Cisco Unified Contact Center Express Report User Guide, Release 10.0(1)
- Updated:
- January 20, 2014
Chapter: Schedule reports
Schedule Reports
Overview
You can automate the generation of reports on a regular and recurring basis by setting up a schedule. The Scheduler lets you run large dataset reports once to be sent to, and viewed by, many users.
Only users with Report Designer and System Configuration Administrator roles can access the Scheduler drawer. System Configuration Administrators can perform all scheduler functions on any reports. They can read, edit, and run any scheduled report and can create a schedule for any report. Report designers can create a schedule only for those reports that they created or for which they have Execute permissions.
You cannot schedule Live Data reports.
You can schedule reports in any of the following ways:
Create a Schedule for a Report
You can schedule reports to run automatically within a dashboard. For example, an interval report can be run every 30 minutes to capture a day's activity up to the prior interval.
 Note | Live Data does not support scheduling. |
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.
Configure the SMTP server information from the Cisco Unified CCX Administration page. Choose to configure the SMTP server. For more information, see the " Tools Menu" section of Cisco Unified Contact Center Express Administration Guide, located at:
| Step 1 | In the
Email
Distribution field, click
Add, and enter the recipient email address.
| ||||
| Step 2 | In the
Email
View drop-down menu, select the view of the report that you want to
email.
| ||||
| Step 3 | In the Email Subject field, enter text for the subject line. | ||||
| Step 4 | In the
File
Type drop-down menu, select the type of file. Choose one of the
following:
| ||||
| Step 5 | Click Save. |
Note | Every time you edit a scheduled report and click Save, scheduler runs and sends the scheduled report by email to all the recipients that are configured in the Email Distribution field. |
Configure a Report to Be Posted to a Remote Location
In the scheduler, click the Save to Remote Location tab to post a report.
| 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.
| ||
| 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. |
Note |
|
Feedback