Search |
← Previous page Next page → Print version

# Schedules Tab

You can automatically export one or more reports to a variety of different formats by setting up one or more schedules. These are user based, so each user can have their own set of independent export schedules. The new Schedules tab in the Supervisor app is where the user sets up the automatic process. When you first navigate to the Schedules tab, you will see a screen similar to the one shown below. No schedules have been set up so there will be nothing in the Available schedules list on the left. On the right you will see all the named reports you have created in the Saved reports list, which may be none. If so, you need to go to the Reports Tab to add some named reports, otherwise there is no point creating any schedules because no reports will be exported when the schedule runs. Jump straight to Adding a new schedule for details of how to create new export schedules.

## Available schedules This will show all the schedules the logged on user has already created. Schedules are user-based so each user will have their own unique list of schedules. A useful feature is the tooltip displayed when you hover the mouse over a schedule in the list. The tooltip will tell you when the schedule was last run, if at all, and indicate the expected next run date and time.
Top

## Schedule settings Initially this panel will show nothing save Start schedule and at time defaults, which will be the current date and time. All other fields will be disabled. But when a schedule is selected these field will show the values that have been set for the selected schedule. Each setting can be amended to suit.
Top

## Reports included in schedule All named reports you have created in the Reports tab will be listed here. Initially none will be checked, but when you select a schedule all reports that are included in the schedule will be checked. You may find, if you have a lot of saved named reports, that you want to limit what is listed. You can check or uncheck the boxes below the table to turn particular types of named report on or off. For instance, you may wish to focus only on skill based reports, just uncheck the Show saved agent reports and Show other saved reports checkboxes. Now only skill based named reports are listed. To hide both skill and agent based reports, just check the Show other saved reports checkbox. No skill or agent based named reports are shown. IMPORTANT: Hidden reports will NOT be added to a schedule when the Apply button is pressed. Only visible selected reports are included. One useful feature is the tooltip help that is displayed when you hover the mouse over a named report in the list. Details of the named report are shown, including which standard report it is based on, the date and time settings, and which items are included in the report.
Top

## New schedule button To add a new schedule click the New button. See Adding a new schedule for more details.
Top