Schedule Report
M365 Manager Plus allows you to schedule general reports, audit profiles, alert profiles, and monitoring profiles.
This section shows you how to:
Note: Before proceeding to create, modify, or delete a scheduler please go to the Reports/Audit/Alert/Monitoring tab, based on the scheduler you need to work on. For example, go to the Reports tab to create/modify/delete a general report scheduler, go to the Audit tab to create/modify/delete an audit profile scheduler, and so on.
To create a scheduler
- Select the Schedule Reports option (in the Reports tab) or the Schedule Profiles option (in the Monitoring, Audit and Alert tabs) found at the top right corner.
- Click Create Schedule at the top right corner of the page
- Enter a Name and Description for the scheduler that you are about to create
- In the Microsoft 365 Tenant drop-down, select the tenant for which you want to generate reports.
| Attribute |
Description |
| Schedule Report Frequency |
Scheduled to Run |
| Schedule Report Format |
Export As |
| Email Notification |
Notification Settings |
|
| Select Reports |
Select a report from the list of all Available Reports that you wish to schedule under the given Scheduler Name. |
| Scheduled to Run |
The Selected Reports can be scheduled on a Daily, Weekly, or Monthly basis. Using the custom option you can define your own custom frequency at which the scheduler must be run. |
| Export As |
The Scheduled Reports can be stored in PDF, XLS, HTML, or CSV formats. They are stored at the File Storage Path, which can be modified by clicking on the File Storage Path link. When the storage path is changed, you can opt to move all the previously scheduled reports to the new location. |
| Notification Settings |
The scheduled report can be e-mailed by selecting either Notify all reports or Notify each report individually and then selecting a Notification Template for the same. |
- Select the report that you want to be generated from the available list of reports.
- Select the frequency at which the scheduler should be run.
- Select the format in which the reports are to be stored. The different options that are available are PDF, CSV, XLS and HTML. You can also define the location where the reports will be stored by clicking on the Storage Path link.
- Select the notification template checkbox to include your own custom message with the email notification.
- Mark the Don’t send empty reports option to stop sending reports that have no results to display.
- Use the Notification Template dropdown to have either all the scheduled reports e-mailed together or each report mailed individually.
- Click on Save.
Modify an existing scheduler
- Select the Schedule Report option found at the top right corner.
- Click the
icon located in the action column of the scheduler that you wish to edit.
- Modify the fields that you wish to change and click Save.
Delete an existing scheduler
- Select the Schedule Report option found at the top right corner.
- Click the
icon located in the action column of the scheduler that you wish to delete.
- In the pop-up that appears, click Yes to delete the scheduler.
Copy an existing scheduler
- Select the Schedule Reports option found at the top right corner.
- Click the Copy Schedule icon located in the action column of the scheduler that you wish to delete.
- In the pop-up that appears, modify the name of the scheduler, if required, and click Copy to copy the scheduler.
Share an existing scheduler
- Select the Schedule Reports option found at the top right corner.
- Click the Share Scheduler icon located in the action column of the scheduler that you wish to delete.
- In the pop-up that appears, select a Share Option.
- You can choose to share the scheduler with Specific Technicians, Everyone or Nobody.
- Click Share to share the scheduler.
