You can create a report task to generate reports on a regular schedule and distribute them as a PDF file via email.
- Configuration 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 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.
- 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. Keep in mind that this drop-down list is displayed only if either the Monitoring or Activity inquiry report types are selected.
- 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 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 drop-down 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 drop-down 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.
- 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 if 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.