hmLoadTopic({
hmKeywords:"report,report—generate",
hmTitle:"Generate Report",
hmDescription:"The Generate Report task is used to generate reports from previously created or pre-defined Report templates.",
hmPrevLink:"st_delete_not_connecting_computer.html",
hmNextLink:"st_rename_computers.html",
hmParentLink:"admin_server_tasks.html",
hmBreadCrumbs:"<a href=\"using.html\">Using ESET PROTECT On-Prem<\/a> &gt; <a href=\"working_with_era.html\">ESET PROTECT On-Prem Main Menu<\/a> &gt; <a href=\"admin_ct.html\">Tasks<\/a> &gt; <a href=\"admin_server_tasks.html\">Server Tasks<\/a>",
hmTitlePath:"Using ESET PROTECT On-Prem > ESET PROTECT On-Prem Main Menu > Tasks > Server Tasks > Generate Report",
hmHeader:"<h1 class=\"p_Heading1\"><span class=\"f_Heading1\">Generate Report<\/span><\/h1>\n\r",
hmBody:"<p class=\"p_Normal\">The <span class=\"f_UI\">Generate Report<\/span> task is used to generate reports from previously created or pre-defined <a href=\"create_a_new_report_template.html\" class=\"topiclink\">Report templates<\/a>.<\/p>\n\r<p class=\"p_Normal\">To create a new Server Task, click <span class=\"f_UI\">Tasks<\/span> &gt; <span class=\"f_UI\">Add<\/span> &gt; <img alt=\"Add\" title=\"Add\" width=\"16\" height=\"16\" style=\"margin:0;width:16px;height:16px;border:none\" src=\".\/images\/add_new_default.png\"\/><span class=\"f_UI\">Server Task<\/span> or select the desired task type from the tree and click <span class=\"f_UI\">Add<\/span> &gt; <img alt=\"Add\" title=\"Add\" width=\"16\" height=\"16\" style=\"margin:0;width:16px;height:16px;border:none\" src=\".\/images\/add_new_default.png\"\/><span class=\"f_UI\">Server Task<\/span>.<\/p>\n\r<h2 class=\"p_Heading2\" style=\"page-break-after: avoid;\"><span class=\"f_Heading2\">Basic<\/span><\/h2>\n\r<p class=\"p_Normal\">In the <span class=\"f_UI\">Basic<\/span> section, type basic information about the task, such as a <span class=\"f_UI\">Name and Description (optional)<\/span>. Click <span class=\"f_UI\">Select tags<\/span> to <a href=\"tags.html#assign_tags\" class=\"topiclink\">assign tags<\/a>.<br \/>\n\rIn the <span class=\"f_UI\">Task<\/span> drop-down menu, select the task type you want to create and configure. If you have selected a specific task type before creating a new task, <span class=\"f_UI\">Task<\/span> is pre-selected based on your previous choice. <span class=\"f_UI\">Task<\/span> (see <a href=\"admin_ct.html\" class=\"topiclink\">the list of all Tasks<\/a>) defines the settings and the behavior for the task.<\/p>\n\r<p class=\"p_Normal\">You can also select from the following task trigger settings:<\/p>\n\r<p class=\"p_NormalList\" style=\"text-indent: 0; page-break-inside: avoid; page-break-after: avoid; padding-left: 13px; margin-left: 19px;\"><span class=\"f_NormalList\" style=\"font-family: Arial,\'Lucida Sans Unicode\',\'Lucida Grande\',\'Lucida Sans\';display:inline-block;width:13px;margin-left:-13px\">&#8226;<\/span><span class=\"f_UI\">Run task immediately after finish<\/span><span class=\"f_NormalList\">—Select this option to have the task run automatically after you click Finish.<\/span><\/p>\n\r<p class=\"p_Normal\" style=\"text-indent: 0; padding-left: 32px; margin-left: 0;\"><span class=\"f_NormalList\" style=\"font-family: Arial,\'Lucida Sans Unicode\',\'Lucida Grande\',\'Lucida Sans\';display:inline-block;width:13px;margin-left:-13px\">&#8226;<\/span><span class=\"f_UI\">Configure trigger<\/span>—Select this option to enable the <a href=\"admin_st_triggers.html\" class=\"topiclink\">Trigger<\/a> section, where you can configure trigger settings.