Scheduling Reports

You can schedule reports/report bundles to run once or on recurring periods in the future. When you schedule a reports/report bundle, you can specify notifications that should be sent for that report. In addition, you should make sure that the default settings for notifications for all scheduled reports/report bundles have been set up.

Scheduling a Report

Follow the procedure below to schedule a report:

  1. Go to RESOURCES tab and select the report under Reports folder from the left pane.
  2. Select the report(s) to schedule from the list on the right pane.
  3. Click More > Schedule.
    Note: You can also schedule a report from the lower pane - Schedule tab after selecting the report. Use the + icon to enter the Schedule settings.
  4. In Super/Global scope, under Organization section, you can choose either Run this report for or Schedule this report for with selected organizations:

    • Choose Run this report for if you would like to run the report for only Global administrators. This choice will combine event data from all selected Organizations within one PDF or CSV report and sent to the Global Administrators set in the Notification settings.
    • Choose Schedule this report for if you would like to run this report for each selected Organization separately same as your login to each of these Organizations and schedule this report there. In this case, each selected organization will receive its own copy of PDF or CSV report containing the event data for its own Organization based on the Notification settings.

  5. Use the Schedule Time Rangeoption if the run time has to be scheduled for a later period and a specific place.
  6. Schedule the Schedule Recurrence Pattern for the report to run once, hourly, daily, weekly or monthly or set the range under Schedule Recurrence Range.
  7. Select the Output Format as PDF or CSV.
    For PDF output, the default template configured under RESOURCES > Reports is used. You can customize the report templates following the steps under Customizing PDF Report Output.
  8. Specify the Notification that should be sent when the report runs from the available options:

    • Default Notifications - to send default notifications. Click + to add more Recipients.
    • Custom Notifications - to send notifications to specific email addresses. Use the edit icon to add more Recipients
    • Copy to a remote directory - to copy the report to a remote directory.

  9. Specify the time that the report should be retained after it has run using Retention setting in hours or number of days.
  10. Click OK.
    The report will run at the time you scheduled. 

Scheduling a Report Bundle

Follow the procedure below to schedule a report bundle:

  1. Go to RESOURCES tab and select the report bundle under Report Bundles folder from the left pane.
  2. Select above the left panel folders to open the scheduler settings.
  3. In Super/Global scope, under Organization section, you can choose either Run this report for or Schedule this report for with selected organizations:

    • Choose Run this report for if you would like to run the report for only Global administrators. This choice will combine event data from all selected Organizations within one PDF or CSV report and sent to the Global Administrators set in the Notification settings.
    • Choose Schedule this report for if you would like to run this report for each selected Organization separately same as your login to each of these Organizations and schedule this report there. In this case, each selected Organization will receive its own copy of PDF or CSV report containing the event data for its own Organization based on the Notification settings.
  4. Select the Report Time Range:

    • Select the Time Zone.
    • Select Relative, to enter the last number of hours from which report has to be generated or Absolute to enter the range of start and end date and time.

  5. Use the Schedule Time Range if the run time has to be scheduled for a later period and a specific place.
  6. Schedule the Schedule Recurrence Pattern for the report bundle to run once, hourly, daily, weekly or monthly or set the range under Schedule Recurrence Range.
  7. Specify the Notification that should be sent when the report bundle runs from the available options:

    • Default Notifications - to send default notifications. Click + to add more Recipients.
    • Custom Notifications - to send notifications to specific email addresses. Use the edit icon to add more Recipients.
    • Copy to a remote directory - to copy the report bundle to a remote directory.

  8. Specify the Event/CMDB Attribute, Operator and Value. Click + to add more, if required.
  9. Click OK.
    The report bundle will run at the time you scheduled.