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=How do I schedule reports to run on a regular basis?=
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You may find that it is helpful to run the same report regularly--every day, or every week, for example.  Using Genesys CX Insights ''Subscriptions'', you can easily schedule the system to deliver one or more reports, in the format you prefer, to the destination of your choice, such as your email, printer, or mobile device.
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This page describes how to schedule the delivery of a report by email.
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==Video: Scheduling the delivery of a report==
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|title=
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|text=This video describes how to schedule the delivery of Historical Reports.
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<toggledisplay showtext="[+] Tip: What is a Historical Report?" hidetext="[-] Hide Tip">
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'''Historical Reports''' are reports that track contact center and agent performance over a period of time. How far back in time you can look varies depending on the size and complexity of your contact center. By contrast, '''Real-time Reporting''' provides information about interactions that are taking place ''right now'' in the contact center.  If you are looking for real-time reporting, or want to learn more about what the difference is, see [[Documentation:PSAAS:RPRT:Welcome|What Kind of Reports Are Available in Genesys PureEngage Cloud?]]
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|title=Scheduling the delivery of a report
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Genesys CX Insights enables you to subscribe to a report so that it runs on a schedule you specify.  You can configure Genesys CX Insights to save the report in your history list, so you can view it at your convenience, or you can configure Genesys CX Insights to automatically email the report to you.
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*Log in to CX Insights, click your user name, and in the menu that appears, select '''Preferences'''.
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*Click '''E-mail Addresses''', and in the Email Addresses list, click '''Add a New Address'''.
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*Enter the '''Address Name''' (a short name to identify the account), the '''Physical Address''' (the email address), and choose the '''Device''' (the type of email, such as Microsoft Outlook). Click Save
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*In the breadcrumbs, click '''CX Insights''' to return to the Home page.
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#Open the '''Shared Reports''' folder, and navigate to the report you want to schedule.
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#Hover over the report name/description, and several options appear below the description. Click '''Subscriptions'''.
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#On the '''My Subscriptions''' page, scroll down and select the type of subscription you want to create. Genesys CX Insights supports either of the following selections:
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#*'''Add History List subscription''' to save the report in your history, so you can access it later. 
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#*'''Add email subscription''' to automatically send the report to a configured email address. The email subscription details appear.
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For example, to configure an email subscription:
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#Click '''Add email subscription'''.
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#Select a value from the '''Schedule''' list to control how often the report is generated, and from the '''To''' list to indicate the email address to which the report is sent. 
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#Select values for the various prompts as required.
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#Optionally, select '''Send a preview now''' to test the subscription (if you do so, an email will arrive in as little as a few minutes).
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#Optionally, add additional users in the <b>To</b> list, to send the same report to more than one user.
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#Click '''OK'''.
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Subscriptions can be sent only to enabled users. If a subscription is created for a user who is, or later becomes, disabled, MicroStrategy does not send the report to that user, though it continues to send it to other subscribers.
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If you have created subscriptions for a user, and wish to transfer those subscriptions to another user (without having to recreate them from scratch), contact Genesys Customer Care for assistance.  <!--Aside:  Requires log in as a user who is a member of both the '''General Developers''' group and the '''General User Administrator ''' group, and Genesys CX Insights 9.0.010 or later. Customer Care has these group memberships by default. -->  
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[[Category:V:PSAAS:Julie]]

Revision as of 16:59, June 7, 2019

How do I schedule reports to run on a regular basis?

You may find that it is helpful to run the same report regularly--every day, or every week, for example. Using Genesys CX Insights Subscriptions, you can easily schedule the system to deliver one or more reports, in the format you prefer, to the destination of your choice, such as your email, printer, or mobile device.

This page describes how to schedule the delivery of a report by email.

Scheduling the delivery of a report

1

Genesys CX Insights enables you to subscribe to a report so that it runs on a schedule you specify. You can configure Genesys CX Insights to save the report in your history list, so you can view it at your convenience, or you can configure Genesys CX Insights to automatically email the report to you.

  1. Open the Shared Reports folder, and navigate to the report you want to schedule.
  2. Hover over the report name/description, and several options appear below the description. Click Subscriptions.
  3. On the My Subscriptions page, scroll down and select the type of subscription you want to create. Genesys CX Insights supports either of the following selections:
    • Add History List subscription to save the report in your history, so you can access it later.
    • Add email subscription to automatically send the report to a configured email address. The email subscription details appear.

For example, to configure an email subscription:

  1. Click Add email subscription.
  2. Select a value from the Schedule list to control how often the report is generated, and from the To list to indicate the email address to which the report is sent.
  3. Select values for the various prompts as required.
  4. Optionally, select Send a preview now to test the subscription (if you do so, an email will arrive in as little as a few minutes).
  5. Optionally, add additional users in the To list, to send the same report to more than one user.
  6. Click OK.

Subscriptions can be sent only to enabled users. If a subscription is created for a user who is, or later becomes, disabled, MicroStrategy does not send the report to that user, though it continues to send it to other subscribers.

If you have created subscriptions for a user, and wish to transfer those subscriptions to another user (without having to recreate them from scratch), contact Genesys Customer Care for assistance.

Comments or questions about this documentation? Contact us for support!