Saved Parameters Dashboard

1. Navigate to Reports: Click on Reports (PC224) in your left-hand menu.
2. Open the Module: Select Saved Parameters (PC520) from the list.
3. View the Grid: You will see a grid displaying all configurations you have previously saved. This grid provides a clean overview of:
   • Report Name: The custom title you gave the configuration.
   • Module Name: Which specific report type this parameter is attached to.
   • Created Date: When the parameter was first saved.

Executing a Saved Report

Instead of manually entering date ranges, agent names, or status filters every time, you can trigger a saved search instantly:

1. Locate the Configuration: Find the specific report you need in the Saved Parameters (PC520) list.
2. Download: Look for the Download button found on the last row in the grid under Action.
3. Automatic Redirection: Clicking this will immediately download the report as the output method selected when the parameters were saved.

Schedule Task

• Function: Opens the Task Scheduler for that specific report configuration.
• Benefit: This allows you to set a recurring delivery schedule (daily, weekly, monthly). It automates the entire process: the system runs the query based on your saved parameters and automatically sends the data to the selected emails, removing the need for you to log in and manually trigger the report.
• You can modify and delete these scheduled tasks under Schedule Task (PC527).

Note: If you create a new configuration, ensure you give it a unique and descriptive name. Since your system lists both the Report Name and Module Name side-by-side in this grid, naming your saved parameters clearly (e.g., "Daily Activation - Last 24hrs") will prevent confusion if you have multiple saved variations of the same report.