Generate Report

The Generate Report task is used to generate reports from previously created or pre-defined Report templates.

To create a new Server Task, click Tasks > New > Server Task or select the desired task type from the tree and click New > Server Task.

Basic

In the Basic section, type basic information about the task, such as a Name and Description (optional). Click Select tags to assign tags.
In the Task 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, Task is pre-selected based on your previous choice. Task (see the list of all Tasks) defines the settings and the behavior for the task.

You can also select from the following task trigger settings:

•Run task immediately after finish - Select this option to have the task run automatically after you click Finish.

•Configure trigger - Select this option to enable the Trigger section, where you can configure trigger settings.

To set the trigger later, leave the check boxes deselected.

Settings

Report templates - Click Add Report Template 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.

MSP users can filter the report by selecting the customer.

•Send to - 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.

•The ESET PROTECT pre-fills the subject and body of the email based on the selected report template. You can select the check box under Customize message to customize the Subject and Message:

oSubject - 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.

oMessage - Define the body of the report message.

•Send mail if report is empty - use this option if you want the report to be sent even though there is no data in it.

Click Show print options to display the following settings:

•Output format - Select the appropriate file format. You can choose from .pdf or .csv. CSV is suitable only for table data and uses ; (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.

•Output language - Select the language for the message. The default language is based on the language selected for the ESET PROTECT Web Console.

•Page size/Resolution/Paper orientation/Color format/Margin units/Margins - 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.

Trigger

The Trigger section contains information about the trigger(s) which would run a task. Each Server Task can have up to one trigger. Each trigger can run only one Server Task. If Configure trigger is not selected in the Basic 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.

Advanced Settings - Throttling

By setting Throttling, you can set advanced rules for the created trigger. Setting throttling is optional.

Summary

All configured options are displayed here. Review the settings and click Finish.

You can see the progress indicator bar, status icon and details for each created task in Tasks.

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