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Introduction

You can now have Speech IQ reports automatically generated and shared at a specific frequency and time. These automated reports are updated in real time and delivered to the selected email recipients in a comma-separated value file. The Add Automated Report button is added to the Search window that appears when you click the Advanced Search icon () in any report window.

Creating an Automated Report

To create an automated report:

  1. Click the Advanced Search  Icon.
    The Search window appears.
  2. Click Add Automated Reports.
    The Add Automated Reports window appears.
  3. Specify values in the following fields as required.

    FieldDescription
    NameEnter the name of the automated report. 
    ReportThis is a non-editable field. By default, it displays the option you have chosen to create your report. For example, If you are creating the automated report for the Scorecard Statistics then the same title appears in the Report field.
    Report DateSelect the required option.
    Frequency

    You can select the reporting frequency, based on the selected frequency the report will be generated and emailed to the recipients you mentioned. 

    • Daily—The report will be generated and sent to the recipients daily.
    • Weekly—The report will be generated and sent to the recipients weekly.

    • Biweekly—The report will be generated and sent to the recipients every two weeks once.
    • Monthly—The report will be generated and sent to the recipients every month on the date when the report was created.

    • Quarterly—The report will be generated and sent to the recipients every three months once on the date when the report was created.
    • Yearly—The report will be generated and sent to the recipients once a year on the date when the report was created.
    Delivery TimeSelect the time that you want the report to be triggered and delivered.
    EmailSelect the email ids from the list.
  4. Click Save.
  • The reports are sent to the email ids based on the frequency that you select. 
  • You can edit the automated reports:
    • On the WFO tab, go to SpeechIQ > Configuration > Automated Reports subsection.
    • Select the report you want to edit and click Edit.
      For more information on editing the automated reports, see Automated Reports.
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