Generating reports automatically

book

Article ID: 179057

calendar_today

Updated On:

Products

Messaging Gateway

Issue/Introduction

 

Resolution

You can schedule a favorite report to run automatically at specified intervals. Scheduled reports cannot be automatically saved to the host computer. They must be emailed to at least one recipient. Recipients of the email report can manually save the report on their local computer.

See Saving generated reports.

See Printing generated reports.

You can check the status of your scheduled task from the Status > Scheduled Tasks page.

See About scheduled tasks.

You must have full administration rights or rights to view or modify reports to create automatically generated reports.

To generate reports automatically

  1. In the Control Center, click Reports > View > Favorite Reports.

  2. Check the box beside the report that you want to schedule and click View Schedule.

  3. On the Schedule tab under Report Schedule, in the Generate report at drop-down lists, set the time of day to generate the report.

  4. Specify when you want the report to be generated as follows:

    Daily

    Click Daily and specify whether you want the report every day or only weekdays.

    Weekly

    Click Weekly and check the boxes for the days of the week that you want to generate the report.

    You can select multiple days.

    Monthly

    Click Monthly and specify whether you want the report to be created on the same day of each month or the last day of every month.

    If you specify 29, 30, or 31 in the Day of every month box, and a month does not have one of those days, the report is not sent. Instead, click Last day of every month to avoid this problem.

  5. Click the Export tab.

  6. Under Report Format, select one of the following to specify the format:

    • HTML

    • PDF

    • CSV (this file format is not available for the Executive Summary report)

      In the CSV Delimiter drop-down list, select a delimiter.

      In the File Encoding drop-down list, select an encoding for the CSV file.

  7. Under Report Sender and Destination Addresses, in the Send from the following email address box, type the email address.

    For example, [email protected]

    Separate multiple email addresses with a space, comma, or semi-colon.

  8. In the Send to the following email addresses box, type at least one email address.

    For example, [email protected]

    Separate multiple email addresses with a space, comma, or semi-colon.

  9. In the Character Set drop-down list, select a character set appropriate for the recipient of the email message.

  10. Click Save.