Scheduled data views

Marc Staine

23-Nov-2021

Data views is how you can retrieve specific data from the system based on the parameters you choose.  Within the analytics section, you can create data views to be sent on a scheduled bases as a PDF to agents or email addresses of your choice.

Create a new report

1. Click on Scheduled Data Views in the top navigation bar.
    
2. Click on Add a Data View or
    
3. In the left hand panel, click on the drop down and select add data view.
    
4. Type in a name for the view, and select the properties you want to filter for.
    
5. Click Save Data View.

Schedule a report

Once you create a data view, you need to schedule it and select who to send it to.

1. Click on Scheduled Data Views in the top navigation bar.
    
2. In the left hand panel, click on the drop down and select the new data new.
    
3. Select the agents to send the report to or type in the email addresses in the Send to Emails text box.
    
4. Select the frequency and start date of when you would like to receive the data view.
    
5. Click enable and click on the button Update schedule.