Schedule a Report
To create and setup a report, click Add.
1. A list of all the available reports is displayed. Select the required report and click OK.
2. A parameter values menu will be displayed. The menu will be appropriate for the type of report you have selected..
* Use ">>" the to select from the list of available variables. In the example below the ">>" by 'Media Type was selected and the type 'calls' selected. To return to the parameters form click OK.
* Click OK when all the details have been entered. If any parameters are not completed a 'stop' message will show and you are returned to the Adminitration tab.
3. If all the parameters are completed a Preset report properties Schedule menu will be displayed.
* Enter a description and select the frequency at which the report will run.
* If you wish to automatically print the report when is has been run, click on Distribution. A print distribution menu will be displayed. To display a list of the available printer click Add. Highlight the required printed and enter the number of copies required. Click on the Schedule button to select when to print. Click OK to finish.
* If your CCC system has been enabled for email distribution, click the word Schedule. The Email Distribution menu will be displayed. Click on Add to select the email addresses and the Explorer User Prompt will appear. Enter the required email address and click OK. Select the format to send the report in and then enter a Subject title plus any message that you wish to go with the email. Click on OK to finish.
* Alternatively, when distribution is not required, from the Preset report properties Schedule menu, click OK to finish.
4. The newly created report will appear on the Administration tab and also on the Preset Reports tab.
This site uses cookies to help personalise content, tailor your experience and to keep you logged in if you register.
By continuing to use this site, you are consenting to our use of cookies.