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Scheduled Reports 265
Figure 8-3 Scheduled Reports: Properties tab
Creating Contact Center Management User report schedules
To create a schedule to automatically email agents/employees their reports
1. Click Reporter=>Scheduled Reports.
2. Click the Contact Center Management User report schedules tab.
3. Click Next>>.
The Properties tab opens.
4. After Schedule name, type a schedule name.
5. After Schedule will run, select the schedule frequency, for example, every day, every Wednesday, or
the start of month.
When you select the day, all of the reports associated with the schedule will be generated that day,
every week.
6. After at, click the time of day the schedule will be activated.
For example, if you select Wednesday at 7:00 A.M., all of the reports associated with the schedule
will be generated every Wednesday at 7:00 A.M.
NOTE: Reports are based on the data in the SQL database. We recommend you schedule your
reports for after the nightly maintenance routine runs, that is, after 2:00 A.M., to ensure the reports
are based on the entire day’s raw telephone system data.
7. After Reports time span, select a time span.
If you select Year to date, the report output includes all of the days from January 1 to the present
date. If you select From given start date to current date you will produce reports for your fiscal year.
8. Click the Distribution tab.
You can email reports to members of agent groups, employee groups, and teams.
9. Click the type of group(s) to which you want to email agent and employee reports.
10. Within each type of group, select the check boxes of the groups to which you will email reports.
11. Click Save.
12. Add reports you want to automatically distribute to the agent group(s), employee group(s) and teams
you selected.
See “Adding agent and employee reports to Contact Center Management User report schedules” on
page 266.
Creating Workforce Scheduling report schedules
To create a schedule to automatically email agents/employees their report schedules
1. Click Reporter=>Scheduled Reports.
2. Click the Workforce Scheduling Schedules tab.
3. Click Next>>.
The Properties tab opens.
4. After Schedule name, type a schedule name.