 100 weeks	&	Specific day(s) of week
Monthly	Every month unless specified	&	Specific day(s) of month or Specific day(s) of week or Specific occurrence(s) of day(s) of week (e.g. every second Monday)

6. Enter targets for post-run actions Notifications or further task activations in Other Settings

Send Email	Specify an email address to receive notification on success or failure of a scheduled run
Run Task	Trigger another Report or Outbound Campaign on success or failure of a scheduled run

7. Select delivery method an file type under Options

Run on	IPFX Server OR Your PC
Output type	EmailEnter destination address in last field OR File Press to save to a network location
Template	Default to selected template
Period	Default to selected template
Format	Select export format

 

 

Schedule Manager

 

1. Select Scheduling>Manage from the Publisher toolbar

2. Tasks show in list with current activity shown in Status column

 



 

3. Right-click a task to make configuration changes with the Scheduler Menu

New Report Task	Open Task Scheduler
View Task Events	Open Event Viewer
Edit Task Trigger	Change Schedule
Edit Task Options	Change delivery method
Run Now	Manually initiate task
Delete Task	Remove task from Scheduler

4. View details of task-runs by selecting View Events from toolbar

Past		Future
Run Time	Scheduled start time	Enabled	Toggle future run on/off
Start Time	Actual start time	Run Time	Scheduled start time
End Time	Task finish time
Details	Double-click to view timeline
Status	Success or Fail