Configure a Report Task

A Create New Report Task dialog is displayed when running a report on a schedule.

Follow the steps below to schedule a report.

Order	Instructions
	General.
	Parameters.
	Delivery Method.
	Schedule.

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General

1. Enter the name of the task. The name must not be a duplicate of an existing task in the list.

2. (Optional) Enter a description of the report task.

3. Select the template you want to use to schedule a report.

   • If creating a task from a template, the template name will be the base template and it cannot be edited from the dialog. To change the template, you must close the dialog and select the other template.

   • If creating a task from the Report Tasks screen, you must select a template from the list.

4. Click [Next] to set the Parameters.

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Parameters

1. Select the parameters of the report. Required fields must not be empty. Refer to Report Parameters section in Parts of a Report Template.

2. Click [Next] to set the Delivery Method.

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Delivery Method

1. Enter the recipient's email address. You can enter multiple email addresses separated by a semi-colon.

2. Enter the Email Subject.

3. Enter the body of the email. The recipients will receive an email with the report. Make sure to write an email body describing the type of report attached.

4. Select how the report will be formatted. By default, PDF is selected, but you can select CSV, HTML, or Excel. Or click the [Use Default] button to use the default file format of PDF.

   Format	Description	Remarks
   PDF	Outputs the report in PDF (Adobe Portable Document Format) file format. Use Adobe Acrobat or another PDF viewer to open the report file.	When you output a report with information using conditions based on device groups or devices, PDF bookmarks are created with selected conditions (device group name, device name, etc.).
   CSV	Outputs the report in CSV (Comma Separated Value) file format.	The following character codes are used in the CSV files: Japanese: Shift-JIS Chinese (Traditional): GB18030 Other: Windows Latin 1 The first line of the table shows the titles of each item.
   Excel	Outputs the report in Excel (Microsoft Excel Spreadsheet) file format. Use Microsoft Excel 2007, 2010, 2013, 2016 or another application that supports Excel files to open the report file. The chart in the Excel file will be a static image.	When a value in a table is changed, the corresponding Excel graph is updated. The layouts of the report displayed in the system and Excel file report may be different.

5. Select the language of the report. By default, the language will be English, but you can select other languages such as:

   • Français

   • Deutsch

   • Italiano

   • Español

   • Nederlands

    

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Schedule

Checking the "Schedule Disabled" setting will create the report task but no report will be generated.

To set the schedule, make sure the Schedule Disabled option is unchecked, only then will the report schedule options be displayed.

Select a value for Frequency. Available options are:

Frequency	Description	Example
Monthly	This is the default option. If selected, a report is generated and sent to recipients every month. Select the day(s) of the month the report task will run. You can check multiple days starting from 1 to 31 and "Last day of month" which will run the task on the last day of each month. After the days are selected, enter the time to generate and send the report. The setting accepts input in 24-hour format.	Input: Days: 1 and 20 Time: 09:00 Result: The task will run on May 20, then run on June 1st and continue to run every month until the report is disabled.
Once	This will generate a report and send it to recipients based on the set Date and Time. Enter the time to generate and send the report. The setting accepts input in 24-hour format. Enter the date in MM/DD/YYYY format. You can also click on the calendar icon to select date in a calendar view.	Input: Time: 10:00 Start Date: June 3, 2023 Result: A report is generated on June 3rd at 10:00 AM, then sent to recipients. The task will run once and will remain in the Report Task list.
Daily	This will generate a report and send it to recipients daily. Enter the time to generate and send the report. The setting accepts input in 24-hour format.	Input: Time: 09:00 Result: A report is generated every 09:00 daily, then sends it to recipients.
Weekly	This will generate a report and send it to recipients weekly. Select the day(s) of the week. Available options are Monday to Sunday. After the days of the week are selected, enter the time to generate and send the report. The setting accepts inputs in 24-hour format.	Input: Days: Monday and Friday Time: 16:00 Result: A report is generated every Monday and Friday at 16:00, then sends it to recipients.
Timezone	Displays the client configured time zone.	The timezone displayed is based on the timezone configured for your customer account.

Click [OK] to create the report task. Once a scheduled report is created, you can see the task in the Report Task page. Please check Manage Report Tasks for more details.