Scheduling contact report generation

Company administrators can configure schedules so that existing contact reports are generated automatically at specific intervals. Scheduled reports must have already been created by a company administrator or supervisor.

• Administrators and supervisors must have the Reports: Modify privilege to schedule report generation.

Note: Reports are a licensable feature of the system.

Define a schedule for report generation: #

1. Click Data > Contact Reports on the menu bar and a list of existing contacts reports is displayed
2. Select the contacts report in the list
3. Click the Schedule Report tab
4. Tick the Generate Automatically check box
5. For Start Date, specify the first date on which the report should be generated automatically by doing one of the following:
   • Enter the date in the format DD/MM/YYYY
   • Click in the field and select the date from a calendar
6. For Sending Time, specify (in hours and minutes) how regularly the report should be sent
7. For Generation Interval, specify how regularly the report should be generated
8. To transfer auto-generated reports to an external platform via Secure FTP (SFTP):
   • Tick the Enable SFTP checkbox.
   • Enter the mandatory Username that is required to access the SFTP destination (up to 100 characters). Any unicode characters are allowed, including whitespace and accented letters
   • Enter the mandatory Password that is required to access the SFTP destination, as configured on the SFTP host. This is used in conjunction with the username to authenticate the user login
   • Enter the mandatory IP Address of the external platform
   • Enter the mandatory Port on the external platform
   • Enter the mandatory Destination Directory on the external platform to which reports are transferred
9. To send auto-generated reports to an email address:
   • Tick the Enable Email checkbox
   • Enter the mandatory Email Addresses to which auto-generated reports should be sent, in the format local-part@domain, for example, jsmith@example.com. Up to 100 characters can be entered. Any unicode characters are allowed, including accented letters
10. Click Save Changes

Remove a report #

1. Click Data > Contact Reports on the menu bar
2. Select the appropriate report in the list
3. Click Delete
4. Click Yes to confirm
5. The report will be deleted

Definitions #

• Generate Automatically: Whether or not this report will be generated automatically.
• Start Date : The first date on which the report should be generated automatically.
• Sending Time: How regularly the report should be sent (in hours and minutes).
• Generation Interval: How regularly the report should be generated.
• Enable Email: Whether or not auto-generated reports will be sent to an email address.
• Email Addresses: The email address(es) to which auto-generated reports should be sent, in the format local-part@domain.

Related tasks
Generating and exporting a contact report
Searching a list