# Scheduling Reports

OpManager provides the ability to schedule reports, allowing users to automate the generation and delivery of important network monitoring data. Users can schedule both newly created reports and previously generated reports, ensuring timely access to critical insights without manual intervention.

Scheduled reports can be delivered via email in either **PDF** or **Excel** format. Users can choose whether to send the report as an attachment or provide a URL link to a published report. The scheduling frequency can be set to **Daily**, **Weekly**, or **Monthly**, depending on the reporting requirements. These reports can range from simple reports, such as *Device Availability*, to highly customized reports tailored to specific monitoring needs.

Before sending a scheduled report, users can preview it through the **View Generated Reports** option. Additionally, they can personalize the email subject and body, adding relevant parameters or information as needed. OpManager also provides the flexibility to enable or disable scheduled reports based on user preferences.

To successfully receive scheduled reports via email, users must configure the **Mail Server** settings within OpManager. A **test mail** option is available to verify the proper configuration and functionality of the mail server before scheduling reports. This ensures a seamless and reliable delivery process for all scheduled reports.

- [Schedule new report](https://www.manageengine.com/network-monitoring/help/schedule-reports.html#schedule_new_report)
- [Schedule generated report](https://www.manageengine.com/network-monitoring/help/schedule-reports.html#schedule_generate_report)
- [View the scheduled report](https://www.manageengine.com/network-monitoring/help/schedule-reports.html#schedule_view_report)
- [Configure business hour rules](https://www.manageengine.com/network-monitoring/help/schedule-reports.html#bus-rules)
- [Disable or enable scheduled report in bulk](https://www.manageengine.com/network-monitoring/help/schedule-reports.html#en-dis)
- [E-mail default reports in OpManager](https://www.manageengine.com/network-monitoring/help/schedule-reports.html#mail)

## Schedule new report

1. Go to **Reports → Schedule Reports**.
2. In the Scheduler Reports Page, click the **Add Schedule** button on the top right.
3. Configure the following details:
   - **Schedule Name**: Configure a name for the schedule.
   - **Choose Report Type**: All the available report types can be scheduled (select either one and follow the instructions given below followed by **Configuring the Time Settings**).

![Schedule reports in OpManager: Schedule reports](https://www.manageengine.com/network-monitoring/help/images/Schedule-report-OpManager.PNG)

### Scheduling Device Availability reports

- If you have chosen to schedule reports for **Device availability reports**, configure the following: Select either a category of devices, or the required business view, or select specific devices manually for generating the availability reports.
- Select the **Period** and **Time Window** for which you want to generate the reports.
- Select the days for which you want to exclude data in report using **Exclude Days** option.

### Scheduling Top N Reports / All Devices reports

- If you have selected to schedule the Top N Reports, configure the following details:
  - **Top N Reports**: Select from Top 10/25/50/100/1000 reports.
  - **Period and Time Window**: Choose the Period and Time Window for which you want the report scheduled. In time period, select the days for which you want to exclude data in the report using Exclude Days option.
  - **Select Report(s)**: Select the required resource reports to be scheduled.
  - **Generate Availability Report to all devices in this Business View**: Select the relevant check-box and the business view to generate reports specific to the devices in that business view.

4. Click **Next**.
5. **Configuring the Schedule for generating reports:**

   - **Daily**: Select the time at which the reports must be generated every day.
   - **Weekly**: Select the time and also the days on which the reports must be generated.
   - **Monthly**: Select the time, day, and the months for which the reports must be generated.
   - **Report Format Type**: Select either PDF or XLS to receive the report in the respective formats.
   - **Report Delivery**: Select any one of the following options:
     - **Send report as attachment to**: Configure the email IDs to which the reports are to be sent as attachments.
     - **Publish the report and send URL alone to**: Configure the URL where the reports can be published.
     - Add **Mail Subject** and **Mail Message**.

6. Verify the details of the configured schedule and hit **Add Schedule** for the schedule to take effect.

![Schedule reports in OpManager: Add schedule reports](https://www.manageengine.com/network-monitoring/help/images/Add-Schedule-Reports-OpManager.PNG)

## Schedule generated report

1. In the report page that is generated, click **Schedule This** icon to schedule the report.

![Schedule reports in OpManager: Schedule generated report](https://www.manageengine.com/network-monitoring/help/images/schedule-generated-reports-1.png)

2. Enter the **Schedule Name**.
3. Enter the **Email ID** to which the report has to be delivered.
4. Select the **Category** followed by **Business View**.
5. Select the **Period** and **Time Window**. In time period, you can select the days for which you want to exclude data in the report using **Exclude Days** option.
6. Select the **Report Format** (PDF or XLS).
7. Select the **Report Delivery Type** (Attachment or URL).
8. Configure the report generation as Daily, Weekly, or Monthly.
9. Add the required **Mail Subject** and **Mail Message**.

![Schedule reports in OpManager: Mail message and mail subject](https://www.manageengine.com/network-monitoring/help/images/schedule-generated-reports-2.png)

10. Click **Save** to create a schedule for the generated report.

## View the Scheduled Report

1. Go to **Reports → Schedule reports**.
2. Click against the **View** icon on the required report that you wish to see.
3. The list of generated reports for the selected report will appear.

![Schedule reports in OpManager: view scheduled reports](https://www.manageengine.com/network-monitoring/help/images/schedule-reports-2.png)

From OpManager versions **126262**, a user will be able to view only the scheduled reports that come under the scope of the assigned User Role.

## Configure Business Hour Rules

You can configure the Business Hour Rule in OpManager to filter out and view only the reports generated within the business hours of your organization.

- Navigate to **Reports → Report Settings → Business Hour Rules**.
- Click on **Add Rule**.
- Provide a Name and Description.
- Select the time duration from the drop-down for each day.
- Click on **Save**.

![Schedule reports in OpManager: Business hour rules configuration](https://www.manageengine.com/network-monitoring/help/images/Business-hour-rules-OpManager.PNG)

## Disable or enable scheduled report in bulk

- Navigate to **Reports → OpManager → Scheduled Reports**.
- Select the reports that you want to enable/disable by checking the box left adjacent to the Name of the report.
- Click on *Enable/Disable* available on the top to update the list.
- Once updated, a banner message will appear on top as "Values updated successfully".

## E-mail default reports in OpManager

- Navigate to **Reports → OpManager**.
- Select the particular report from a report category (for example: Availability and Response → Web Servers Availability).
- Click on *More Actions* on the top right corner.
- Click on *Email this Report*.
- Enter the *From* and *To* mail IDs along with the *Subject* and *Message*.
- Click *Send*.

![Schedule reports in OpManager: Email default reports](https://www.manageengine.com/network-monitoring/help/images/Emailing-reports-2.PNG)

To know more about the Available Filters in various reports of OpManager, [Click here](https://www.manageengine.com/network-monitoring/help/filters-by-reports.html).