Editing Scheduled Reports

Use the Scheduled Reports screen to automatically generate reports on a user-defined schedule. When adding scheduled reports, specify whether to use custom or static templates.

Go to Reports > Scheduled Reports.
The Scheduled Reports screen appears.
Click the Name of a scheduled report profile.
The Edit Scheduled Report > Step 1: Contents screen appears.
Type a name for the report in the Name field.
(Optional) Type a description for the report in the Description field.
In the Report Content section, select one of the following template types:
- Custom Templates: Select one or more custom report templates.
  
  Note:
  Selecting multiple custom templates generates a single report that displays formatted data from all selected templates.
  
  For more information about creating custom report templates, see Adding or Editing Custom Templates.
- Static Templates: Select one or more of the static templates provided by Trend Micro.
  1. Select a static template from the Report category drop-down.
  2. Select the data to display in the report and specify any corresponding parameters.
Select the report generation format.
Note:
This version of Control Manager discontinues support for ActiveX and Crystal Report formats.
- Custom template report formats:
  - Adobe PDF format (*.pdf)
  - HTML format (*.html)
  - XML format (*.xml)
  - CSV format (*.csv)
- Static template report formats:
  - Adobe PDF format (*.pdf)
  - Microsoft Word format (*.docx)
  - Microsoft Excel format (*.xlsx)
Click Next.
The Edit Scheduled Report > Step 2: Targets screen appears.
Select the managed products or folders containing the managed products that provide the report information.
If the report contains data from a Network VirusWall Enforcer device, specify the clients from which the reports generate:
- All clients: Generates reports from all Network VirusWall Enforcer devices
- IP range: Generates reports from a specific IP address range
- Segment: Generates reports from a specific network segment
Click Next.
The Edit Scheduled Report > Step 3: Frequency screen appears.
Specify how often the reports generate:
- Every 'n' days: Reports generate every 1 to 6 days, depending on your selection.
- 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, 5th, 10th, 15th, 20th, 25th, or the last day of the month.
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.
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.
Tip:
Click the calendar icon next to the mm/dd/yyyy field to use a dynamic calendar to specify the date range.
Click Next.
The Edit Scheduled Report > Step 4: Message Content and Recipients screen appears.
(Optional) Email the report as an attachment to selected recipients.
1. In the Subject field, type a title for the email message that contains the report.
2. In the Message field, type a description about the report.
3. Select Email the report as an attachment to send the report to selected recipients.
4. Select contact groups or user accounts.
5. Click >>.
  The selected contact groups or user accounts appear in the Recipient list.
Click Finish.
The Scheduled Reports screen appears and displays the newly added report generation task.