Cisco Customer Response Applications Historical Reports User Guide (3.0)
Scheduling Historical Reports
Table of ContentsScheduling Historical Reports
Information in Scheduled Reports
Recommendations for Scheduling
General Settings for Scheduled Reports
Choosing the Report to ScheduleDetailed Settings for Scheduled Reports
Including Charts with a Scheduled Report
Choosing Whether to Print or Export a Scheduled Report
Choosing Schedule Settings
Saving a Schedule
Viewing and Deleting Schedules
Handling Missed Schedules
Scheduling a historical report means instructing the Cisco Customer Response Applications (CRA) Historical Reports client to automatically generate the report at some time in the future. Although you can schedule a report to generate once, the report scheduling function is particularly useful for preparing reports that you require regularly. For example, you can schedule an Agent Detail Report to generate every Monday at midnight and an Agent Summary Report to generate on the first Sunday of every month at noon.
When you schedule a report, you perform these general steps:
1. Choose general settings for the report, including the name of the report, whether to include charts, and whether to save (export) or print the report.
2. Choose detailed settings for the report, if necessary, including a sort method and a filter parameters.
3. Choose scheduling settings, including how often and when the report is generated.
4. Save the scheduling information.
The following sections include these topics:
Table 5-1 shows the types of schedules that you can specify for historical reports and the information that is contained in each type of report.
Table 5-1: Historical Reports Schedules and Data
When a scheduled report generates, it can use significant resources on the Cisco CRA server. To help keep the server running most efficiently, schedule reports to generate at times when the Cisco CRA server is least busy, for example, late at night or early in the morning.
The Scheduler runs automatically and unattended in the background on the Cisco CRA Historical Reports client computer. It will not affect other activities that you perform on the client computer. The Scheduler should always be left running, even when you exit the CRA Historical Reports main window. If the Scheduler is not running when a schedule should execute, the schedule will not execute.
If a schedule does not execute because the Scheduler is not running, the Missed Report dialog box appears when the Scheduler restarts. For more information, see the "Handling Missed Schedules" section.
You can control the Scheduler using the Scheduler icon, shown in Figure 5-1. This icon appears in the status area on your Windows taskbar.
Figure 5-1: Scheduler Icon
To verify that the Scheduler is running, right-click the Scheduler icon and look at the Run Scheduler option in the Scheduler menu. If Run Scheduler is dimmed (that is, unavailable), the Scheduler is running.
General settings for scheduled reports include:
If you have saved report settings in a Report Settings file, you can load the Report Settings file and use it as a basis for a scheduled report. See the "Saving and Loading Report Settings" section for information about saving and loading a Report Settings file.
If you have already made settings for a report in this Cisco CRA Historical Reports session, any information that you entered in the general or detailed fields for that report appears in those areas when you schedule reports. In addition, if the report is set to occur once, date and time information that you entered when you set up the report appears in the Cisco CRA Historical Reports Schedule menu. You can use the information that appears in the general and detailed fields and in the Schedule menu as a basis for your scheduled report, or you can click Reset to return the report settings their default values.
Now you can specify whether to include charts with the report, choose whether to print or export the report, and choose detailed report settings. You also must choose schedule settings before the schedule will execute.
Step 1 In the CRA Historical Reports main window, click the Schedule Future Reports, Including Repeat Reports radio button.
If you do not want to include charts, uncheck this check box.
Now you can choose whether to print or export the report, and choose detailed report settings. You also must choose schedule settings before the schedule will execute.
When a schedule executes, the Cisco CRA Historical Reports client either prints the report or exports it (saves it in a file). After choosing this setting, you can choose detailed report settings. You also must choose schedule settings before the schedule will execute.
Scheduled reports print on the default printer that has been designated for your computer. To print a scheduled report when it generates, click the Export Type drop-down arrow in the CRA Historical Reports main window and choose Export to Printer.
Now you can choose detailed report settings. You also must choose schedule settings before the schedule will execute.
The Cisco CRA Historical Reports client saves scheduled reports in files. You can view, print, and manipulate the data in these files with other programs. Unless you have changed the defaultExportPath parameter in the hrcConfig.ini file, the Cisco CRA Historical Reports client stores these files on the client computer in the Cisco CRA Historical Reports\Reports directory, which is under the directory in which you installed the Cisco CRA Historical Reports system. (By default, the system installs in the Program Files directory.) By default, the client saves scheduled reports in a PDF (Portable Data Format) file. Also by default, the client gives saved reports a descriptive file name that indicates the name of the report, its language, its date and time of creation, the login identification of the user who scheduled it, its scheduled recurrence, its date range, and the format of the file. If desired, you can specify another format, location, and file name. (If you change the file name, the client automatically adds descriptive information to the new file name when it creates the file.)
