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Creating Schedules

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Explore allows you to distribute reports and dashboards on a recurring basis. You can also download or send reports on demand for any desired date range over the previous 12 months.

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

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.

 

 

Scheduling Dashboards

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  1. Navigate to Reporting [1].
  2. Open Explore [2].
  3. Select the dashboard you want to schedule. For this example, we’ll use the Calls [3] dashboard. 

scheduling_dashboards_4.png

  1. Click settings > Schedule [4].

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Next, you’ll configure the schedule’s parameters: 

  1. Name your schedule [5].
  2. Add the recipients list [6].
  3. Pick the file format [7].
  4. Set the delivery schedule [8].
  5. Click Send Test [9] to preview the scheduled dashboard. Talkdesk will send the test to the addresses in the recipients list within minutes. 

You can adjust the Filters for this schedule according to your needs. By default, the schedule adopts the filters you last saved on the dashboard. 

Once all settings are configured according to your preferences, click Save All [10] to finalize the scheduled dashboard.

Advanced Options

Scheduled dashboards support the following advanced options.

SETTING

DESCRIPTION

Format options

Use single column layout. When checked, dashboard tiles will be ordered vertically. When unchecked, tiles’ position will match their orientation on Talkdesk.

Expand Tables. When checked, tiles containing tables will be expanded to show their full contents. When unchecked, tiles will be compressed.

Timezone

Allows you to define the timezone the dashboard tiles run their queries. The default value is the timezone set at the account level. This time is distinct from dashboard-level settings found under “Deliver this schedule”.

Paper Size

Only available when “Format data as” is set to PDF. Allows you to select from a set of standard paper dimensions for printing. 

 

Duplicating Scheduled Dashboards

Talkdesk allows you to duplicate schedules if you need a distinct distribution with only a few modified parameters.

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  1. Locate the Schedule [1] you want to duplicate. 
  2. Click the Duplicate icon [2].
  3. Select the new schedule and configure it according to your preferences.
  4. Click Save All to finalize your changes. 

 

Scheduling Reports

By scheduling reports from Explore, you can analyze data in ways that best suit your needs. 

Creating a scheduled report mirrors the process for scheduling dashboards. However, there are additional features in Format data as and Advanced options (more details below).

To create a schedule for a report, please follow the steps below.

Note: Depending on the type of report, Talkdesk displays the last 7 days of information or up to 500 rows in its preview. 

scheduling_reports_1___3.png

  1. Navigate to Reporting [1]
  2. Open Explore [2]
  3. Select the report you want to schedule. For this example, we’ll use the Agents Report [3]

scheduling_reports_4.png

  1. Click the gear icon > Schedule [4].

scheduling_reports_5___10.png

Next, you can customize the schedule:

  1. Name your schedule [5].
  2. Add the recipients list [6].
  3. Pick the file format [7].
  4. Set the delivery schedule [8].
  5. Click Send Test [9] to preview an iteration of the scheduled report. Talkdesk will send the test to the addresses in the recipients list within minutes.

You can adjust the Filters for this schedule according to your needs. By default, the schedule adopts the filters you last saved on the report.

Once all settings are configured according to your preferences, click Save All [10] to finalize the scheduled report. 

Advanced Options

Scheduled reports support the following advanced options:

SETTING

DESCRIPTION

Send this schedule if

Allows you to send the report only if it contains matching results, only if there are no results, or always.

Limit

Results in Table. Sends only the results in the preview, up to 500 rows. This setting is non-configurable once the scheduled report is saved, and duplicated reports will preserve this setting. If your needs require you to change this setting, you must create a new report with “All Results” selected.

All Results. Sends all results matching the report’s parameters. This is recommended setting for creating a new Scheduled report. 

Note: “All Results” is not available for these reports: Activity Report, Inbound Dispositions, Outbound Dispositions.

Format options

Apply visualization options. Ensures visualization options used in the portal are preserved or ignored when shared.

  • When checked the report will follow visualization conventions used on Talkdesk including “Show Row Numbers”, “Hide Totals”, and “Limit Displayed Rows”.
  • When unchecked, these options are ignored. Talkdesk sends the data as it appears in the “Data” section of the edit report interface. 

Formatted data values. Defines whether column headers include or exclude data section labels.

  • When checked, the report’s column headers will only contain the dimension and measure names (e.g.: “Interaction ID”, “Agent”). 
  • When unchecked, the column headers will contain data section labels in addition to dimensions and measures (e.g.: “Call Identification Interaction ID”, “Call Identification Agent”). 

Timezone

Allows you to define the timezone the report’s query is run. The default value is the timezone set at the account level

This is distinct from the report-level time settings found under “Filters” and “Deliver this schedule”.

 

Duplicating Scheduled Reports

Talkdesk allows you to duplicate schedules for a report using the same method described above for dashboards. 

duplicating_reports_1___2.png

  1. Locate the Schedule [1] you want to duplicate. 
  2. Click the Duplicate icon [2].
  3. Select the new schedule and configure it according to your preferences.
  4. Click Save All to finalize your changes. 

 

Viewing Scheduled Reports and Dashboards

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For faster access to your scheduled reports and dashboards, simply enable the Scheduled only toggle from Explore’s landing page.

 

For additional guidance with scheduling reports and dashboards, please contact support@talkdesk.com.

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