Scheduling Reports, Dashboards, and Analyses in Historical Reporting

You can schedule a custom report, dashboard, or analysis to be emailed to designated recipients once or on a regular basis. By default, reports and dashboards are sent in PDF format. Analyses are sent in Excel format. To view a list of all your scheduled items, go to the Schedule Manager.

  Scheduled items are sent from delivery@cxengage.net. If you or any of the intended recipients aren't receiving them, check your junk or spam folders and ensure that you are allowing emails from delivery@cxengage.net.

To schedule a report, dashboard, or analysis:

  1. Go to Reporting > Historical Reporting.
  2. Click Home.
  3. Click the clock () next to the item you want to schedule to send by email.
  4. In the scheduler configuration window that opens, enter the following email details:
    • To: Enter the recipients email addresses. Separate multiple addresses with a semi-colon (;).
    • CC: Click to add a CC (carbon copy) field. Enter any email addresses that you want to CC on the email. Separate multiple addresses with a semi-colon (;)
    • BCC: Click to add a BCC (blind carbon copy) field. Enter any email addresses that you want to BCC on the email. Separate multiple addresses with a semi colon (;).
    • Subject: Enter a brief subject description.
    • Format If available, select the format in which you want the report delivered.
    • Message: Enter the text of the email message.
  5. In the same scheduler window, configure the Schedule details:
    6.   Enter all scheduled times (start times, end times, start date, end date) in the UTC timezone.
    • Once: Schedules the analysis, report, or dashboard to generate and send one time only.
      • Start Time: Enter the time (in the UTC timezone) that you want the item generated. Enter the time in 24-hour clock format (HH:MM) or click the clock to select the time. The analysis, report, or dashboard is emailed after it is generated. Larger sets of data take longer to generate.
      • Run On: Enter the date (in the UTC timezone) that you want the item generated. Enter the date in YYYY-MM-DD format or click the calendar to select the date in the date picker.
    • Hourly: Schedules the analysis, report, or dashboard to generate and send every n hours.
      • Every n hour (s): Select, in hours between 01 and 23, the frequency that you want the item generated. The analysis, report, or dashboard is emailed after it is generated. Larger sets of data take longer to generate.
      • Start Time: Enter the time (in the UTC timezone) in that you want to start generating the item. Enter the time in 24-hour clock format (HH:MM) or click the clock to select the time.
      • Start Date: Enter the date when you want to start generating the item. Enter the date (in the UTC timezone) in YYYY-MM-DD format or click the calendar to select the date in the date picker.
      • End Date (optional): Select the checkbox to specify an End Date and End Time to stop generating the item. Enter the end date in YYYY-MM-DD format or click the calendar to select the date in the date picker.
      • End Time: Enter the time on the End Date (in the UTC timezone) specified that you want to stop generating the item. Enter the end time in 24-hour clock format (HH:MM) or click the clock to select the time. This field is displayed only if the End Date checkbox is selected.
    • Daily: Schedules the analysis, report, or dashboard to generate and send every n days.
      • Every n days (s): Enter the frequency, in number of days, that you want the item generated. The analysis, report, or dashboard is emailed after it is generated. Larger sets of data take longer to generate.
      • Start Time: Enter the time (in the UTC timezone) in that you want to start generating the item. Enter the time in 24-hour clock format (HH:MM) or click the clock to select the time.
      • Start Date: Enter the date when you want to start generating the item. Enter the date in YYYY-MM-DD format or click the calendar to select the date in the date picker.
      • End Date (optional): Select the checkbox to specify an End Date and End Time to stop generating the item. Enter the end date in yyyy-mm-dd format or click the calendar to select the date in the date picker.
      • End Time: Enter the time (in the UTC timezone) on the End Date specified that you want to stop generating the item. Enter the end time in 24-hour clock format (HH:MM) or click the clock to select the time. This field is displayed only if the End Date checkbox is selected.
    • Weekly: Schedules the analysis, report, or dashboard to generate and send every n weeks.
      • Every n week (s): Enter the frequency, in number of weeks, that you want the item generated. Select the checkbox next to the day(s) of the week that you want the analysis, report, or dashboard generated and sent on. The item is emailed after it is generated. Larger sets of data take longer to generate.
      • Start Time: Enter the time (in the UTC timezone) in that you want to start generating the item. Enter the time in 24-hour clock format (HH:MM) or click the clock to select the time.
      • Start Date: Enter the date when you want to start generating the item. Enter the date in YYYY-MM-DD format or click the calendar to select the date in the date picker.
      • End Date (optional): Select the checkbox to specify an End Date and End Time to stop generating the item. Enter the end date in YYYY-MM-DD format or click the calendar to select the date in the date picker.
      • End Time: Enter the time (in the UTC timezone) on the End Date specified that you want to stop generating the item. Enter the end time in 24-hour clock format (HH:MM) or click the clock to select the time. This field is displayed only if the End Date checkbox is selected.
    • Monthly: Schedules the analysis, report, or dashboard to generate and send once a month for the specified months.
      • Specify when during the month that you want the report or dashboard generated and sent:
        • Day n of the month(s): Enter the day of the month (for example, 1 for the 1st day of the month) that you want the analysis, report, or dashboard generated and sent. Ensure that you select a day that exists in each month. If the day doesn't exist in a given month, the item won't be generated and sent for that month.
      • Months: Select the checkbox next to each month that the item should be generated and sent.
      • Start Time: Enter the time (in the UTC timezone) in that you want to start generating the item. Enter the time in 24-hour clock format (HH:MM) or click the clock to select the time.
      • Start Date: Enter the date when you want to start generating the item. Enter the date in YYYY-MM-DD format or click the calendar to select the date in the date picker.
      • End Date (optional): Select the checkbox to specify an End Date and End Time to stop generating the item. Enter the end date in YYYY-MM-DD format or click the calendar to select the date in the date picker.
      • End Time: Enter the time (in the UTC timezone) on the End Date specified that you want to stop generating the item. Enter the end time in 24-hour clock format (HH:MM) or click the clock to select the time. This field is displayed only if the End Date checkbox is selected.
  6. Click Done to save your schedule settings.

    The clock icon turns green () to indicate that the item has a schedule associated with it.

After you save the schedule, you can click the clock icon to:

  • Generate the analysis, report, or dashboard: Click Run Now to generate the analysis, report, or dashboard and email it to the designated recipients. The length of time that it takes to generate the item depends on the amount of data it contains.
  • Make updates to the schedule: Make any necessary changes and click Done to save them.
  • Remove the schedule from the analysis, report, or dashboard: Click Remove to remove the schedule. You can configure a new schedule later if it's needed.

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