<p>To schedule a report to run in the future, and to set it to recur at
frequent intervals, select the desired report from the list and click on
the <span class="button">Schedule</span> button at the top-right of the Report screen, as shown below:</p>
<img src="http://www.tri-line.com/common/img/documentation/tim_enterprise/schedule_report.png" alt="Schedule button" />
<p>As with running a report on demand, you will need to select the report period and filters and options before scheduling.</p>
<p>When selecting the period for the report, remember that if you set
the report to recur, this period will remain constant. For example,
suppose you want a report to run every month, you would select the
period as every <span class="reference">1 month</span>, then set the report to run on the first day
of the following month. This way, every month the report will run and
have the period <span class="reference">Last month</span>, ensuring a retrospective view of the
previous month.</p>
<p>The example below shows a <span class="reference">Busy channels</span> report. As no entity has been
selected, it will run for the entire organisation. The report period
has been set to <span class="reference">Last month</span> so ideally this report would be scheduled
to recur monthly.</p>
<img src="http://www.tri-line.com/common/img/documentation/tim_enterprise/last_month_report.png" alt="Example of report scheduling" />
<p>When you've entered your period and criteria, press the <span class="button">Schedule</span>
button. The report does not run, but instead a window appears which
allows you determine the following:</p>
<ul>
<li>When you would like the report to start running</li>
<li>How frequently the report runs</li>
<li>How the report is delivered</li>
<li>Who receives the report</li>
</ul>
<p>The example below shows how the fields in this window may be filled in.</p>
<img src="http://www.tri-line.com/common/img/documentation/tim_enterprise/schedule_report.png" alt="Schedule button" /> |