<\/p>\n\r<p class=\"p_Normal\" style=\"margin: 0 0 10px 13px;\">To set the trigger later, leave the check boxes deselected.<\/p>\n\r<h2 class=\"p_Heading2\" style=\"page-break-after: avoid;\"><span class=\"f_Heading2\">Settings<\/span><\/h2>\n\r<h3 class=\"p_Heading3\" style=\"page-break-after: avoid;\"><span class=\"f_Heading3\">Report templates<\/span><\/h3>\n\r<p class=\"p_Normal\">Click <span class=\"f_UI\">Add Report Template<\/span> to choose a report template from the list. User creating the task will be able to see and choose only from Report Templates which are available in his group. You can choose multiple report templates for one report.<\/p>\n\r<p class=\"p_Normal\"><a href=\"msp.html\" class=\"topiclink\">MSP users<\/a> can filter the report by selecting the customer.<\/p>\n\r<p class=\"p_Normal\">Select <a href=\"server_tasks_generate_report.html#sendemail\" class=\"topiclink\">Send email<\/a> or <a href=\"server_tasks_generate_report.html#savetofile\" class=\"topiclink\">Save to file<\/a> to get the generated report.<\/p>\n\r<h3 class=\"p_Heading3\" style=\"page-break-after: avoid;\"><span class=\"f_Heading3\">Report delivery<\/span><\/h3>\n\r<p class=\"p_Normal\"><a id=\"sendemail\" class=\"hmanchor\"><\/a><span class=\"f_UI\">Send email<\/span>—To send\/receive mail messages, you must configure SMTP settings under <span class=\"f_UI\">More<\/span> &gt; <a href=\"admin_server_settings.html\" class=\"topiclink\">Settings<\/a> &gt; <span class=\"f_UI\">Advanced Settings<\/span>.<\/p>\n\r<p class=\"p_NormalList\" style=\"text-indent: 0; page-break-inside: avoid; page-break-after: avoid; padding-left: 13px; margin-left: 19px;\"><span class=\"f_NormalList\" style=\"font-family: Arial,\'Lucida Sans Unicode\',\'Lucida Grande\',\'Lucida Sans\';display:inline-block;width:13px;margin-left:-13px\">&#8226;<\/span><span class=\"f_UI\">Send to<\/span><span class=\"f_NormalList\">—Type the email address(-es) of recipients for report emails. Separate multiple addresses with a comma (,). It is also possible to add CC and BCC fields; these work exactly as they do for mail clients.<\/span><\/p>\n\r<p class=\"p_Normal\" style=\"text-indent: 0; padding-left: 32px; margin-left: 0;\"><span class=\"f_NormalList\" style=\"font-family: Arial,\'Lucida Sans Unicode\',\'Lucida Grande\',\'Lucida Sans\';display:inline-block;width:13px;margin-left:-13px\">&#8226;<\/span>The ESET PROTECT On-Prem pre-fills the subject and body of the email based on the selected report template. You can select the check box under <span class=\"f_UI\">Customize message<\/span> to customize the <span class=\"f_UI\">Subject<\/span> and <span class=\"f_UI\">Message<\/span>:<\/p>\n\r<p class=\"p_NormalList\" style=\"text-indent: 0; page-break-inside: avoid; page-break-after: avoid; padding-left: 26px; margin-left: 19px;\"><span class=\"f_NormalList\" style=\"font-family: \'Courier New\';display:inline-block;width:13px;margin-left:-13px\">o<\/span><span class=\"f_UI\">Subject<\/span><span class=\"f_NormalList\">—Subject of the report message. Type a distinctive subject, so that incoming messages can be sorted. This is an optional setting, but we recommend that you do not leave it empty.<\/span><\/p>\n\r<p class=\"p_Normal\" style=\"text-indent: 0; padding-left: 45px; margin-left: 0;\"><span class=\"f_NormalList\" style=\"font-family: \'Courier New\';display:inline-block;width:13px;margin-left:-13px\">o<\/span><span class=\"f_UI\">Message<\/span>—Define the body of the report message.<\/p>\n\r<p class=\"p_Normal\" style=\"text-indent: 0; padding-left: 32px; margin-left: 0;\"><span class=\"f_NormalList\" style=\"font-family: Arial,\'Lucida Sans Unicode\',\'Lucida Grande\',\'Lucida Sans\';display:inline-block;width:13px;margin-left:-13px\">&#8226;<\/span><span class=\"f_UI\">Send mail if report is empty<\/span>—use this option if you want the report to be sent even though there is no data in it.<\/p>\n\r<p class=\"p_Normal\">Click <span class=\"f_UI\">Show print options<\/span> to display the following settings:<\/p>\n\r<p class=\"p_NormalList\" style=\"text-indent: 0; page-break-inside: avoid; page-break-after: avoid; padding-left: 13px; margin-left: 19px;\"><span class=\"f_Normal\" style=\"font-family: Arial,\'Lucida Sans Unicode\',\'Lucida Grande\',\'Lucida Sans\';display:inline-block;width:13px;margin-left:-13px\">&#8226;<\/span><span class=\"f_UI\">Output format<\/span><span class=\"f_NormalList\">—Select the appropriate file format. <\/span>You can choose from <span class=\"f_Path\">.pdf<\/span> or <span class=\"f_Path\">.csv<\/span>. CSV is suitable only for table data and uses <span class=\"f_CodeHighlighted\">;<\/span> (semicolon) as a delimiter. If you download a CSV report and see numbers in a column where you expect text, we recommend downloading a PDF report to see the text values.<\/p>\n\r<div style=\"text-align: left; text-indent: 0; page-break-inside: avoid; page-break-after: avoid; padding: 0 0 0 0; margin: 0 0 0 19px;\"><table class=\"Table_note\" >\n\r<tr class=\"Table_note\">\n\r<td class=\"Table_note\" style=\"width:4px; background-color:#3DAAE1;\"><br \/>\n\r<\/td>\n\r<td class=\"Table_note\" style=\"width:20px;\"><p class=\"p_Normal\"><img alt=\"Note\" title=\"Note\" width=\"20\" height=\"20\" style=\"margin:2px 0 0 0;width:20px;height:20px;border:none\" src=\".\/images\/note.svg\"\/><\/p>\n\r<\/td>\n\r<td class=\"Table_note\"><p class=\"p_Normal\">Selecting CSV results in the date and time values in your report to be stored in the UTC format. When you select PDF, the report will use the local server time.<\/p>\n\r<\/td>\n\r<\/tr>\n\r<\/table>\n\r<\/div>\n\r<p class=\"p_NormalList\" style=\"text-indent: 0; page-break-inside: avoid; page-break-after: avoid; padding-left: 13px; margin-left: 19px;\"><span class=\"f_Normal\" style=\"font-family: Arial,\'Lucida Sans Unicode\',\'Lucida Grande\',\'Lucida Sans\';display:inline-block;width:13px;margin-left:-13px\">&#8226;<\/span><span class=\"f_UI\">Output language<\/span><span class=\"f_NormalList\">—Select the language for the message. The default language is based on the language selected for the ESET PROTECT Web Console.<\/span><\/p>\n\r<p class=\"p_Normal\" style=\"text-indent: 0; padding-left: 32px; margin-left: 0;\"><span class=\"f_Normal\" style=\"font-family: Arial,\'Lucida Sans Unicode\',\'Lucida Grande\',\'Lucida Sans\';display:inline-block;width:13px;margin-left:-13px\">&#8226;<\/span><span class=\"f_UI\">Page size\/Resolution\/Paper orientation\/Color format\/Margin units\/Margins<\/span>—Select the appropriate options based on your print preferences. These options are relevant if you want to print the report and only apply to the PDF format, not the CSV format.