Need SMS help? Our dedicated SMS/TCR team is here for you. Chat with a live agent, ask our community, or call 1-888-898-4591 (Opt 3). Carriers now require TCR compliance to send text messages.
Click here if you only need to receive SMS messages.
Need SMS help? Our dedicated SMS/TCR team is here for you. 
Chat with a live agent,
 ask our community, or call 1-888-898-4591 (Opt 3). Carriers now require TCR compliance to send text messages.
Click here if you only need to receive SMS messages.
Register now
Need SMS help? Our dedicated SMS/TCR team is here for you. 
Chat with a live agent,
 ask our community, or call 1-888-898-4591 (Opt 3). Carriers now require TCR compliance to send text messages.
Need SMS help? Our dedicated SMS/TCR team is here for you. Chat with a live agent, ask our community, or call 1-888-898-4591 (Opt 3). Carriers now require TCR compliance to send text messages.
Register now
Click here if you only need to receive SMS messages.
Access, service, and grow your account from here.
US
Australia En
Canada En
Canada Fr
France Fr
Germany De
Italy It
Singapore En
Spain Es
Portugal Pt
United Kingdom En
United States En
Search
Contact us

Chat with us

Recommended
Save time by chatting, available online 24/7.
Submit a case
The most direct way to match you to the right expert on your issue. Responses within 48 hours.
Contact us
Call support
Contact sales
Search resources

Chat with us

Submit a case
Contact us
My next steps
0
Action required
Your credit card on file is about to expire. Update now
Great job!
You're all caught up.
Check back here to make the most of your RingCentral plan.
Sign in to view this content
You’re trying to access content for RingSense customers.
Back to Support
Sign in
You don’t have access to this content
This content is for RingSense customers only.
Back to Support
Sign in error
Please try signing in again.
Back to Support
Sign in
All topics
All topics

Scheduling Historical Reports in RingCX Analytics

Historical Reports let you customize how and where you send data and reports. While Historical Dashboards are always exported as PDF files, Historical Reports can be exported as raw data (CSV files) or as spreadsheets (XLS files).

You can arrange for your reports to be formatted for and delivered by:
  • Email
    : Sends reports through email.
  • File Transfer Protocol (FTP)
    : Uses FTP to send reports to your computer or server.
  • S3 bucket
    : Sends reports to your AWS cloud storage resource.
  • Secure File Transfer Protocol (SFTP)
    : Uses SSH (Secure Shell) protocol to send reports to your computer or server.

Visit Managing Historical Dashboards to learn how to schedule or export dashboards.

Accessing scheduled Historical Reports

  1. Sign in to RingCX, then click the
    Analytics
     icon.
  2. Click
    Historical reports
    , then click
    Schedules
    .
  3. Click on a scheduled Historical Report.

Creating a new schedule

You can create a schedule in any of three locations:

  • In the
    Schedules
     folder
  • In a report folder (
    Standard
    ,
    Shared
    ,
    Private
    , or
    Favorites
    )
  • In the report’s
    viewer
     mode

Note:

  • The data in your scheduled reports will be identical to the data that you see when you look at those reports in
    viewer
     mode. Learn about historical analytics platform limits.
  • If you use a report created by another person in your schedule and the original owner removes your access or deletes the report, a copy of that report is added to your
    Private
     folder, so it will remain in your schedule.
  • Schedule reports follow daylight savings time rules.

Creating a new schedule in the Schedules folder

  1. Sign in to RingCX, then click the
    Analytics
     icon.
  2. Click
    Historical reports > Schedules
    .
  3. Click the
    New schedule
     button in the top right corner.

  4. In the
    General
     section, select the report you want to schedule in the
    Report name
     dropdown.
  5. Enter a custom name for your scheduled report in the
    Schedule name
     field.
  6. Select your preferred file type in the
    File type
     dropdown.
  7. Enter a custom name for your report in the
    File name
     field.
  8. In the
    Schedule
     section, click the
    Frequency
     dropdown to select how often you want the schedule to run, then fill out the rest of the field options.
  9. In the
    Destination
     section, click the
    Destination type
     dropdown to select your preferred destination, then fill out the rest of the field options.
  10. Click
    Save and close
     or
    Save
    .

