Cisco Packaged Contact Center Enterprise Reporting User Guide, Release 10.0(1)
Schedule a report
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Schedule a report

Introduction to the Report Scheduler

Use the Scheduler to schedule, generate, and email reports.

Figure 1. The Report Scheduler



Use the Schedule List to view, edit, and run a scheduled report.

You can schedule reports in any one of the following ways:

  • Create a scheduled report to present on a dashboard
  • Automatically email reports
  • Save reports to remote location

Create a schedule for a report

Follow these steps to create a scheduled report for a dashboard:


Note


Some reports can be scheduled to run automatically within a dashboard. For example, an interval report can be run every 30 minutes to capture today's activity up to the prior interval.



Note


Live Data does not support scheduling.
Procedure
    Step 1   In the Scheduler, click Create.
    Step 2   In the General Settings tab, enter a Schedule Name for the scheduled report.
    Step 3   Using the Reports drop-down menu, select a report.
    Step 4   Check the Set Filter check box to configure the filters. To use the default filter, do not check the check box.

    You cannot schedule a report that does not have a filter.

    Step 5   Click the Set filtering criteria link to go to the filter configuration page.
    Note   

    See Types of filters for more information.

    Step 6   In the Duration section, click the calendar icon to select the Start Date and check No End Date, or use the calendar icon toEnd Date.
    Step 7   In the Recurrence section, specify the frequency of the scheduled report. Choose from one of the following options:
    • Once—Specify the time of day for the single occurrence.
    • Daily—Specify a number for recurrence of days; for example, every four days.
    • Weekly—Specify the number of weeks and the days of the week you want the scheduled report to be run.
    • Monthly—Select a day of the month and specify the number of months that you want the scheduled report to run.
      Note    Use Last to specify the last day of the month.

    In the Frequency section, specify the number of times the report should run on the scheduled days.

    Note   

    The maximum frequency with which you can schedule a report is once every five minutes.

    Step 8   Click Save.

    Configure a scheduled report to be sent by email

    In the Scheduler, click the Email tab to set up a schedule to email a scheduled report.

    Before You Begin

    Configure the email server in the Administration Console. Contact the administrator for assistance or see the Cisco Unified Intelligence Center Administration Guide.

    Procedure
      Step 1   In the Email Distribution field, click Add, and enter the recipient email address.
      Tip    Repeat Step 1 to add multiple recipients.
      Note   

      Email page validation occurs when the email ID is entered in the 'email distribution' field. No validation is performed if there is no email ID entered in the 'email distribution' field.

      Step 2   Using the Email View drop-down menu, select the view of the report that you want to email.
      Note   

      Only grid views can be scheduled.

      Step 3   In the Email Subject field, enter text for the subject line.
      Step 4   Using the File Type drop-down menu, select the type of file. Choose one of the following:
      • INLINE HTML—Sends the report in HTML format.
        • The historical report has an upper limit of 8000 rows.
        • The real-time report has an upper limit of 3000 rows.
      • XLS—Sends the report as a Microsoft Excel file attachment.
        • The historical report has an upper limit of 8000 rows.
        • The real-time report has an upper limit of 3000 rows.
      • PDF—Sends the report as a PDF file attachment. PDF attachments have the following limitations:
        • The generated PDF has either landscape or portrait orientation. Landscape orientation is the default setting.
        • The generated PDF uses standard font sizes: 10 pixels for landscape orientation and 8 pixels for portrait orientation. The PDF bypasses the font size set in grid view editor to keep the font output printer-friendly.
          Note   

          PDF supports images only in the HTTP format.

        • The generated PDF retains rows which fit within the page for the selected orientation. Columns that do not fit within the page are truncated.
        • Only 1000 rows are supported for a PDF file attachment. An email message is sent if the scheduled report exceeds 1000 rows.
        • The generated PDF does not support word-wrap for columns. In case of larger text, you can customize the column width in the grid editor to avoid overlaps. However, note that this might reduce the number of columns shown in the PDF.
      Step 5   Click Save.

      Configure a report to be posted to a remote location

      In the scheduler, click the Save to Remote Location tab to post a report.

      Procedure
        Step 1   In the Protocol drop-down list, select SFTP to establish secure connection to the remote location.
        Step 2   In the Report View drop-down list, select the view of the report to be posted.
        Step 3   In the Host field, enter the IP address of the remote location.
        Step 4   Enter a Port number for the SFTP.
        Note   

        The default port number used is 22.

        Step 5   Enter a User name for the host.
        Step 6   Enter a Password for the host.
        Step 7   In the Directory Path field, enter the location on the host to save your .csv file to.
        Step 8   Click Save.