Managing Report Subscriptions

Content

ShoreTel Connect CLOUD Team Managers and Authorized Contacts can use subscriptions to schedule email delivery of Business Intelligence reports. Subscriptions are available for any type of Live Answer, Talk Time, or Call Activity report.

You can manage report subscriptions for your own calling data or for group or location data.

The following table describes the available formats for report subscriptions.

Format

Contents

PDF

Contains the associated charts and graphs as displayed in the ShoreTel Connect Portal

DOC (Word)

CSV

Contains the data used to generate the charts and graphs displayed in the ShoreTel Connect Portal

XLS (Excel)

Subscribing to a Report

You can subscribe to a report directly from any Live Answer, Talk Time, or Call Activity report page or you can add subscriptions from the Subscriptions page of the ShoreTel Connect Portal.

NOTE: For high-level reports, such as Talk Time or Live Answer reports, you can subscribe to reports for a variable date range; Today, Yesterday, Last Week, and so on. For more detailed reports, you can only subscribe to reports for a fixed date range. However, you can periodically update the date range to receive more updated reports.

Subscribing to a Report from a Report Page

  1. At the upper-right of the report page, click Subscribe.

    The Subscribe to report dialog box appears.

  2. In the Schedule panel, select one of the following frequencies:
    • Hourly - to generate and email the report at a specified time interval
    • Daily - to generate and email the report at a specified time on a specified day
    • Weekly - to generate and email the report weekly on a specified day
    • Monthly - to generate and email the report monthly on a specified day or date
    • One-time - to generate and email the report only once
  3. In the Start Time field, type the time of day to generate the report.
  4. Under Start and end dates, do the following:
    1. In the Begin running this schedule on field, type the date to start the subscription.
    2. Optional: Select the Stop this schedule on check box, and type a date to stop the subscription.

      If no end date is selected, the subscription will run indefinitely.

  5. Click Next.
  6. In the Parameters pane, enter a name for the report in the Subscription Label field.
  7. Select the desired parameters for the report.

    The available parameters depend on the type of report you are subscribing to.

  8. Click Next.
  9. In the Delivery panel, do the following:
    • In the To, Cc, and Bcc fields, type the email addresses of the contacts you want to subscribe to the report.
    • In the Reply-To field, type the email address to receive replies to the report email.
    • In the Subject field, type a subject for the report email.
    • In the Render Format list, select the file format for the report.
    • In the Priority list, select the priority to assign to the report email.
    • In the Comment field, type a message for the body of the email.
  10. Click Subscribe to create the report subscription.

Subscribing to a Report from the Subscriptions Page

  1. Log in to the ShoreTel Connect Portal.
  2. On the Team menu, under Manage, click Subscriptions.
  3. Click Add on the toolbar.

    The Subscribe to report dialog box appears.

  4. In the Choose Report pane, select the type of report to create a subscription for.
  5. In the Schedule pane, select one of the following frequencies:
    • Hourly - to generate and email the report at a specified time interval
    • Daily - to generate and email the report at a specified time on a specified day
    • Weekly - to generate and email the report weekly on a specified day
    • Monthly - to generate and email the report monthly on a specified day or date
    • One-time - to generate and email the report only once
  6. In the Start Time field, type the time of day to generate the report.
  7. Under Start and end dates, do the following:
    1. In the Begin running this schedule on field, type the date to start the subscription.
    2. (Optional) Select the Stop this schedule on check box, and type a date to stop the subscription.

      If no end date is selected, the subscription will run indefinitely.

  8. Click Next.
  9. In the Parameters pane, enter a name for the report in the Subscription Label field.
  10. Select the desired parameters for the report.

    The available parameters depend on the type of report you are subscribing to.

  11. Click Next.
  12. In the Delivery pane, do the following:
    • In the To, Cc, and Bcc fields, type the email addresses of the contacts you want to subscribe to the report.
    • In the Reply-To field, type the email address to receive replies to the report email.
    • In the Subject field, type a subject for the report email.
    • In the Render Format list, select the file format for the report.
    • In the Priority list, select the priority to assign to the report email.
    • In the Comment field, type a message for the body of the email.
  13. Click Subscribe to create the report subscription.

Editing a Subscription

  1. Log in to the ShoreTel Connect Portal.
  2. On the Team menu, under Manage, click Subscriptions.
  3. Select the check box next to the subscription you want to edit.
  4. Click Details on the toolbar.

    The Update subscription dialog box appears.

  5. In the Schedule pane, make any desired changes to the report schedule and then click Next.
  6. In the Parameters pane, make any desired changes to the report parameters and then click Next.
  7. In the Delivery pane, make any desired changes to the delivery details and then click Next.
  8. In the Preview pane, review the report and then click Update.

Deleting a Subscription

  1. Log in to the ShoreTel Connect Portal.
  2. On the Team menu, under Manage, click Subscriptions.
  3. Select the check box next to the subscription you want to delete.
  4. Click Delete on the toolbar.
  5. When prompted, click Yes to confirm that you want to delete the subscription.

 

Related Articles

Using Business Intelligence Data
Using Call Activity Reports
ShoreTel Connect CLOUD Team Managers
ShoreTel Connect Portal Documentation

ShoreTel Dates

Created Date 2016-08-12 - Modified Date 2017-07-31


Article: 000012028