Note: In the
Schedule
 and
Destination
 sections, your options may vary according to the frequency and destination type that you select.

Creating a new schedule in report folders

  1. Sign in to RingCX, then click the
    Analytics
     icon.
  2. Click
    Historical reports
    , then select the folder location of the report you want to schedule (
    Standard
    ,
    Shared
    ,
    Private
    , or
    Favorites
    ).
  3. Click the
    Actions
     icon to the far right of the name of the report you want to schedule, then select
    Schedule
     from the dropdown.

  4. In the
    General
     section, select the report you want to schedule in the
    Report name
     dropdown.
  5. Enter a custom name for your scheduled report in the
    Schedule name
     field.
  6. Select your preferred file type in the
    File type
     dropdown.
  7. In the
    Schedule
     section, click the
    Frequency
     dropdown to select how often you want the schedule to run, then fill out the rest of the field options.
  8. In the
    Destination
     section, click the
    Destination type
     dropdown to select your preferred destination, then fill out the rest of the field options.
  9. Click
    Save and close
     or
    Save
    .

Creating a new schedule in a report’s
viewer
 mode

  1. Sign in to RingCX, then click the
    Analytics
     icon.
  2. Click
    Historical reports
     and select the folder location of the report you want to schedule (
    Standard
    ,
    Shared
    ,
    Private
    , or
    Favorites
    ).
  3. Open the report you want to schedule. Click the
    Actions
     icon in the top right corner, then select
    Schedule
     from the dropdown.

    Note: You can apply filters while in
    viewer
     mode, but those filters won’t be applied to schedules created while in
    viewer
     mode. You’ll need to add filters in
    edit
     mode to receive filtered reports.

  4. In the
    General
     section, select the report you want to schedule in the
    Report name
     dropdown.
  5. Enter a custom name for your scheduled report in the
    Schedule name
     field.
  6. Select your preferred file type in the
    File type
     dropdown.
  7. In the
    Schedule
     section, click the
    Frequency
     dropdown to select how often you want the schedule to run, then fill out the rest of the field options.
  8. In the
    Destination
     section, click the
    Destination type
     dropdown to select your preferred destination, then fill out the rest of the field options.
  9. Click
    Save and close
     or
    Save
    .

Schedule settings

General

  • Report name
    : Dropdown that lists all existing reports that are available to you. Learn more about creating Historical reports.
  • Schedule name
    : Name of the schedule you’re creating
  • File type
    : CSV (default) or XLS
  • File name
    : Customize the name of the CSV or XLS file you’ll receive. By default, every file name includes the report name, run time, and time zone (Format:
    File name
    _mm.dd.yyyy_hh-mm_TZ).

    Note: If you don’t customize the file name, it will use the name of the selected report (e.g.,
    Report name_mm
    .dd.yyyy_hh-mm_TZ).

Schedule

Settings in the
Schedule
 section vary according to the frequency type you select.

  • Frequency type
    : Select how often you want the report sent to your chosen destination.
    • All working days
    • Custom
    • Every day
    • Every hour
    • Every Monday
    • The first of the month
  • Run time
    : Set the time (hh:mm AM/PM) when you want your report to be sent. (Default: 9AM)
  • Starts
    : Set the date (mm/dd/yyyy) when you want your report to start being sent. (Default: current day)
  • Ends
    : Set the date (mm/dd/yyyy) when you want your report to stop being sent. Leave this field empty to keep sending the report until you deactivate it.
  • Timezone
    : Select the time zone in which you want the schedule to run.
    • Pacific Time (US & Canada)
    • Mountain Time (US & Canada)
    • Central Time (US & Canada)
    • Eastern Time (US & Canada)
    • Hawaii
  • Repeat
    : Select how often you want to run your report. (Default:
    Daily
    )
  • Run every
    : Select, in conjunction with the
    Repeat
     setting, the number of times you want your report to run. (Available only in
    Custom
     frequency.)

    For example, if you want your custom report to run twice a month, select
    Monthly
     in the
    Repeat
     setting, then select 2 in the
    Run every
     setting.)

Destination

Settings in the
Destination
 section vary according to the destination type you choose.
Email
 is the default destination.

