Voice Analytics - Scheduling Reports

Saved custom reports can be scheduled to run and deliver to your email on a recurring basis.

1. Log in to the analytics tool.
    

2. Click Saved at the top of the screen. The list of reports, including who created them and when, is displayed on the screen.
   
   
    

3. Click the Scheduled tab at the top of the screen.
   
   
    
4. Click the green Scheduled Report + button at the upper-right of the screen.
   
   
    
5. Enter the fields as indicated below:
    
   • Schedule name: A descriptive name for the schedule. Often, this is the same name as the custom report itself.
   • Report name: The name of the saved report to run.  Select this from the drop-down menu.
   • Time Frame: Choose whether the report runs for a fixed period or a relative period.
   • Timezone: This is the time zone you are in.
   • Starts: This is the start time for the report.
   • Ends: This is the end time for the report.
   • Distribution: The time the report will be emailed to recipients. For weekly distribution, you can select the days of the week it will be sent.
   • Run until: How long the report should run. Options are Forever (default) or Custom date. If selecting a custom date, you will be prompted to choose a date. 
   • Email addresses: The email addresses the report will be sent to. Use a comma to separate multiple addresses. 
      
   
    
6. Click Save.