Scheduling a dossier

최근 업데이트 : Oct 12, 2023 |

About this task

You can create a schedule for a dossier. When you create a schedule for a dossier, Analytics for Avaya Experience Platform™ Public Cloud generates the dossier based on the schedule and saves it in the History List.

Procedure

  1. Log in to Analytics for Avaya Experience Platform™ Public Cloud.
  2. On the Home page, in the navigation pane, click Shared Reports.
  3. In the content pane, click Standard Historical Reports.
  4. Click Dossier.
  5. From the available dossiers, click the dossier you want to run.
  6. On the input prompts, specify the values.
  7. Click Run Dossier.

    Analytics for Avaya Experience Platform™ Public Cloud displays the dossier summary page based on the values specified in the input prompts.

  8. Depending on the duration for which you want to view the dossier, click Interval, Daily, or Monthly.

    By default, the dossiers display the Interval page.

  9. Click FILE > Schedule Delivery to History List.
  10. In the Name field, type a name for the new dossier schedule.

    The Dossier field displays the name of the dossier.

  11. In the Schedule field, select a schedule or event on which the dossier must be delivered.

    For more information about the supported schedules, see the default list of schedules section in this dossier.

  12. To add more recipients for the subscription, click To.
  13. In the Pre-generate export field, you can change the PDF settings.
  14. To get the dossier delivered immediately after creating the subscription, select the Run subscription immediately check box.
  15. In Advanced Options, click the plus icon to do the following:
    1. To ensure that newer versions of the dossier overwrite previous versions on the History List page, select the The new scheduled report will overwrite older versions of itself check box.
    2. To specify a date after which the dossier delivery must be stopped, select the Do not deliver after check box and select the date from the calendar.
  16. To have a notification email sent to the sender after the dossier delivery, select the Send notification to email address check box.
  17. Click OK.