Adding Scheduled Reports

Control Manager supports generating scheduled reports from Control Manager 3 and Control Manager 5 report templates. Users need to create Control Manager 5 report templates, while Trend Micro created Control Manager 3 report templates. The process for creating a scheduled report is similar for all report types:

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

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

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

  4. Specify the recipient of the report.

Step 1: Access the Add Scheduled Report Screen and Select the Report Type

  1. Navigate to Reports > Scheduled Reports.
  2. Click Add.
  3. Type a name for the report in the Name field.
  4. Type a meaningful description for the report in the Description field.
  5. 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. See Adding Control Manager 5 Report Templates for more information.

    • 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.

  6. 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)

  7. Click Next.

Step 2: Specify the Product/Products from Which the Report Data Generates

  1. Select the managed product or directory from which Control Manager gathers the report information.
  2. If the report contains data from a Network VirusWall Enforcer device, specify the clients from which the reports generate:
    • All clients: Reports generate from all Network VirusWall Enforcer devices

    • IP range: Reports generate from a specific IP address range

    • Segment: Reports generate from a specific network segment

  3. Click Next.

Step 3: Specify the Date that the Product/Products Produced the Data

  1. Specify how often reports generate:
    • Daily: Reports generate daily.

    • Weekly: Reports generate weekly on the specified day.

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

    • 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:
    • 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.

    • 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 reports will be 24 hours) but will not contain the absolute latest data.

  3. Specify when the report schedule starts:
    • Immediately: The report schedule starts immediately after enabling the report.

    • 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.

  4. Click Next.

Step 4: Specify the Recipient of the Report

  1. Type a title for the email message 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 list.
  5. Select the users/groups to receive the report and click the >> button.
  6. Click Finish after selecting all users/groups to receive the report.