Scheduling Reports Parent topic

Scheduled reports automatically generate according to the configured schedules.

Procedure

  1. Go to Alerts / ReportsReportsSchedules.
  2. Enable scheduled reports by selecting one or more of the associated intervals.
    • Generate daily report
    • Generate weekly report
    • Generate monthly report
  3. Specify when to generate each of the selected reports.
    When a monthly report schedule is set to generate reports on the 29th, 30th, or 31st day, the report generates on the last day of the month for months with fewer days.
    For example, if you select 31, the report generates on the 28th (or 29th) in February, and on the 30th in April, June, September, and November.
  4. Specify the recipients for each selected report.
    You can choose to send each specified report to all contacts (the default) or specify a list of recipients who should receive the report. If specifying recipients, separate multiple recipients with a semicolon.
    If using the default option and you want to configure the list of contacts, see Managing Contacts.
    Important
    Important
    You must configure the SMTP server to send notifications. For details, see Configuring the Notification SMTP Server.
  5. Click Save.