Schedule Reports

This section allows you to schedule reports to be generated at the time specified by you. You can also configure the product to mail the generated reports to the administrators.

From this section, you can:

To schedule a new report

Go to the Settings tab.
Select Admin → Administration → Schedule Reports in the left pane.
Click Schedule New Reports at the top right corner of the page
Enter a Name and Description for the scheduler that you are about to create
In the Office 365 Tenant drop-down, select the tenant for which you want to generate reports.

Attribute	Description
Scheduler Name	Enter a unique name to identify this schedule
Description	Enter a description corresponding to the schedule name.
Office 365 tenant	Select the Office 365 tenant from the drop down. The Drop Down lists all configured Office 365 tenants.

Scheduler Creation

Once you have named the scheduler, entered its description and the Office 365 tenant where the schedule is to be run is defined, the actual scheduler creation needs to be done.

Select Reports	Select a report from the list of all "Available Reports" that you wish to schedule under the given "Scheduler Name". Both default and User defined Reports can be added to the "Selected Reports" by clicking on the "Add>>" link.
Schedule Report Frequency	The "Selected Reports" can be scheduled on a 'Daily', 'Weekly', 'Monthly' or 'Hourly' basis.
Schedule Report Format	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.
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 the report that you want to be generated from the drop-down box.
Select the frequency at which the scheduler will run; Daily, Weekly , Monthly or Hourly and the time.
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 blink.
Select the check-box Email this scheduled report to automatically forward the generated report to the administrators. To notify multiple administrators, separate the mail addresses by a comma (,).
To customize the mail notifications sent, click Message Settings
- Enter the subject and message for the mail.
- You can choose to send the reports as an attachment or upload the report to a local directory and mail the path to the report.
- Mark the Compress files to zip option to compress the reports before sending them.
- Mark the Don’t send empty reports option to stop sending reports that have no results to display.
- Click Save to store the configured message settings.
Click Save to enable the scheduler.

Modify an existing scheduler

To modify an existing scheduler, 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

To delete an existing scheduler, 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.