You can create a report task to generate reports on a regular schedule and distribute them as a PDF file via email.
- The Configuration module is displayed.
- In the Report schedules dashboard, click Create.
- In the Name field, enter the name of the task.
- In the Report type drop-down, select the report type. You have the following options:
- Monitoring: Select this report type if you want to create a scheduled task that will generate a report for the Monitoring module.
- Activity inquiry: Select this report type if you want to create a scheduled task that will generate a report of all activity queries performed by specific users. Keep in mind that this report type is visible only to users assigned to the AnalyticsForensic user role.
- In the Language drop-down list, select a language you want to create the report in. The available languages are English and German.
- In the All sites drop-down list, select a site for which you want to generate the report.
- In the Tags drop-down list, filter the data displayed in the report by the tags you have created. Keep in mind that this drop-down list is displayed only when the Monitoring report type is selected.
- In the Add recipient field, specify the email addresses of recipients for whom the report is to be generated. Enter an email address and press Enter. Alternatively, enter an email address and select it from the drop-down list displayed bellow.
- Specify the time interval at which the task is to be performed. You have the following options:
- Monthly: The task is scheduled to be performed on the first day of every month.
- Quarterly: The task is scheduled to be performed on the first day of every third month.
- In the Scheduled run field, the date on which the task is scheduled is automatically displayed based on the time interval selected.
- In the Content drop-down list, specify the content to be generated in the report. Keep in mind that this drop-down list is displayed only when the Monitoring report type is selected. You have the following options:
- Mark the checkboxes to select the content to be included in the report after the file is generated.
- Unmark the checkboxes to deselect content not to be included in the report after the file is generated.
- To save the report task, click Save. Otherwise, click Cancel.
- The scheduled task is created.
- An email with the report as a PDF file is automatically sent to the recipient on the due date.