<\/p>\n\r<p class=\"p_UI\"><a id=\"savetofile\" class=\"hmanchor\"><\/a><span class=\"f_UI\">Save to file<\/span><\/p>\n\r<p class=\"p_NormalList\" style=\"text-indent: 0; page-break-inside: avoid; page-break-after: avoid; padding-left: 13px; margin-left: 19px;\"><span class=\"f_NormalList\" style=\"font-family: Arial,\'Lucida Sans Unicode\',\'Lucida Grande\',\'Lucida Sans\';display:inline-block;width:13px;margin-left:-13px\">&#8226;<\/span><span class=\"f_UI\">Relative file path<\/span><span class=\"f_NormalList\">—The report will be generated in a specific directory, for example:<\/span><\/p>\n\r<p class=\"p_NormalList\" style=\"text-indent: 0; page-break-inside: avoid; page-break-after: avoid; padding-left: 26px; margin-left: 19px;\"><span class=\"f_Path\" style=\"font-family: \'Courier New\';display:inline-block;width:13px;margin-left:-13px\">o<\/span><span class=\"f_NormalList\">For Windows, reports are typically placed in <\/span><span class=\"f_Path\">C:\\ProgramData\\ESET\\RemoteAdministrator\\Server\\EraServerApplicationData\\Data\\GeneratedReports\\<\/span><\/p>\n\r<p class=\"p_Normal\" style=\"text-indent: 0; padding-left: 45px; margin-left: 0;\"><span class=\"f_Path\" style=\"font-family: \'Courier New\';display:inline-block;width:13px;margin-left:-13px\">o<\/span>For Linux, reports are typically placed in \/var\/opt\/eset\/RemoteAdministrator\/Server\/GeneratedReports\/<\/p>\n\r<div style=\"text-align: left; text-indent: 0; page-break-inside: avoid; page-break-after: avoid; padding: 0 0 0 0; margin: 0 0 0 19px;\"><table class=\"Table_important\" >\n\r<tr class=\"Table_important\">\n\r<td class=\"Table_important\" style=\"width:4px; background-color:#E9A514;\"><br \/>\n\r<\/td>\n\r<td class=\"Table_important\" style=\"width:20px;\"><p class=\"p_Normal\"><img alt=\"Important\" title=\"Important\" width=\"20\" height=\"20\" style=\"margin:2px 0 0 0;width:20px;height:20px;border:none\" src=\".\/images\/important.svg\"\/><\/p>\n\r<\/td>\n\r<td class=\"Table_important\"><p class=\"p_Normal\">On Windows, some special characters (<span class=\"f_CodeHighlighted\">: ? \\<\/span>) will not be interpreted correctly in the stored filename.<\/p>\n\r<\/td>\n\r<\/tr>\n\r<\/table>\n\r<\/div>\n\r<p class=\"p_NormalList\" style=\"text-indent: 0; page-break-inside: avoid; page-break-after: avoid; padding-left: 13px; margin-left: 19px;\"><span class=\"f_NormalList\" style=\"font-family: Arial,\'Lucida Sans Unicode\',\'Lucida Grande\',\'Lucida Sans\';display:inline-block;width:13px;margin-left:-13px\">&#8226;<\/span><span class=\"f_UI\">Save file if report is empty<\/span><span class=\"f_NormalList\">—use this option if you want the report to be saved even though there is no data in it.<\/span><\/p>\n\r<p class=\"p_NormalList\" style=\"page-break-inside: avoid; page-break-after: avoid;\"><span class=\"f_NormalList\">&nbsp;<\/span><\/p>\n\r<p class=\"p_Normal\">Click <span class=\"f_UI\">Show print options<\/span> to display the following settings:<\/p>\n\r<p class=\"p_NormalList\" style=\"text-indent: 0; page-break-inside: avoid; page-break-after: avoid; padding-left: 13px; margin-left: 19px;\"><span class=\"f_Normal\" style=\"font-family: Arial,\'Lucida Sans Unicode\',\'Lucida Grande\',\'Lucida Sans\';display:inline-block;width:13px;margin-left:-13px\">&#8226;<\/span><span class=\"f_UI\">Output format<\/span><span class=\"f_NormalList\">—Select the appropriate file format. <\/span>You can choose from <span class=\"f_Path\">.pdf<\/span> or <span class=\"f_Path\">.csv<\/span>. CSV is suitable only for table data and uses <span class=\"f_CodeHighlighted\">;<\/span> (semicolon) as a delimiter. If you download a CSV report and see numbers in a column where you expect text, we recommend downloading a PDF report to see the text values.