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Example: Scheduling a Report
In this example, you will create a schedule to export two reports in spreadsheet format
every Monday at 8 AM.
To schedule a report:
1. From the Reporter toolbar, click the Auto Reporter icon and then select Report
Schedules.
2. From the toolbar, click New.
3. On the General tab:
a. Type Weekly Reports for the schedule name.
b. For the schedule option, select Every and then Monday.
c. Change the Starting at time to 8:00:00 AM.
4. On the Reports tab, click Add and then select Call Cost by Account Code.
5. Click Add again and then select Configuration: ACD Agent List.
6. In the Action area, select Export Reports from the drop-down list.
7. On the Export Wizard screen, select Microsoft Excel Spreadsheet (XLS) and then
click Next.
8. Check the default file names and location that Reporter shows for the two reports
and then click Finish. If you want to change either the file name or location, click
Browse to change the defaults before clicking Finish.
9. Click OK.
The schedule list shows the Weekly Report and the scheduled time.
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Contact Center Suite User Guide
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