With Koncert, managers can schedule and send the reports to users automatically for a selected period, as an Excel or a CSV file. Reports will be emailed to the user(s) email address as an email attachment.

Below you can find the steps to schedule and send the reports:

1. In the Analytics tab » Advanced sub-tab, click on the Schedule button at the top right.

NOTE: The Schedule button will only be available for managers.

2. After the List of Scheduled Reports window pops up, click the Add Schedule button.

3. The Add Schedule window will be displayed with the following fields:

• Report Type – Select the report(s) from the dropdown that you wish to schedule and send. You can select more than one report. Mandatory field.

• Choose Users – Select one or more talkers/users whose reports need to be processed. Only active talkers will be displayed. Mandatory field. You can select the option All Active Users to select all the active users, if needed

• Choose Teams – Select the team(s) from the Choose Teams dropdown, users under the selected team(s) will be listed in the Choose Users dropdown.

• Report Execution – Choose one of the following report execution steps:

• • Send Individual Reports For Each User – Report(s) will be processed separately for each talker and individual emails will be sent to those users.

• • Send Consolidated Reports for all Users – Report(s) will be processed for all talkers selected and a single email will be sent to the talkers/users selected in the 'Send To' dropdown.

• Date Range – Choose the date range/time period for retrieving the report. For example, if you select 'Last 1 hour', a report will be retrieved for the last 1 hour. Mandatory field.

NOTE:

• • The Include Weekends checkbox will become available only when selecting Daily in the Date Range filter. Upon enabling this, reports can be sent to selected users, even on weekends.

• • If the date range 'Daily' is selected, the 'Day' dropdown will be disabled in the 'Send On' field. Only, the user can select the Time in the 'Send On' field for sending the report.

• Send On – Choose a specific day and time for sending the retrieved report. Recurring reports will be retrieved and delivered to the selected talker(s) on the selected day & time. Mandatory field.

• Send To – This option will be enabled only after selecting the Report Execution option 'Send Consolidated Reports for all Talkers'. Select the user(s) to whom the consolidated reports are to be sent. You can select more than one user.

NOTE: Reports will be sent to the user(s) registered email address.

• Report Format – Choose the report format (Excel or CSV) to retrieve reports.

• Additional Email ID – Enter the additional Email address to which the reports should be sent. 

4. Click Save to save the schedule. Upon successful saving, the following success message will be displayed.

5. The newly created Schedule will be displayed in the List of Scheduled Reports window.

NOTE: To differentiate the consolidated schedule report from the individual report, an icon will be displayed next to the consolidated schedule report.

Please contact Koncert Support for any questions at support@koncert.com or 603-952-2505.

NOTE: The information provided here is for informational purposes only and should not be considered as a legal advice. Please consult your legal counsel regarding compliance with relevant laws.