Export a Report to Excel on a Daily Basis

[caper800]

Hello,

I am fairly new to QueueMetrics so forgive me if my questions are basic.

Is there a way that we can schedule a report to be exported to a .xls format on a daily basis? We do not want it sent via email, but deposited in a directory. We are looking to export the AD-02 Detail of Agent Pauses report. Any help or insight would be greatly appreciated.

Thanks - Jason.

[mirkox]

Hi Jason,

basicly you should:

1) Make sure you configured QueueMetrics to send emails (look for "SMTP settings" in http://manuals.loway.ch/QM_UserManual-chunked/apd.html )
2) Make sure the "robot" user is enabled (Edit users)
3) Create a report template (Edit reports) which contains only a page with the AD02 report
4) Create an export job (Edit report export jobs), which will send to the desired email addresses the report you created in XML (or PDF)
5) Verify that the export job works (you can test it with the "Play" button)

You can call an export job externally with an URL, so the trick to make this automatic is to create a cronjob in your machine, which calls wget to that url (output in /dev/null), at the desired times.

Here there's more info:

http://manuals.loway.ch/QM_UserManual-chunked/ch18.html#GENERATEPDFXLS_MAIL

[caper800]

Thanks mirkox, this is great information! Wish me luck.