Article #: 27

How To: schedule a report

Similar questions: schedule a report, edit a report, change a report, set up a report, create a report

Purpose: demonstrate how to schedule a report

Steps

1. Web to Xima CCaaS with the URL that has been provided (i.e., example.xima.cloud)
2. At the login screen, enter Username and Password and hit Login
3. Along the left-hand side in the navigation pane, select Reports (document icon) > My Reports
4. There are two options when scheduling a report. Go to the far right of the report you would like to schedule and click the three dots icon.
5. A dropdown menu will appear. Click on Schedule.
6. The second option to schedule a report is to click on the three dots icon located at the top right hand corner of the screen.
7. A dropdown menu will appear. Click on Manage Schedules. Both options will lead you to the Schedule Report window.
8. Click Add Schedule.
9. Fill out the fields as appropriate.

Here are a few tips when filling out the fields:

• When adding an email address, note that you can add more than one. To add more than one email address, add a comma in between them.
• The delivery date will be the first time this report is received, but that will progress as time goes on.
• When determining a schedule period, a common request is to have a report delivered daily, but not all seven days of the week. To do this, select Day Of Week and select the days you would like the report delivered.

10. Click Next.
11. Add the reports you would like delivered. This is done by clicking the check mark box associated with the desired reports.
12. Click Next.
13. Lastly you need to configure these reports one last time, and then select Finish.