Advanced Analytics - Schedules

Description: The purpose of this article is to provide a detailed overview of the Schedules section of Ooma Enterprise Advanced Analytics.

Advanced Analytics serves as the primary digital workspace for end-users involved in call analytics. Within this portal, users can access various tools and features to efficiently manage and supervise their call analytics.

The primary objective of the "Schedules" feature is to enable the creation of a personalized mailing for the chosen reports, with the option to schedule it on a recurring basis.

When you click on the respective option in the left-hand menu, the main space of the app will display the "Schedules" page.

All the presented information is divided into three primary sections.

• The table of existing schedules: this table contains all schedules created by you as well as any other member within the Workspace to which you belong.

In the final column, you will find three buttons associated with the schedule record:

• Run: clicking this button will enqueue the chosen schedule and the corresponding report will be sent.

• Edit: selecting this button will open a dialog form, identical to the one used for creating schedules (described below), where you can modify the schedule's parameters. 
• Delete: pressing this button will permanently remove the selected schedule.

• The search bar: it allows you to locate a specific schedule in the table of existing schedules by its name.

• The "+ Create Schedule" button: upon clicking this button, the process of creating a new schedule will be initiated.

When you click on this button, a pop-up dialog menu will appear on the right side of the window. In this section, the "Name" field is the only required field.

Fill in the required information and then click the "Next" button, which will navigate you to another page within the dialog form.

On the next page of this dialog form, you will find three fields that require configuration.

• Recurrence: when you click on this field, a drop-down menu will appear, allowing you to select the recurrence period from the available options in the list.

There are four recurrence options available, and each option requires a unique set of parameters to be configured.

• Hourly:

• Repeat every / On minute: in this section, you have the ability to define the mailing interval in hours and minutes. The minimum allowable duration for minutes is 15.

• Between: this field enables you to specify the desired period of time for the scheduled mailing. You have the option to enter the time manually.

Additionally, by clicking on the clock badge, a drop-down menu will appear. Using this menu, you can adjust the hours and minutes by hovering over the respective columns and scrolling the mouse wheel up or down. Once you have selected the desired time, click the "Set" button to confirm.

• On the following days: by checking the checkboxes associated with specific days of the week, you designate those days as the ones when the report mailing will take place.

• Daily:

• Time of Day: this field enables you to specify the desired time for the scheduled mailing. You have the option to enter the time manually. Additionally, by clicking on the clock badge, a drop-down menu will appear. Using this menu, you can adjust the hours and minutes by hovering over the respective columns and scrolling the mouse wheel up or down. Once you have selected the desired time, click the "Set" button to confirm.

• On the following days: this field has already been described above.

• Weekly:

• Day of week: when you click on this field, a drop-down menu will be displayed, listing all the days of the week as selectable options.

• Time of day: this field has already been described above.

• Monthly:

• Repeat every: in this field, you can input a numerical value representing the number of months for the periodic report mailing. The maximum limit for this number is 12.
• On the following day: there are two drop-down menus here, which you can use to select a specific day of the month for the periodic report mailing.

• Time of day: this field has already been described above.

On the next page of this dialog form, you will find the "Add report" button that you should use to select a report for mailing.

Upon clicking the "Add report" button, a new pop-up window will emerge, requiring you to configure the parameters of the report.

• Report: when you click on this field, a drop-down menu will be displayed, containing a list of all the reports available for you to choose from for setting up periodic mailing.

For managing and configuring your reports, you can access them on the "Reports" page of Advanced Analytics.

• Filter: when you click on this field, a drop-down menu will be displayed, containing a list of all the filters available for you to choose from for setting up periodic mailing. For managing and configuring your filters, you can access them on the "Filters" page of Advanced Analytics.
• Date Range: when you click on this field, a drop-down menu will emerge displaying a selection of date ranges to calculate the report.

If you choose the "Custom" option, two additional fields will be displayed where you can specify the exact starting and ending dates (including minutes) for the report calculation.

• Limit to time range: enabling this option will cause two extra fields to appear, allowing you to specify the precise start and end times for the report calculation.

• Output type: by choosing one of the three provided checkboxes, you can determine the file format in which the report will be sent.

On the next page of this dialog form, you will find one field that requires configuration.

When you click on this field, a drop-down menu will be displayed, presenting a list of email addresses belonging to all the members of your Workspace. 

Please note that there is no option to add recipients from outside your Workspace.

Once you have selected an email from the list, click the "Add" button to save your selection.

After saving the chosen email, it will be displayed below in the dialog form. 

If you select another email from the list and click the "Add" button, you can include additional recipients in the mailing list. Upon clicking the "Save" button, the configured schedule will be stored, and you will be able to locate it in the table of existing schedules.