V3 Scheduler

XCALLY section	Tools → Scheduler
On this page	1 What’s about 2 How it works

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:

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

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.

Example:

Considering the above values:

The scheduled report is active from 2017-07-01, 06:00:00 to 2017-07-31, 06:00:00
The scheduled report will be executed every week on Saturday at 00:00 (The time to complete extracting a report depends on the number of records in the report)
The report will contain the last 5 days records up to Saturday, 00:00. This means, from Monday 00:00 up to Saturday 00:00

A scheduler can be edited and modified, run or deleted.

Click on and choose the command in the menu: