XCALLY section | Tools → Scheduler | ||||||||||||||
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📋 What’s about
In this section, you can schedule an automated extraction of default or custom reports available under the Analytics section.
The Scheduler Section is under the Tools Menu:
💡 How it works
To create a new Schedule click on 
Enter the following details and then click on Add Schedule:
Name: title of the schedule
Report Type: choose between Default or Custom
Report Folder: choose one item among the proposed list of folders (the actual list shows all the existing folders)
Report Subfolder: choose one item among the proposed list of subfolders (the actual list shows all the existing subfolders in the previously selected folder)
Report: the report to be extracted. The proposed list is based on the selected Report Type-Folder-Subfolder.
Output: report format. CSV, PDF or Excel
Active: toggle on/off to enable/disable the schedule
Start Time: beginning of the time interval where the schedule is active
End Time: end of the time interval where the schedule is active
Cron: day and/or time to run the report extraction
Last: time range for report result
Unit: units used for the Last Example : Last 4 hours, Last 7 days or Last Month.
Send Mail: if enabled, the extracted report will be forwarded by email for the specified recipient email address.
Mail Account: outgoing mail account configured under SMTP section or Mail Channel e.g. SMTP)
Email Address: recipient email address (multiple addresses can be inserted separated by comma). CC and BCC recipients can also be defined.
Send if Empty: if this flag is enabled, the report will be sent by email even if the content is empty
Description
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A schedule will be executed only if the schedule is active and it's within the valid time interval [Start Time : End Time]. |
The extracted report will be available under Analytics → Extracted Reports section where you can Download or Delete the file.
| Info |
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Example:
Considering the above values:
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A scheduler can be edited and modified, run or deleted.
Click on and choose the command in the menu:
