Working with Scheduled Reports

  1. Navigate to Reports > Scheduled Reports.
  2. Perform the following tasks:

    Task

    Steps

    Create a scheduled report template

    1. Click Add.

      A new screen appears.

    2. Configure the following:

      • Report template name

      • Schedule: Daily, weekly, or monthly, and the time to generate the report

        For monthly reports, if you select 31, 30, or 29 days and a month has less than the number of days, WFBS will not generate the report that month.

      • Content: To select all threats, select the Select All check box. To select individual threats, click the corresponding check box. Click the plus icon (+) to expand the selection.

      • Send the report to

        • Recipients: Type the recipients’ email addresses, separating them with semicolons (;).

        • Format: Choose PDF or a link to an HTML report. If you choose PDF, the PDF will be attached to the email.

    3. Click Add.

    View scheduled reports

    1. On the row containing the template from which the scheduled reports are generated, click Report History.

      A new screen opens.

    2. Under the View column, click the links to a report. The first link opens a PDF report while the second link opens an HTML report.

    The data available in a report is influenced by the amount of logs available on the Security Server at the time the report was generated. The amount of logs changes as new logs are added and existing ones deleted. In Reports > Maintenance, you can manually delete logs or set a log deletion schedule.

    For details on the content of the report, see Interpreting Reports.

    Template Maintenance Tasks

    Edit template settings

    Click the template and then edit the settings in the new screen that appears.

    Reports generated after saving your changes will use the new settings.

    Enable/Disable a template

    Click the icon under the Enabled column.

    Disable a template if you want to stop generating scheduled reports temporarily and enable it when you need the reports again.

    Delete a template

    Select the template and click Delete.

    Deleting a template does not delete scheduled reports generated from the template but the links to the reports will no longer be available from the web console. You can access the reports directly from the Security Server computer. Reports will only be deleted if you manually delete them from the computer or if the Security Server automatically deletes the reports according to the scheduled report auto-deletion setting in Reports > Maintenance > Reports tab.

    To automatically delete templates, navigate to Reports > Maintenance > Reports tab and set the maximum number of templates that Worry-Free Business Security retains. The default is 10 templates. When the number is exceeded, the Security Server deletes templates beginning with the template that has been retained for the longest time.

    Report Maintenance Tasks

    Send a link to the scheduled reports

    Send a link to the scheduled reports (in PDF format) through email. Recipients click the link in the email message to access the PDF file. Be sure that recipients can connect to the Security Server computer or the file will not display.

    Note:

    Only a link to the PDF file is provided in the email. The actual PDF file is not attached.

    1. On the row containing the template from which the scheduled reports are generated, click Report History.

      A new screen opens.

    2. Select the reports and then click Send.

      Your default email client opens, with a new email containing a link to the report.

    Delete scheduled reports

    1. On the row containing the template from which the scheduled reports are generated, click Report History.

      A new screen opens.

    2. Select the reports and click Delete.

    Note:

    To automatically delete reports, navigate to Reports > Maintenance > Reports tab and set the maximum number of scheduled reports in each template that Worry-Free Business Security retains. The default is 10 scheduled reports. When the number is exceeded, the Security Server deletes reports beginning with the report that has been retained for the longest time.