Scheduling Reports

When you want to set up a schedule for your reports, there are a few steps to go through.

Saving the report

Before you can schedule a report, you have to save it. If you already have your report saved, skip to Scheduling the Report below.

1. 1

   Choose Reports.

2. 2

   Select Standard Reports.

3. 3

   Choose the report you want to save and schedule.

4. 4

   Run the report, verify it is set up for the data you want to see, and click Save As.

   

   

   

   Once you have selected Save As, a dialogue box will pop up allowing you to name the report something you can reference and find quickly in your Saved Reports.

   

Your report will now appear in the list of Saved Reports and you can set up scheduling for it.

Scheduling the report

From your Saved Reports:

1. 1

   Choose the 3 dots menu on the report you want to set up a schedule for.

2. 2

   Choose Send/Schedule. In the popup, choose Schedule Recurring.

   

3. 3

   Send To — Enter the email addresses of recipients, separated by commas. You can also enter an FTP or HTTP URL to deliver the file directly to that location.

   

   

   Note

   Brightmetrics supports https, ftp, and sftp. Our FTP implementation uses Explicit TLS — a connection is established to standard FTP service port 21 and the AUTH TLS command is issued to upgrade to an encrypted connection. Implicit TLS (port 990) is not supported. The report is generated and transferred from our data center, so the address must be externally accessible. For more details, see our FTP Support article.

   The path to the file should be specified; the filename itself will be generated from the subject and date options in the schedule, the same as email attachment names.

4. 4

   Subject and Message — Enter a subject line and, if desired, a message to the recipient(s) describing the report. The email subject will also be used as the filename for the attached report.

   

5. 5

   Format — Select the format for the delivered report. Available options are CSV: Formatted, CSV: Unformatted, PDF: Portrait, PDF: Landscape, and Excel.

   Note

   If you choose CSV format, you may want to select Unformatted to receive raw numeric values (e.g., 4000 seconds) instead of formatted time strings (e.g., "1:06:40").

   

6. 6

   Time of Day — Select the time you'd like to receive the report and adjust the time zone if needed. The time zone defaults to your current time zone. For example, to receive reports at 7 AM Eastern Standard Time:

   

7. 7

   Frequency — Set the dates you'd like to receive the report. You can choose every day, specific day(s) of the week, or specific day(s) of the month. Select from the dropdown and click the relevant boxes.

   For example, to receive the report on the 1st and 16th of each month:

   

   To receive the report once a week on Monday mornings:

   

8. 8

   Filters — Select the applicable filters for the data you want to see. For example, if your saved report covers the last 14 days for all queues and agents, but you only want data for 3 specific agents, adjust the agent filter here:

   

9. 9

   Once your filters are configured, click Apply. Your schedule will now appear like this:

   

From the schedule confirmation view, you can delete the schedule at any time, edit it directly, or use the 3 dots menu to send it immediately, copy it (which copies all report contents into a new report), or transfer ownership to a different user on the account.

To pull up and manage your current schedules at any time, click the 3 dots menu next to any saved report and choose Send/Schedule:

Questions or feedback? Please email us at support@brightmetrics.com.