  • Email
    : Sends reports as email attachments.
    • Subject
      : Write the subject line of the email to which your Historical report will be attached (Default:
      Schedule
      ).
    • Destination email(s)
      : Choose one or more destination email addresses. Separate multiple addresses with commas, or by using the Enter/Return key to create a new line.
    • Message
      : Customize the short email message that accompanies your report. (Default:
      Hello. Your scheduled email is ready
      .)

      Your custom message will be appended to the beginning of this default text:
      You can download the report in attachments. To view the interactive version of the report, please visit RingCX Analytics
      .

    • Sender email
      : Enter the email address of the email sender for the scheduled report. (Default:
      ringcx.analytics@ringcentral.com
      )

      Note: Customizing the sender’s email will affect only the report you’re currently configuring.

  • File transfer (FTP)
    : Uses File Transfer Protocol to send reports to your computer or server.
    • FTP server
      : Enter the URL of your FTP server. Formatting options include:
      • [IP ADDRESS]/
      • [IP ADDRESS]:[PORT NUMBER]
      • [IP ADDRESS]:[PORT NUMBER]/
      • [ftp|FTP]://[IP ADDRESS]
      • [ftp|FTP]://[IP ADDRESS]/
      • [ftp|FTP]://[IP ADDRESS]:[PORT NUMBER]
      • [ftp|FTP]://[IP ADDRESS]:[PORT NUMBER]/
      • [ServerName].com
      • [ServerName].com/
      • [ServerName].com:[PORT NUMBER]
      • [ServerName].com:[PORT NUMBER]/
      • [ftp|FTP]://[ServerName].com
      • [ftp|FTP]://[ServerName].com/
      • [ftp|FTP]://[ServerName].com:[PORT NUMBER]
      • [ftp|FTP]://[ServerName].com:[PORT NUMBER]/
      Note:
      ServerName
       can contain the names of one or more domains or subdomains, as long as each name consists of at least two characters. For example,
      domainname.rc.subdomain
       is a valid ServerName, but
      domainname.r.somedomain
       is invalid.
    • FTP username
      : Enter the username of your FTP server’s user.
    • FTP password
      : Enter the password of your FTP server’s user.
    • FTP directory
      : Enter the directory’s full path on the FTP server where you want to store your report.
  • S3 bucket
    : Sends reports to your AWS cloud storage resource.
    • S3 URL
      : Enter the URL of your S3 bucket. Formatting options include:
      • http://s3.[region].amazonaws.com/[bucket-name]/
      • http://[bucket-name].s3.[region].amazonaws.com/
      • https://s3.[region].amazonaws.com/[bucket-name]/[key-name]
      • https://[bucket-name].s3.[region].amazonaws.com/[key-name]
      • https://[bucket-name].s3-[region].amazonaws.com/[key-name]

      Note: You’ll need to specify your preferred region in the AWS settings to use S3 URL with that region.

    • S3 Access Key ID
      : Enter the Access Key ID of your S3 bucket.
    • S3 Secret Access Key
      : Enter the Secret Access Key of your S3 bucket.
  • Secure file transfer (SFTP)
    : Uses SSH (Secure Shell) File Transfer Protocol to send reports to your computer or server.
    • SFTP server
      : Enter the URL of your SFTP server. Formatting options include:
      • [IP ADDRESS]/
      • [IP ADDRESS]:[PORT NUMBER]
      • [IP ADDRESS]:[PORT NUMBER]/
      • [sftp|SFTP]://[IP ADDRESS]
      • [sftp|SFTP]://[IP ADDRESS]/
      • [sftp|SFTP]://[IP ADDRESS]:[PORT NUMBER]
      • [sftp|SFTP]://[IP ADDRESS]:[PORT NUMBER]/
      • [ServerName].com
      • [ServerName].com/
      • [ServerName].com:[PORT NUMBER]
      • [ServerName].com:[PORT NUMBER]/
      • [sftp|SFTP]://[ServerName].com
      • [sftp|SFTP]://[ServerName].com/
      • [sftp|SFTP]://[ServerName].com:[PORT NUMBER]
      • [sftp|SFTP]://[ServerName].com:[PORT NUMBER]/
      Note:
      ServerName
       can contain the names of one or more domains or subdomains, as long as each name consists of at least two characters. For example,
      domainname.rc.subdomain
       is a valid ServerName, but
      domainname.r.somedomain
       is invalid.
    • SFTP Server
      : Enter the URL of your SFTP server.
    • SFTP username
      : Enter the username of your SFTP server’s user.
    • SFTP password
      : Enter the password of your SFTP server’s user.
    • SFTP directory
      : Enter the specific location of the directory’s full path on the SFTP server where you want to store your report.

