Creating a Scheduled Report

  1. At the top of the Scheduled reports table on the Reports > Options > Report Scheduler page, click Add.

    The Report Package page of the Report Scheduler wizard is displayed.

  2. Select one or more Report packages that you want included in the PDF file that is mailed out on schedule.

    Descriptions of each selected package of reports are displayed in the Description box.

  3. If you select the Policy compliance package, you can also choose to Include detailed policy compliance reports and set the number of the top users (1 to 5) on which the included detailed report is generated.
  4. From the Group selection drop-down list, select the groups that the reports will cover.

    The default option is All Users.

    The groups shown in this drop-down list are created and set on the Reports > Options > Reporting Groups page.

  5. Click Create Schedule at the top of the page, or Next at the bottom of the page, to proceed to the next page of the wizard.
  6. In the Frequency of reports section, select the time period that you want the report to cover. The options are:
    • Report for the past 24 hours, sent daily after midnight: Note that "after midnight" is actually slightly after 1:30 AM.
    • Report for the past "n" days, sent weekly on "x": If you choose this option, from the drop-down lists you must select both the range of days (7, 14, 21, or 28) and the day of the week on which you want the report sent to the recipients. The report will cover the selected number of days prior to the selected reporting day.
    • Report for the past month, sent on the first of each month: If you select this option, the report will be sent out on the first day of the month, and it will cover the previous complete one-month period.
  7. In the Report scheduler name text box, enter a meaningful name for the scheduled report.
  8. Optionally, select Activate this schedule to enable this scheduled report. Leave this option unselected if you want to enable it later.
  9. Click Specify Recipients at the top of the page, or Next at the bottom of the page, to proceed to the last page of the wizard.
  10. Specify the recipients by creating a list.
    1. Add a recipient to the list by typing the recipient’s email address into the Specify recipients text box and then clicking Add.
    2. Remove a recipient from the list by selecting the check box to the right of the recipient in the list and then clicking Delete.
  11. Optionally, click Preview Reports to immediately generate an example report.

    The example report may include only a fraction of the specified reporting period, depending on the day that you request the preview.

  12. Click Save.

    Before saving, you can click Previous to return to the preceding pages of the wizard to review or change the settings in those pages. The options that you had set previously will be retained while you have the wizard open and until you change them, but they will not be saved for use until you click Save.