Adding Scheduled Reports

Control Manager supports generating scheduled reports from Control Manager 3.0 and Control Manager 5.0 report templates. Users need to create Control Manager 5.0 report templates, while Control Manager 3.0 report templates were created by Trend Micro. The process for creating a scheduled report is similar for all report types.

To add a scheduled report:

1. Access the Add Scheduled Report screen and select the report type.

   1. Mouseover Logs/Reports. A drop-down menu appears.

   2. Click Scheduled Reports from the menu. The Scheduled Reports screen appears.

   3. Click Add. The Add Scheduled Report Profile > Step 1: Contents screen appears.

   4. Type a name for the report in the Name field, under Report Details.

   5. Type a meaningful description for the report template in the Description field, under Report template.

   6. Select the Control Manager template to generate the report:

   • Control Manager 5 report template

     1. Select the Control Manager 5 template to generate the report.
        
        If the existing reports do not fulfill your requirements, create one from the Report Templates screen.

   • Control Manager 3 report template

     1. Click Control Manager 3 under Report Content. The Control Manager 3 templates appear in the work area to the right, under Report Content.

     2. Select the report category on which to base the report.

     3. Select the Control Manager 3 template data on which to base the template.

   7. Select the report generation format:

   • Control Manager 5 report formats

     • Adobe PDF Format (*.pdf)

     • HTML Format (*.html)

     • XML Format (*.xml)

     • CSV Format (*.csv)

   • Control Manager 3 report formats

     • Rich Text Format (*.rtf)  

     • Adobe PDF Format (*.pdf)

     • ActiveX  

     • Crystal Report Format (*.rpt)

   8. Click Next. The Add Scheduled Report Profile > Step 2: Targets screen appears.

2. Specify the product/products from which the report data generates.

   1. Specify the managed product or directory from which the report generates.

   2. Select Control Manager: Specifies that information originates from the Control Manager server to which the user is currently logged on.

   Specifying this option disables the Product Directory, because the information only comes from the Control Manager server to which the user is logged on.

   • Select Product Tree: Specifies that information originates from the managed products the Control Manager server manages.

   After specifying this option, the user must then select the protection category from which the information originates. The user does this by selecting managed products/directories from Product Directory.

   • Selecting the managed product/directory on this screen affects the available data views. For example, by selecting OfficeScan in the product directory only data views associated with desktop protection display in the Available Data Views list.
     
     You will still have to specify filtering criteria (Managed Product Name > is equal to > OfficeScan) to return data only from OfficeScan servers.

   2. If the report contains data from a Network VirusWall Enforcer device, specify the clients from which the reports generate:

   3. All clients  

   4. IP range   

   5. Segment

   3. Click Next. The Add Scheduled Report Profile > Step 3: Frequency screen appears.
       

3. Specify the date which the product/products produced the data.

   1. Specify how often reports generate:

   2. Daily: Reports generate daily.

   3. Weekly: Reports generate weekly on the specified day.

   4. Bi-weekly: Reports generate every two weeks on the specified day.

   5. Monthly: Reports generate monthly on the first day of the month, the 15th of the month, or the last day of the month.

   2. Specify the data range:

   3. Reports include data up to the Start the schedule time specified below: This means that a report could have up to 23 hours more data contained in the report. While this has a small affect on weekly or monthly reports, this can make a "daily" report with almost two days worth of data depending on the Start schedule time.

   4. Reports include data up to 23:59:59 of the previous day: This means that data collection for the report stops just before midnight. Reports will be an exact time period (example: Daily will be 24 hours) but will not contain the absolute latest data.

   3. Specify when the report schedule starts:

   4. Immediately: The report schedule starts immediately after enabling the report.

   5. Start on: The report schedule starts on the date and time specified in the accompanying fields.

   1. Type a date in the mm/dd/yyyy field.

   2. Specify a time in the accompanying hh and mm fields.

   • Click the calendar icon next to the mm/dd/yyyy field to use a dynamic calendar to specify the date range.

   3. Click Next. The Add Scheduled Report Profile > Step 4: Message Content and Recipients screen appears.

4. Specify the recipient of the report.

   1. Type a title for the email that contains the report in the Subject field.

   2. Type a description about the report in the Message field.

   3. Select Email the report as an attachment to enable sending the report to a specified recipient.

   4. Specify to select users or groups from the Report Recipients drop down list. The list of available users/groups appears in the work area below the drop down list.

   5. Select the users/groups to receive the report and click the Add button.

   6. Click Finish after selecting all users/groups to receive the report.