You can create a report task to generate reports on a regular schedule and distribute them as a PDF or Excel file via email.
- Configuration is displayed.
- In the Report schedules dashboard, select the appropriate partition. Keep in mind that the partition selection dropdown list only appears if more than one partition is available.
- Click Create.
- In the Name field, enter the name of the task.
- In the Report type dropdown list, 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 Monitoring.
- License: Select this report type if you want to create a scheduled task that will generate a report containing the number of virtual credentials assigned.
- 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.
- Role: Select this report type if you want to create a scheduled task responsible for generating a report providing a summary of user roles assigned to any user.
- In the Language dropdown list, select a language you want to create the report in. The available languages are English and German.
- In the File format dropdown list, select the file format of the report to be generated. PDF and Excel formats are available.
- In the All sites dropdown list, select a site for which you want to generate the report. Keep in mind that this dropdown list is displayed only if either the Monitoring, Activity inquiry or Role report types are selected.
- In the Tags dropdown list, filter the data displayed in the report by the tags you have created. Keep in mind that this dropdown list is displayed only if 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 dropdown list displayed bellow.
- Specify the time interval at which the task is to be performed. You have the following options:
- Quarterly: The task is scheduled to be performed on the first day of every third month.
- Monthly: The task is scheduled to be performed on the first day of every month.
- Weekly: The task is scheduled to be performed every week on Mondays.
- Daily: The task is scheduled to be performed every day.
- In the Scheduled run field, the date on which the task is scheduled is automatically displayed based on the time interval selected.
- Select a day on which the task is to be scheduled from the Day of month dropdown list. Keep in mind that even if a task is scheduled for the 31st of a month, but the month is shorter, the task is always performed on the last day of the month.
- Depending on the report type selected, you have the following options:
- For the Monitoring report type, specify the desired content to appear in the report file. Unmark any checkboxes to exclude specific content from the report. Otherwise, keep the default settings. All selected contents are visible in the generated report file.
- For the Role report type, specify the user roles to appear in the report file. Mark the checkboxes to exclude any assigned user roles from the report. Otherwise, keep the default settings. All user roles assigned to any user are displayed in the generated report file. By default, the Self-Service User role is excluded to prevent the report from exceeding the size limits.
- Click Preview to promptly visualize the content of the report, offering a real-time assessment of the configured settings in the form of a PDF file. This allows you to validate the functionality of the scheduled task setup and confirm the successful delivery of the report to specified email addresses. Keep in mind that the data presented in the preview is a snapshot and may not reflect the final dataset, providing users with a simulated overview of the report's content.
- The report is downloaded, and subsequently, it's automatically sent to the recipients as an email attachment.
- 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.