Set Up Scheduled Reports

Scheduled reports is in Preview.

Scheduled reports will email a report to licensed Landis Contact Center users at the specified time interval.

  1. Create a schedule

    1. Navigate to Configuration | Schedules | Add

Options
Description

Name

Name of Schedule

Description

Description of schedule (Optional)

Timezone

Timezone of schedule

Is enabled

Enable or disable the schedule. If the schedule is disabled, any reports using this schedule will not run.

Schedule

This determines how often a report is sent.

Reports can be sent hourly, daily, weekly, or monthly. Select the tab of the desired time interval and configure the details. After configuring the desired time interval, confirm your selection by reviewing the schedule description above the editor and/or the next five occurrences below the editor.

If preferred, a CRON expression can be defined on the Advanced tab instead of using the above method.

  1. Create a Scheduled Report

    1. Navigate to Configuration | Scheduled Reports | Add

Options
Description

Name

Name of schedule report.

Description

Description of scheduled report (Optional)

Select a report

The report that will be generated as an email attachment

Select a schedule

The schedule selected will determine how often the report is generated

Run As

The user account that will be used to generate the report. Data access policies assigned to this user will apply.

Email Subject

Subject of the email that includes the report

Email Body

Body of the email that includes the report

Email Recipients

Recipients of the report email. Report recipients are required to be a licensed user in Landis Contact Center.

Report Parameters

Filters can be applied to the specified report. For example, a date range or specific queues.

  1. After saving the scheduled report, use the Send Report button to test sending the report.

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