Editing an existing schedule

  1. Sign in to RingCX, then click the Analytics icon.
  2. Click
    Historical reports > Schedules
    .
  3. Locate the schedule using one of these methods:
    • Search for your scheduled Historical report in the search bar.
    • Click the
      Show my schedules
       toggle to the right of the search bar.

  4. Click your scheduled Historical report.
  5. On the settings page, edit the settings you want to change.
  6. Click
    Save and close
     or
    Save
    .

Note: You can’t edit scheduled Historical reports that other users have created. Contact the owner of the schedule to make any changes.

Cloning an existing schedule

  1. Sign in to RingCX, then click the
    Analytics
     icon.
  2. Click
    Historical reports > Schedules
    .
  3. Locate the scheduled Historical report using one of these methods:
    • Perform a manual search for the scheduled Historical report that you want to clone.
    • Use the search bar to search for the scheduled Historical report.
  4. Click the
    Actions
     button at the far right of the report’s row.
  5. Select
    Clone
    .

  6. Select the historical report you want to clone, then choose a name for the cloned report in the
    Clone schedule
     window. (Default:
    Clone of: report name
    .)
  7. Click
    Save
    .
  8. On the configuration page of the cloned report, change any settings that you want to change.
  9. Click
    Save
    .

Click
Go
 to report to open a new tab that displays the report’s page. If a report is set to private, the
Go to report
 option won't appear in the menu.

Deleting a schedule you’ve created

  1. Sign in to RingCX, then click the
    Analytics
     icon.
  2. Click
    Historical reports > Schedules
    .
  3. Locate the schedule using one of these methods:
    • Use the search bar to search for the scheduled Historical report.
    • Click the
      Show my schedules
       toggle to the right of the search bar.
  4. Click the
    Actions
     button at the far right of the report’s row.
  5. Select
    Delete
    .

  6. Click
    Delete
     to confirm.

Note: You can’t delete scheduled Historical reports that other users have created. Contact the owner of the schedule to make any changes. If you can’t reach the owner of the schedule, contact your account manager.

Testing a schedule

Testing a schedule helps make sure your report’s fields and credentials are correct. 

  1. Sign in to RingCX, then click the
    Analytics
     icon.
  2. Click
    Historical reports > Schedules
    .
  3. Locate the schedule using one of these methods:
    • Use the search bar to search for the scheduled Historical report.
    • Click the
      Show my schedules
       toggle to the right of the search bar.
  4. Click the
    Test run
     button at the far right of the
    Destination
     section.

Testing a schedule will yield either a green success message (
Report [Report Name] test run successfully delivered
), or a red error message (
Please fix the error(s) on this page before continuing
).

Troubleshooting schedule errors

If your schedule receives an error message, check the following destination-specific settings:

  • Email
    • Confirm that the email address is correct.
    • Confirm that there are no issues with the email server.
  • S3/FTP/SFTP
    • Confirm that the server credentials are correct.
    • Confirm that there are no issues with your server.
    • Confirm that the user has rights to upload files to your server.

Note: You’ll need to fill out all mandatory fields and correct any errors before running the test again or saving the schedule.

In this article

Accessing scheduled Historical Reports
Creating a new schedule
Schedule settings
Editing an existing schedule
Cloning an existing schedule
Show all

Sorry, that page can't be found.

It may be broken or has been removed.
Try searching on our Support site or visit your account at My RingCentral
Download
Chat with us
Ask the Community
Thanks!
We've sent you a link, please check your phone!
Please allow a full minute between phone number submissions.
There was an issue with SMS sending. Please try again. If the issue persists, please contact support.