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Creating Schedules

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In Explore you can schedule Reports and Dashboards. You can also download or send reports on demand for any desired date range in the past year.

In order to use this functionality, you must have permission to schedule Reports and Dashboards. For more information, please check the article Explore Overview.

To create a schedule, please follow these steps:

Explore_creating_schedules.png

 

 

  • Open the Reporting section [1].
  • Click the Explore tab [2].
  • Select a dashboard from Default Dashboards or select a report from Default Reports [3].

 

Note: If you are the one who created a schedule, you will be the only user who can access the settings of that schedule. Conversely, you will not be able to configure the schedules that your colleagues set up.

 

Creating a Schedule for a Dashboard

If you have selected a dashboard and wish to schedule its execution, please follow these steps:

Explore_gear_icon_schedule.png

  • Click the gear icon [1] in the top-right corner.
  • Pick the Schedule option [2].

Next, you can customize the schedule:

Creating_customizing_dashboard_schedule.png

  1. Name your Schedule.
  2. Add the recipients list.
  3. Pick the file format.
  4. Set details for delivering the schedule.
  5. The Filters you see here are inherited from the dashboard. Adjust the filters according to your needs.
  6. You are also able to configure Advanced options:
  • If you want to order vertically the layout for the several tiles of the dashboard, please tick Use single column layout.
  • If you have tables on your tiles, and the tiles in the dashboard are not showing the entire table, you can use the option Expand tables.
  • You can also adjust the Timezone you want the Schedule to run on (which is different from the time zone you set in the filters; in the filters you are selecting the time zone that the data will reflect). By default, the Timezone is the one set at account level. You may have set the filter to show data at Pacific Time but you want the data to be delivered with Eastern Time (this is particularly interesting if you’re setting schedules to be delivered to remote teams). To do this, you just need to adjust the timezone in the Timezone dropdown.
  • If you chose PDF under Format data as, you’ll also have the setting Paper size to adjust the page layout.

 

Finally, you will be able to test your schedule by clicking Send Test at the bottom. Within minutes, you will receive in your email address a test of the settings that you’ve just defined for your schedule, to confirm that it is set up correctly.

Duplicating the Schedule of a Dashboard

On the left side of the Schedules window, you’ll have the schedules list for that specific report. If you need to set up a new Schedule for the same dashboard and only wish to change the filters or the frequency, simply duplicate the existing schedule. For example, you can reuse a daily schedule and change the frequency to weekly:

 

Calls_duplicate_schedule.png

Next, you can adjust the other settings according to your needs.

If all is OK, just click Save All .

 

Creating a Schedule for a Report

When you preview a report, you’ll have either the last 7 days of information or up to 500 rows surfaced, depending on the type of report you are consulting. Reports are the best source of information for when you want to dig deeper into the information. By exporting reports from Explore, you’ll be able to approach the data in the way that best suits your analytical needs.

Creating a schedule for a report is very similar to creating a schedule for a dashboard.

The main differences are in Format data as and Advanced options which will show more options to set or to choose from (more details below).

To create a schedule for a report, please follow these steps:

Explore_Default_report_scheduled.png

  • Select a Report under Default Reports.
  • Click the gear icon in the top-right corner [1].
  • Pick the Schedule option [2].

Next, you can customize the Schedule:

Schedule_report_CSV.png

  1. Name your Schedule.
  2. Add the recipients list.
  3. The file format is CSV (XLSV will be available soon).
  4. Set the details for the schedule delivery.
  5. Adjust the Filters according to your needs.
  6. You are also able to configure Advanced options
  • Set a rule to send the Schedule if there are results or not, or regardless;
  • Limit the results to the data in the table or send all results (Note: the option 'All Results' is not available for these reports: Activity Report, Inbound Dispositions, Outbound Dispositions);
  • If the report includes links, you’ll be able to keep these when Scheduling a delivery;
  • Use formatted data and visualization.
  • You can also adjust the Timezone you want the Schedule to reflect. By default, the Timezone is the one set at the account level. To change it, simply select the required timezone from the drop-down list. As previously stated for dashboards, you may want the data to reflect a particular time zone and pick a different time zone at which the report is run.

For reports, you can also test if the settings reflect the information you want to send/receive by clicking Send Test.

Duplicating the Schedule of a Report

Similarly to the dashboards, on the left side of the Schedule modal you’ll have the schedules list for that specific report. To duplicate a schedule and customize it, simply click on Duplicate:

Explore_duplicate_scheduled_report.png

 

 

 

Viewing scheduled reports and dashboards

For a faster access to your scheduled reports and dashboards, simply enable the toggle Scheduled only from the landing page:

Explore_Scheduled_only.png

 

 

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