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. Date and time are in your time zone.

Run Data Download Reports

Required permissions: Data Download

The Reporting/Data Download page, where you can choose the report you want to run and select options such as the format and the date range.
  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:
    FieldDetails
    Date Range

    The default date and time range is from 12:00 AM to 11:59 PM today. When you click the arrows to the left or right of the date range, the range moves up or back 24 hours. When you click the in the date range, you can select one of these options:

    • Today: Outputs data from 12:00 AM today to now. This option is the default.
    • Yesterday: Outputs data from 12:00 AM yesterday to 11:59 PM last night.
    • Last 7 Days: Outputs data from 12:00 AM seven days ago to now.
    • Last 30 Days: Outputs data from 12:00 AM 30 days ago to 12:00 AM today.
    • Previous Week: Outputs data from the last full week, Sunday through Saturday. It pulls data from 12:00 AM last Sunday to 11:59 PM last Saturday.
    • Previous Month: Outputs data from 12:00 AM on the first day of last month to 11:59 PM the last day of last month.
    • Month to Date: Outputs data from 12:00 AM on the first day of this month to now.
    • Specific Date: Opens a date selector and lets you choose a specific day from which to pull data. By default, it pulls data from 12:00 AM that morning to 11:59 PM that night.
    • Date Range: Opens two date selectors that enable you to select a start date and end date for the range. By default, the range pulls data from 12:00 AM on the selected start date to 11:59 PM on the selected end date.

    Start/End Time

    If you selected Specific Date or Date Range for Date Range, you can use the Start/End Time field to specify the time range you want the data to cover. When you click inside the start or end text box, a drop-down lists times from 12:00 AM to 11:45 PM that you can select. You can also enter a specific time.

    Export Format

    You can use the Export Format drop-down to select the format you want the report to be in when you download it. You can select one of these options:

    • Comma Separated: A comma-separated list in a CSV file.
    • Tab Delimited File: A tab-separated list in a TXT file.
    • XML: An XML-formatted TXT file.
    Include Field NamesSelect this checkbox if you want the first row of the report to be field names.
    Append date to file name (YYYYMMDD)Select this checkbox if you want the current date to appear at the end of the report file name. The format is year, month, then day.
  5. Click Download to download the report.

Schedule Data Download Reports

Create a Data Download Report Schedule

Required permissions: Report Schedules Create

Scheduled custom and data download reports enter a queue when the scheduled time arrives. The queue then run in order. This helps maintain good performance at high volume times, like at the end of a quarter or year.

Image of data download report schedule name and other details page.
  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.

    FieldDetails
    NameThe unique name of the report.
    Schedule TypeWhether the schedule occurs One Time, or one time at a specified date and time, or the schedule is Recurring, or runs repeatedly on a regular schedule.
    Starts OnThe date and time when the report begins to generate. The first text box contains the date. You can either use the calendar icon to open a date picker or you can specify the date by typing it in the format (M)M/(D)D/YYYY. The second text box contains the time, which you can specify in the format (H)H:MM <AM|PM>. When you click inside the text box, a drop-down allows you to scroll to select a time instead. It contains all 15-minute intervals in a day.
    Recurs

    Available only for report schedules with a RecurringSchedule Type. It specifies that the schedule recurs on one of the following bases:

    • Daily: Runs the report daily or every few days. When you select Daily, the following field appears:
      • Every __ Day(s): Specifies the number of days between each time the report runs.
    • Weekly: Runs the report weekly or every few weeks. When you select Weekly, the following fields appear:
      • Every __ Week(s) on: Specifies the number of weeks between each time the report runs.
      • Monday, Tuesday, Wednesday, Thursday, Friday, Saturday, Sunday: Indicate which days of the week the report runs.
    • Monthly: Runs the report monthly or every few months. When you select Monthly, the following options appear. You must select and configure one.
      • Day __ of Every __ Month(s): Specifies the day of the month the report runs and the number of months between each time the report runs. For example, the report might run on the 20th every other month.
      • The __ __ of every __ Month(s): Specifies the day of the month the report runs in terms of the day of the week and the week of the month. It also specifies the number of months between each time the report runs. For example, the report might run on the second Tuesday of each month.
    Ends

    Specifies when the schedule ends. It becomes available when you choose a RecurringSchedule Type. Choose one of the following options:

    • Never: The schedule never ends unless you manually deactivate or change it.
    • On: The schedule ends on a specific date at a specific time. Select a date and time in the fields on the right.
    • After: The schedule ends after a specific number of occurrences. Type the number of occurrences in the field to the right.
  5. Click Next.
  6. Configure your desired report parameters:
    FieldDetails
    ReportThe data download report that you want the schedule to run.

    Report Format

    The format of the report output. You must choose one of the following:

    • Comma Separated: Rows separate with line breaks and columns separate with commas.
    • Tab Delimited File: Rows separate with line breaks and columns separate with [TAB] spaces.
    • XML: The report is formatted in XML.
    FolderThe location of the report after it runs. You can access it after it generates by clicking Manage > Files & Folder > Browse Files and navigating to the path displayed here.
    File NameThe name of the file that will contain the report.
    Date Range

    The default date and time range is from 12:00 AM today to 12:00 AM tomorrow. When you select the arrows to the left or right of the date range, the range moves up or back 24 hours. When you select the down arrow to the right of the date range, you can choose from several options.

    • Today: Default. Outputs data from midnight this morning to now.
    • Yesterday: Outputs data from midnight yesterday to 11:59 PM last night.
    • Last 7 Days: Outputs data from midnight seven days ago now.
    • Last 30 Days: Outputs data from midnight 30 days ago to midnight tonight.
    • Previous Week: Outputs data from the last full week, Sunday through Saturday. It gathers data from midnight last Sunday morning to 11:59 PM last Saturday night.
    • Previous Month: Outputs data from midnight on the first of last month to 11:59 PM the last day of last month.
    • Month to Date: Outputs data from midnight on the first of this month to now.
    • Specific Date: Opens a date selector and lets you choose a specific day from which to pull data. By default, it pulls data from midnight that morning to 11:59 PM that night.
    • Date Range: Opens two date selectors that enable you to select a start date for the range and an end date for the range. By default, the range goes from midnight the morning of the selected start date to 11:59 PM the night of the selected end date.
    Date Range SelectedDisplays the pre-defined Date Range option you selected, including Today, Yesterday, Last 7 days, Last 30 Days, Previous Week, Previous Month, and Month to Date. If you configure the Specific Date or Date Range option, Date Range Selected displays Custom.
    Start/End Time

    When you select a Specific Date or a Date Range from the Date Range drop-down, you can specify the time range you want data to cover. When you click inside the start or end text box, a drop-down enables you to select a time 12:00 AM to 11:45 PM in 15-minute increments.

    Delete AfterSpecifies the number of days you want the report to be available after it generates. After the specified number of days, NICE CXone purges the report.
    Include Field NamesEnable if you want the first row of the report to be field names.
    Append date to file name (YYYMMDD)Enable if you want the report file name to also include the current date. The format is year, month, then day.
  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 permissions: Report 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 permissions: Report 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.

The Report Schedule page, showing the Details tab, where you can see basic information about the report schedule.

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.