Schedule Reports

Once a report is created, schedules can be set up in FileAudit Plus to run the selected reports automatically at specified time intervals. FileAudit Plus can also be configured to automatically email the report once it runs at desired time intervals.

The reports scheduled to run are generated and stored at a user defined storage path. These reports and can be e-mailed as a compressed zip file, a link or as an attachment in any of the listed formats - pdf, xls, csv or html.

To Schedule a New Report

Click on the "Admin" Tab > "Schedule Reports" under Administration > "Schedule New Reports"
Enter the "Schedule Name" and the "Description" for the schedule in the respective Text boxes.
Select the "Domain" from the Drop Down.

Attribute	Description
Schedule Name	Enter a unique name to identify this schedule
Description	Enter a description corresponding to the schedule name.
Domain Name	Select the Domain from the drop down. The Drop Down lists all configured Domain names.

Scheduler Creation

Once the schedule name, its description and the domain where the schedule is to be run is defined, the actual schedule creation needs to be done. The Scheduler Creation section of FileAudit Plus discusses about.

Select Reports	Select one or more "Available Reports" to be scheduled under the given "Schedule Name". Both default and User defined Reports can be added to the "Selected Reports" by selecting the servers / shares and clicking on the "Add>>" link.
Report Frequency and Storage	The "Selected Reports" can be scheduled on a 'Hourly', 'Daily', 'Weekly' or 'Monthly' basis. The report is scheduled to run once for the frequency selected.
Schedule Report Format	The Scheduled Reports can be stored in 'pdf', 'xls', 'html', or 'csv' formats. They are stored at the "File Storage Path" entered by clicking on the "File Storage Path" link.
Email Notification	The scheduled report can be e-mailed to any email-id entered in the "specify email address" box on providing a check against "Email this scheduled report".

Select Reports

FileAudit Plus allows you to select one or more reports to be run at scheduled times. The selection of all reports that are to be scheduled is done here. Both user defined and default reports can be selected from the list of available reports by clicking on the "Add" link against the respective reports.

On clicking the "Add" link, the reports under the "Available Reports" column are selected and moved to the "Selected Reports" column.

On clicking the "Remove" link, the reports selected and listed under the "Selected Reports" column are unselected and moved to the "Available Reports" column.

Report Frequency and Storage

Different schedules require different frequencies to be selected and this is facilitated here. FileAudit Plus allows to select the below frequencies.

The schedule can be selected for hourly, daily, weekly or monthly by selecting the respective radio buttons.

Frequency	Description
Hourly	If you want to schedule this report to run every hour, enter the time after which this report has to run every one hour.
Daily	If you want to schedule this report to run every day, enter the time at which this report has to run every day. With data being fetched 24 hours from time of schedule (or) The previous day (0:00 hours to 23:59 hours)
Weekly	If you want to schedule this report to run every week, enter the date and time at which this report has to run every week. With data being fetched 7 days from day of schedule (or) The previous week (Monday to Sunday).
Monthly	If you want to schedule this report to run every month, enter the day and time at which this report has to run every month. With data being fetched 30 days from day of schedule (or) The previous month (Day 1 to Day 30).

Provided below are the steps to schedule an hourly report

"Selected Reports" or the "Schedule" will be scheduled to run once every hour.

To set the frequency of the schedule to "Hourly".

Select the "Hourly" Radio option under "Report Frequency and Storage"
Enter the Starting time for the Schedule. This schedule will be run on a Hourly basis from the start time selected.

Last 60 minutes - This depends on the start time selected. The data will be fetched exactly 1 hour (60 minutes) from the time selected as start time.
Previous Hour - When a user selects the "Previous Hour" option from the drop down. The data will be fetched once every time the clock ticks a valid hour. Eg. (9:00 O' Clock, 10:00 O' clock etc.,)

Schedule Report Format

The Scheduled Reports can be stored in 'pdf', 'xls', 'html', or 'csv' formats by selecting the format of choice from the drop down.

They are stored at the "File Storage Path" entered by clicking on the "File Storage Path" link.

The default "File Storage Path" is ' %Product Home Folder%\FAP\scheduled reports\ '. The user can change the storage path for the scheduled reports to any desired location.
The "File Server Path" is ' \\file-server\share-folder\ '
Outside the product it is 'D:\FileAudit Plus\scheduled-reports\ '

If you modify the default "File storage path", scheduled reports cannot be viewed through the web console.

Email Notification

The scheduled report can be sent to any email-id entered in the text box "specify email address" on providing a check against "Email this scheduled report".

Email Notification requires

Message Settings

The "Message Settings" needs to be configured to define the text message and the format (link or attachment) in which the scheduled report will be delivered to a users email id.

To configure the "Message Settings"

Click on the "Message Settings" link under Email Notification
Select the options of your choice from the pop-up menu that is displayed.
Enter the Mail content Entering the " Subject" and "Message" in their respective boxes provided.
Click on OK.

Options selected to email or publish a scheduled report

Email Reports as an attachment	Reports are emailed as an attachment. The format of choice is selected under "Schedule Report Format" and could be any of the slected formats pdf, csv, html or xls.
Email Reports as a Zip File	The selected reports are compressed to a zip format and emailed.
Publish the report and email the link alone	Selecting this option the reports are published and the published link alone is emailed to users.

Emailing a Scheduled Report

To notify a scheduled report by email:

Provide a check against "Email this scheduled report" under Email Notification section.
Specify email address in the Text box that is displayed.
Click on save.

This will email the scheduled report in the desired format (selected under "message settings") to all entered email addresses.