Manage Data Download Reports

The sections of this page explain how to run an existing report and how to create and activate data download report schedules.

Run Data Download Reports

Required permissions: Data Download On

  1. Click the app selector and select Reporting.
  2. Go to Data Download  >  Data Download.
  3. Click the report that you want to run.
  4. Configure the report options in the Select Report Options column:
  5. Click Download to download the report or Generate cURL to generate code to send the report with a command line.

Schedule Data Download Reports

Create a Data Download Report Schedule

Required permissions: Report Schedules Create

  1. Click the app selector and select Reporting.
  2. Go to Data Download  >  Report Schedules.

  3. When the list of available schedules appears, click Create New.
  4. Fill in the required information.

    The Duration fields vary depending on whether you have selected One Time or Recurring.

  5. Click Next.
  6. Configure your desired report parameters:
  7. Determine the users who will receive the report. You can select CXone users from the Email Recipients list, or enter email addresses of personnel without a CXone user account. If you enter external addresses, you must delimit each email address with a comma or semicolon.
  8. Click Save.

Edit an Existing Data Download Report Schedule

Required permissionsReport Schedules Deactivate

You can edit data download report schedules to modify them. However, you must deactivate the schedule to modify it, then reactivate the schedule to start running it again.

Activate the Data Download Report Schedule

Required permissionsReport Schedules Deactivate

When you create a new data download report schedule, you must activate it to begin generating reports. If you later decide that you want to stop a schedule from running the report, you can deactivate it. Additionally, you must deactivate a data download report schedule to modify it, then activate it to resume activity.

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

  1. Click the app selector and select Reporting.
  2. Go to Data Download  >  Report Schedules.

  3. Locate the data download report schedule you want to activate. Click the schedule to open it.

  4. Click Activate.

If you want to deactivate the schedule at a later time, you can follow the same steps and select Deactivate.