When you specify that a generated report is to be saved, you can designate any of the formats shown in Table 5-2.
Table 5-2: Formats for Exported Historical Reports
To save a scheduled report in a file when the report runs, follow these steps:
Step 1 Make sure that Export to File appears in the Export Type field in the CRA Historical Reports main window. If Export to File does not appear, click the Export Type drop-down arrow, and then choose Export to File from the list that appears.
(The Export Location button appears as "..." in the window.)
The Save As dialog box appears. The Cisco CRA Historical Reports client will add information to the default file name shown in the File Name field when the report is generated.
Step 3 If you want, make changes in the Save As dialog box as follows:
Step 4 Click Save.
Now you can choose detailed report settings. You also must choose schedule settings before the schedule will execute.
When you use detailed report settings, you can cause scheduled reports to include only specific information or to display information in a particular order. Detailed report settings include a sorting method and a filter parameter.
Detailed settings are optional. If you do not choose a detailed setting, the report will contain all relevant information presented in a default order.
To specify a sorting method and a filter parameter for a scheduled report, follow these steps:
Step 3 Choose detailed settings just as you do when you generate a report. See the "Detailed Report Settings" section for complete instructions.
After choosing these settings, you must choose schedule settings before the schedule will execute.
When you choose schedule settings, you specify:
To choose schedule settings, follow these steps:
The Cisco CRA Historical Reports Schedule window appears, as shown in Figure 5-2.
Figure 5-2: Cisco CRA Historical Reports Schedule Window
Step 4 In the Occurs area, choose how often the schedule executes, as explained in Table 5-3.
Table 5-3: Scheduling Settings for Historical Reports
For a schedule that is set to occur daily, weekly, or monthly, make these settings in the Range of Recurrence area:
Step 6 Click OK to save your schedule settings.
After choosing general, detailed, and schedule settings, you are ready to save the scheduling information. When you save scheduling information, the system stores the information you have specified as a schedule in the Scheduler database.
To save a schedule, follow these steps:
The Report Scheduled Successfully dialog box appears.
Step 2 Click OK.
To see a list of schedules that are stored in the Scheduler, choose Settings > Scheduler from the Cisco CRA Historical Reports main window, or click the Scheduler tool. The Scheduled Reports window appears.
To exit the Scheduled Reports window, click Close.
The Scheduled Reports window lists each schedule stored in the Scheduler. It displays each schedule on a row and arranges information about each schedule in the columns shown in Table 5-4.
Table 5-4: Schedule Information
To expand a column if you cannot see its entire contents, drag the left or right border next to its title.
When you open the Scheduled Reports window, the window displays schedules in alphabetical order by Report Name. You can change the display order by arranging the schedules in ascending or descending order by the information displayed in any column.
To change the order of displayed schedules, click the desired column name. The schedule appears in ascending alphabetical or numerical order by the information in that column. Click the same column name again to display the information in descending order.
For example, to display the list of schedules in the order that each schedule was created, click the Date Created column title. Similarly, to display schedules by recurrence type, click the Recurrence Type column title.
To delete a schedule, follow these steps:
An arrow appears to the left of the name of the report, indicating that the schedule has been selected.
Step 2 Click Delete.
The Confirmation dialog box appears.
Step 3 Click OK to permanently delete the schedule.
If you decide not to delete the schedule, click Cancel instead.
In order for a schedule to execute:
If schedules do not execute because the server is not running, you can generate the reports manually when the server is running again.
If schedules do not execute because the Scheduler is not running, the Scheduler will identify missed schedules. When the Scheduler restarts, the client computer will display a dialog box that shows the number of missed schedules and asks if you want to execute missed schedules. Click YES to execute missed schedules, or click NO to continue without executing the schedules. If you click Yes, the reports that generate will depend on the parameters specified in the Sch.ini configuration file and the scheduling options for the reports.
For example, assume that you have set up a schedule to run daily, and that the schedule has no end date. In addition, assume that five of these schedules were missed, and that the Sch.ini file instructs the system to execute up to three missed daily schedules. When you execute missed schedules, the system will generate the three most recent daily reports.
As another example, assume that you have set up a schedule to run weekly and to end after four occurrences. In addition, assume that all of these schedules were missed, and that the Sch.ini file instructs the system to execute up to three missed weekly schedules. When you execute missed schedules, the system will generate three of the missed weekly reports. The first report will be the one that was scheduled to be the final report. The other reports will be the two previous reports.