Custom Reporting Schedules

You can manually run a custom report directly from the report template at any time, or you can create a schedule. The schedule allows you to automate the process of running a report. You can schedule the report to run a single time in the future, or you can you choose a recurring date and time. If you schedule a report to run, the report is distributed to the recipients list by email.

Deactivate any schedules that you no longer want to run. This prevents your system from slowing down by running too many reports unnecessarily.

Key Facts About Custom Report Schedules

  • You can create a recurring schedule that occurs on certain days, weeks, or months. It can occur on several days throughout the week on a regular basis, a single day per week, every other week, every third week of a month, and so forth.
  • You can set the report to run indefinitely or set a date on which the schedule stops running the report.
  • You can request as many reports as needed and they will go into your custom reporting queue. Up to 12 reports can be queued up at a time. As finished reports drop out of the queue, new requests are added to the queue.
  • These schedules determine the recipients of the report. You can send the generated report to users in your CXone environment, external email addresses, or you can set up an SFTP connection to a server of yours and specify it as a location to distribute the report. You must configure the SFTP account before the schedule, or you can modify the schedule later to include the SFTP account as a recipient.
  • One key difference between a scheduled report and a manually run report is language. Scheduled reports are generated in English. A manually-run report can be displayed in any supported language, as the report is run directly in the browser rather than through the CXone system.
  • Reports will fail to send if the file size is greater than the CXone email limit.

Create Custom Report Schedules

Required permissions: Custom Reports Scheduling Create

  1. Click the app selector and select Reporting.
  2. Select Schedules under ACD Custom Reports.
  3. Click Create New.
  4. Configure the Name & Other Details page.
  5. Click Next.

  6. Determine the recipients of the report on the Report Distribution page. You can select CXone users in the Email Recipients table, enter semicolon-separated External Email Addresses to send the report to users without CXone access, or select a custom SFTP account.

  7. Click Next.

  8. Configure how you want potential errors to be handled on the On Errors page. Note: you can copy all recipients that you selected in the previous step by clicking Copy Email Distribution List.

  9. Click Save.
  10. Click Activate to activate the schedule. Custom report schedules are inactive upon creation; you must manually activate the schedule for it to apply to the selected custom report template. Only the creator of the report or users with the permission can activate it. Note: before making any changes to an existing report schedule, you must first deactivate the schedule.