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=Run a Report=
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{{Template:PEC_Migrated}}
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You can run a report in a number of ways:
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* [[runreport#view|Run the report and view the results in the browser]]
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* [[runreport#edit|Run the report from the Edit Report tab]]
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* [[runreport#send|Run the report and send the results as an email attachment to selected recipients]]
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* [[runreport#export|Run the report and export the results using a PDF or Excel file]]
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{{NoteFormat| You do not have to save a report to run it.}}
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{{AnchorDiv|view}}
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===Run the report and view the results in the browser===
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# Select '''Reports > Saved Reports''' to run an existing report.
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# From the '''Saved Reports''' list click '''Run''' [[file: Sm_runreport.png|link=|30px]].  The report results are displayed as you requested in the SpeechMiner Report Viewer window.
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{{AnchorDiv|edit}}
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===Run a report from the Edit Report tab===
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# Select '''Reports > Saved Reports''' to run an existing report.
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# From the '''Saved Reports''' list, click the '''Edit''' icon [[file:Reportedit.png|link=|22px]]. The '''Edit Report''' tab is opened.
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# Select how to view the report results in the browser:
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#* To view the results in a new browser window, at the top of the form select '''Open in new window'''.
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#* To view the results below the template form, clear the '''Open in new window''' check box.
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# Click [[file:Smicon runreport.png|link=|95px]]. The report results are displayed.
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{{AnchorDiv|send}}
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===Run the report and send the results via email===
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{{NoteFormat| The results are sent as a PDF file. The .pdf file is opened in a browser and is linked to the SpeechMiner system.}}
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# Select '''Reports > Saved Reports''' to run an existing report.
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# From the '''Saved Reports''' list, select the report you want to run. From [[editreport|Edit Report]] configure the report you want to run.
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# At the top of the form, click '''Email Report''' [[file:Smicon sessionactionemail.png|link=]]. A dialog box opens.
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# Under '''To''' enter the required email addresses. Separate multiple addresses with semi-colons (''';''').
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# Under '''Notes''' type any text you want to include in the body of the email.
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# Click '''Send'''. The report runs and the results are sent to the recipients you specified. A confirmation message appears when the results are sent.
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{{AnchorDiv|export}}
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===Run the report and export the results===
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# Select '''Reports > Saved Reports''' to run an existing report.
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# From the '''Saved Reports''' list, select the report you want to run. From [[editreport|Edit Report]] configure the report you want to run.
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# At the top of the form, click  [[file:Smicon runreport.png|link=|95px]]. The report is created and appears at the bottom of the screen.   
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# Click either the PDF or Excel icon to export the results to a PDF or Excel file. A dialog box opens and asks you if you want to open or save the file.
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# Select the desired option.
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#* If you select '''Open''', the file is opened in the application that is configured to open files of the selected type on your computer.
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#* If you select '''Save''', a '''Save As''' a dialog box opens. Navigate to the folder in which you want to save the file and click '''Save'''. The file is saved in the selected location.
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[[Category:V:PSAAS:Julie]]

Latest revision as of 01:30, June 22, 2020

Run a Report

Important
This content may not be the latest Genesys Engage cloud content. To find the latest content, go to Recording in Genesys Engage cloud.



You can run a report in a number of ways:

Important
You do not have to save a report to run it.

Run the report and view the results in the browser

  1. Select Reports > Saved Reports to run an existing report.
  2. From the Saved Reports list click Run link=|30px. The report results are displayed as you requested in the SpeechMiner Report Viewer window.

Run a report from the Edit Report tab

  1. Select Reports > Saved Reports to run an existing report.
  2. From the Saved Reports list, click the Edit icon link=|22px. The Edit Report tab is opened.
  3. Select how to view the report results in the browser:
    • To view the results in a new browser window, at the top of the form select Open in new window.
    • To view the results below the template form, clear the Open in new window check box.
  4. Click link=|95px. The report results are displayed.

Run the report and send the results via email

Important
The results are sent as a PDF file. The .pdf file is opened in a browser and is linked to the SpeechMiner system.
  1. Select Reports > Saved Reports to run an existing report.
  2. From the Saved Reports list, select the report you want to run. From Edit Report configure the report you want to run.
  3. At the top of the form, click Email Report link=. A dialog box opens.
  4. Under To enter the required email addresses. Separate multiple addresses with semi-colons (;).
  5. Under Notes type any text you want to include in the body of the email.
  6. Click Send. The report runs and the results are sent to the recipients you specified. A confirmation message appears when the results are sent.

Run the report and export the results

  1. Select Reports > Saved Reports to run an existing report.
  2. From the Saved Reports list, select the report you want to run. From Edit Report configure the report you want to run.
  3. At the top of the form, click link=|95px. The report is created and appears at the bottom of the screen.
  4. Click either the PDF or Excel icon to export the results to a PDF or Excel file. A dialog box opens and asks you if you want to open or save the file.
  5. Select the desired option.
    • If you select Open, the file is opened in the application that is configured to open files of the selected type on your computer.
    • If you select Save, a Save As a dialog box opens. Navigate to the folder in which you want to save the file and click Save. The file is saved in the selected location.
This page was last edited on June 22, 2020, at 01:30.
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