<\/p>\n\r<div style=\"text-align: left; text-indent: 0; page-break-inside: avoid; page-break-after: avoid; padding: 0 0 0 0; margin: 0 0 0 19px;\"><table class=\"Table_note\" >\n\r<tr class=\"Table_note\">\n\r<td class=\"Table_note\" style=\"width:4px; background-color:#3DAAE1;\"><br \/>\n\r<\/td>\n\r<td class=\"Table_note\" style=\"width:20px;\"><p class=\"p_Normal\"><img alt=\"Note\" title=\"Note\" width=\"20\" height=\"20\" style=\"margin:2px 0 0 0;width:20px;height:20px;border:none\" src=\".\/images\/note.svg\"\/><\/p>\n\r<\/td>\n\r<td class=\"Table_note\"><p class=\"p_Normal\">Selecting CSV results in the date and time values in your report to be stored in the UTC format. When you select PDF, the report will use the local server time.<\/p>\n\r<\/td>\n\r<\/tr>\n\r<\/table>\n\r<\/div>\n\r<p class=\"p_NormalList\" style=\"text-indent: 0; page-break-inside: avoid; page-break-after: avoid; padding-left: 13px; margin-left: 19px;\"><span class=\"f_Normal\" style=\"font-family: Arial,\'Lucida Sans Unicode\',\'Lucida Grande\',\'Lucida Sans\';display:inline-block;width:13px;margin-left:-13px\">&#8226;<\/span><span class=\"f_UI\">Output language<\/span><span class=\"f_NormalList\">—Select the language for the message. The default language is based on the language selected for the ESET PROTECT Web Console.<\/span><\/p>\n\r<p class=\"p_Normal\" style=\"text-indent: 0; padding-left: 32px; margin-left: 0;\"><span class=\"f_Normal\" style=\"font-family: Arial,\'Lucida Sans Unicode\',\'Lucida Grande\',\'Lucida Sans\';display:inline-block;width:13px;margin-left:-13px\">&#8226;<\/span><span class=\"f_UI\">Page size\/Resolution\/Paper orientation\/Color format\/Margin units\/Margins<\/span>—Select the appropriate options based on your print preferences. These options are relevant if you want to print the report and only apply to the PDF format, not the CSV format.<\/p>\n\r<h2 class=\"p_Heading2\" style=\"page-break-after: avoid;\"><span class=\"f_Heading2\">Trigger<\/span><\/h2>\n\r<p class=\"p_Normal\">The <span class=\"f_UI\"><a href=\"admin_st_triggers.html\" class=\"topiclink\">Trigger<\/a><\/span> section contains information about the trigger(s) which would run a task. Each <span class=\"f_UI\">Server Task<\/span> can have up to one trigger. Each trigger can run only one <span class=\"f_UI\">Server Task<\/span>. If <span class=\"f_UI\">Configure trigger<\/span> is not selected in the <span class=\"f_UI\">Basic<\/span> section, a trigger is not created. A task can be created without trigger. Such a task can be run afterward manually or a trigger can be added later.<\/p>\n\r<h2 class=\"p_Heading2\" style=\"page-break-after: avoid;\"><span class=\"f_Heading2\">Advanced Settings—Throttling<\/span><\/h2>\n\r<p class=\"p_Normal\">By setting <a href=\"admin_st_throttling.html\" class=\"topiclink\">Throttling<\/a>, you can set advanced rules for the created trigger. Setting throttling is optional.<\/p>\n\r<h2 class=\"p_Heading2\" style=\"page-break-after: avoid;\"><span class=\"f_Heading2\">Summary<\/span><\/h2>\n\r<p class=\"p_Normal\">All configured options are displayed here. Review the settings and click <span class=\"f_UI\">Finish<\/span>.<\/p>\n\r<p class=\"p_Normal\">You can see the <a href=\"admin_ct_executions_progress.html\" class=\"topiclink\">progress indicator bar<\/a>, <a href=\"admin_ct_executions_status_icon.html\" class=\"topiclink\">status icon<\/a> and <a href=\"admin_ct_executions_drill_down.html\" class=\"topiclink\">details<\/a> for each created task in <span class=\"f_UI\">Tasks<\/span>.<\/p>\n\r"
})
