Send Reports and Dashboard By Email Now

You can generate and send a scheduled report or dashboard on demand at any time using the Run Now option in the Notification Center.

  1. Go to Reporting > Historical Reporting.

    This opens historical dashboards. If you are sending a historical report, click Dashboards to open the Collections menu and then click Standard Reports

  2. Select the report or the dashboard that you want to generate and send now.
  3. Click the megaphone (Notification Center button for CxEngage reports) to open the Notification Center.
  4. Hover over the scheduled report that you want to send.
  5. Click the downward pointing arrow () to open Actions.
  6. Click Run Now.

    The report is generated and sent to the email addresses specified in the scheduled report details.

 

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