Schedule a report

There are several ways to schedule a report generation:

Navigate to Tasks > New > add_new_defaultServer Task to create a new Generate Report task.

Navigate to Reports, select a report template from which you want to generate a report, click the gear icon on the template tile and select Schedule. You can use and edit a pre-defined report template, or create a new report template.

Click Schedule in the context menu of a report template in a dashboard.

Navigate to Reports > Scheduled Reports tab > click Schedule.

note

Note

When scheduling a report, you have multiple options, as described in the Generate Report task:

Choose multiple report templates for one report.

Set report delivery in an email and/or save it to a file.

Optionally set the trigger and throttling parameters.

After the report is scheduled, click Finish. The task is created and will run on the interval defined in the trigger (either one time, or repeatedly) and based on the throttling settings (optional).

Scheduled Reports tab

You can review your scheduled reports in Reports > Scheduled Reports. Other actions available in this tab are shown below:

Schedule

Create a new schedule for an existing report.

details_default Show Details

View detailed information about the selected schedule.

audit_log Audit Log

View the Audit Log for the selected item.

icon_tags Tags

Edit tags (assign, unassign, create, delete).

play_default Run now

Execute the scheduled report now.

edit_default Edit

Edit the schedule of the report. You can add or de-select report templates, modify schedule settings, or edit the throttling and delivery settings of the report.

duplicate_default Duplicate

Create a duplicate schedule in your home group.

delete_default Delete

Delete the schedule. The report template will stay.

move_default Access Group > move_default Move

Move the schedule to a different access group.

Filters and layout customization

You can customize the current Web Console screen view:

Manage the side panel and main table.

Add filters and filter presets. You can use tags for filtering the displayed items.