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    Schedule A Custom Report

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    skshimla1
    The document describes how to schedule a custom report to be emailed on a recurring basis. Key steps include specifying the frequency, start/end dates, recipients, and file format. Reports can be sent to individual agents or to all contacts with full data. Scheduling allows automatically delivering customized reports on a set schedule via email.

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    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd

    Schedule A Custom Report

    Uploaded by

    skshimla1
    16 views7 pages
    The document describes how to schedule a custom report to be emailed on a recurring basis. Key steps include specifying the frequency, start/end dates, recipients, and file format. Reports can be sent to individual agents or to all contacts with full data. Scheduling allows automatically delivering customized reports on a set schedule via email.

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    Schedule-a-Custom-Report

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    The document describes how to schedule a custom report to be emailed on a recurring basis. Key steps include specifying the frequency, start/end dates, recipients, and file format. Reports can be sent to individual agents or to all contacts with full data. Scheduling allows automatically delivering customized reports on a set schedule via email.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    16 views7 pages

    Schedule A Custom Report

    Uploaded by

    skshimla1
    The document describes how to schedule a custom report to be emailed on a recurring basis. Key steps include specifying the frequency, start/end dates, recipients, and file format. Reports can be sent to individual agents or to all contacts with full data. Scheduling allows automatically delivering customized reports on a set schedule via email.

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    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
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    Schedule a Custom Report

    Content
    Context

    Use the Schedule feature to email a custom report on a specific schedule. The report is sent as an email
    attachment.

    When you schedule a report, you can:

    Specify the day of the week or month and time of the report delivery.
    Set a date or number of occurrences to stop sending the report.
    Enter the email subject and body.
    Select the report file type (PDF, formatted, and unformatted Excel file).
    Send a copy to each of the agents in the report. This is only applicable if the report has agent
    information. Each agent can only view their own data.
    Add staff and other contacts to the email distribution list. Staff and other contacts receive the full
    data available in the report.

    Before You Begin

    You must have some familiarity with the reports that currently exist in the system.

    Steps

    1. Navigate to T.C.1 - Run Reports.


    2. Select the report that you want.
    3. Click the Schedule tab.
    4. Check Send report on set schedule to open the schedule options.
    5. Under Schedule, do the following:
    1. Use the Repeat every dropdowns to set the frequency of the report and time of day for report
    delivery.
    2. Use the Repeat on day dropdown to select the day when you want the report to be sent. For
    a monthly report, select the day of the month. For a weekly report, select which day of the
    week.
    3. Optional: In Ends, select the date when you want to stop sending the report.
    In the example below, the report is scheduled to be sent on the fourth of every month at 8:30
    am. The report stops being sent after the 4th occurrence.
    6. Under Report email, do the following:
    1. In Email subject line, enter your preferred email subject line.
    2. In Email body, enter the content that you want.
    3. Check Append report criteria to the email body to include the report criteria in the email,
    such as time period and filters.
    4. Use the Report attachment file type dropdown to select your preferred file type for the
    attachment.
    7. Under Recipients, do the following:
    1. Check Send individual report data to send the report to send the report to all of the agents
    in the report. Each agent can only view their own data.
    2. Check Send full report data to the following contacts to add staff or other contacts. These
    recipients can view the full data in the report. Once done, you can do either of the following:
    1. In the To, Cc, and Bcc fields, enter the email addresses of the recipients.
    2. Click To, Cc, and Bcc to open the Select Email Address window. Use this window to
    add any of the agents, staff, or other contacts stored. Select the recipient(s) that you
    want and click To, CC, or BCC.
    Use the Insert Contacts From dropdown to add other contact types.

    Once done, click OK to go back to the Schedule tab.

    8. Click Store to save your changes. Once saved, the report is shown as "Scheduled" in the List tab.
    9. If you want to remove the schedule of the report, click the Schedule tab, then un-check the Send
    report on set schedule.

    Related Articles

    Create a Custom Report


    Run a Custom Report

    Menu Option T.C.1

    Visible to
    Customer

    Visible In Public
    Knowledge Base

    Title Schedule a Custom Report

    URL Name Schedule-a-Custom-Report

    Tags t.c.1

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