Scheduling reports

    Scheduling reports

    With the Schedule Reports feature in ADManager Plus, administrators can automate report generation. Reports can be scheduled to be generated at a defined time and emailed to various stakeholders in desired formats.

    To schedule a report:

    1. Log in to ADManager Plus and navigate to the Reports tab.
    2. Click Schedule Reports at the top right corner of the page.
    3. Click the + Create Schedule option at the top right corner to create a new schedule.

      Scheduling reports

      Note: An alert message will be displayed if a mail server is not configured. Specify the desired server in the Email Server settings to proceed.
    4. Enter a suitable name and description in the Schedule Name and Description fields.
    5. Select the desired domain from the Select Domain drop-down list. Click Add OUs to specify the OUs for which you wish to generate the report.
    6. In the Select Reports section, select the report that you would like to generate and click the edit icon next to the report to customize the columns, refine results, and configure the file name.
    7. In the Schedule Frequency section, specify the execution time for this schedule.
    8. In the Select Format Select Format section, specify the format in which the reports have to be emailed and the location where you would like to store them.
    9. In the Email Address to Send Reports field, specify the users to whom you would like to send the generated reports.
    10. Hit the Save button to save this new schedule. If you wish to save this schedule and run it once immediately, hit the Save & Run button.
    Note: Refer the Extended Report Scheduler tab to learn how to schedule custom reports in ADManager Plus.

    Select Reports

    The Select Reports section is where you can select the type of report that you would like to schedule. Follow these steps to select and customize a report in this section:

    1. Select the report type in the first column and select the desired report from the Available Reports list.
    2. Click the edit icon next to the report. In the window that opens:
      • Select Columns: Select the desired columns in the Available Columns section. To define the column display order, select a column and use the Up and Down button to arrange it. You can also sort a column using the up and down arrows.
      • Refine Result: Add a condition based on which you'd like to refine the report's results.
      • Export settings: Provide a filename for the report using macros in the Exported file name field. Check the Include Logo and Include Serial Number option to include ADManager Plus' logo and serial number in the exported report.
    3. Scheduling reports

    Schedule Frequency

    You can set the time at which the scheduled reports have to be generated as per your requirements. With this option, you can have the reports generated repeatedly at the desired times. The following are the options available for specifying the execution time for scheduled reports:

    1. Hourly: This option generates the selected report once every "n" hours from the time the schedule is created.
    2. Daily: This option generates the report once every day at the specified time.
    3. Weekly: This option generates the selected report once a week, on the specified day, at the specified time.
    4. Monthly: This option generates the scheduled report once every month, on the specified day, at the specified time.
    5. Custom: You can create a customized execution time and frequency for the scheduled report using this option. Select Custom from the list and specify the following:
      • Starting Date: Specify the day from which this schedule is to be executed.
      • At: Set the time at which the scheduled report is to be generated.
      • Frequency: Specify whether the schedule will be repeated or run only once. The repeat frequency can be in minutes, days, weeks, months, or years.

    Schedule Report Format

    Follow these steps in the Select Format section to select the desired format and specify the storage location for the generated report:

    1. Select the format in which you would like to have the report mailed to you from the Select Format drop-down list. The reports can be exported in PDF, HTML, XLSX, CSV, and CSVDE formats.
    2. Click the Storage Path button to specify the location where you would like to store the report.
    3. Enable the Overwrite existing exported files checkbox if you would like to replace an existing report with a new report, i.e. every time a new report having the same name is generated.
    4. Enable the Don't create extra folders option if you would like to store the report in the storage path specified above without creating extra folders. The report will then be stored in this format: ReportName_SchedulerName_Date_Time.FileType
    Note: When the Don't create extra folders option is enabled along with the Overwrite existing exported folders option, the report will be stored in the following format:
    ReportName_SchedulerName.FileType

    Email Address To Send Reports

    The email addresses of the desired recipients can be mentioned in this option. You can enter multiple email addresses, separated by commas. To send reports as attachments and to customize the email content click the Advanced Email Settings option and configure the following:

    1. Enter the desired email subject and content in the Subject and Message fields, respectively.
    2. Check the Notify Only If Data Is Available option to send notification only when the generated report has data in it.
    3. Attachment: You can choose to send the reports as attachments, links, or mail content under this section.
      • Attachment Type: Select this option to send the report as attachment via email. Choose the Send as file(s) option to send the report as an individual file in the specified format or the Send as zipped file option to send the report as a compressed ZIP file.
      • Send as a link: Select this option if you wish to send the generated report as a link via email.
      • Send report(s) as mail content: Select this option to send the report as part of the email content.
    4. Click Ok to save the configurations.
    Note: You can use the Send Test Mail option to send a test email and confirm if the recipient email address is a valid one.

    Enabling/Disabling a Schedule

    At times, you would require to temporarily stop the generation of a scheduled report and would like to resume it again at some other point of time.

    To disable a schedule

    1. Click the Reports Tab
    2. Click the Schedule Report link to open the Schedule Reports page
    3. You will find a list of Scheduled reports on this page.
    4. Click on the Enable icon in the Action tab column, appropriate to the Scheduled Report you want to disable.
    5. The Enable icon will be replaced by the Disable icon.

    To enable a schedule

    1. Click on the Disable icon in the Action tab column, appropriate to the Scheduled Report you want to enable.
    2. The Disable icon will be replaced by the Enable icon.

    Deleting a Schedule

    When a Schedule is no longer useful, you can delete it from the Schedule Reports list.

    To delete a schedule

    1. Click the Reports Tab
    2. Click the Schedule Report link to open the Schedule Reports page
    3. You will find a list of Scheduled reports on this page.
    4. Click on the Delete icon in the Action tab column, appropriate to the Scheduled Report you want to delete.
    5. The deleted Schedule will no longer be listed.

    Edit a Schedule

    You can make changes to the existing schedule as may be required using the Edit option.

    Follow the steps to edit a schedule:

    1. Click the Reports Tab
    2. Click the Schedule Report link to open the Schedule Reports page
    3. You will find a list of Scheduled reports on this page
    4. Click on the Edit icon in the Action tab column, appropriate to the Scheduled Report you want update.
    5. You can make the changes in the Schedule Reports page.
    6. Click on the UPDATE button to save the changes.
    7. Click on the Scheduled List link to see the updated schedule in the list.

    Copy a Schedule

    You can copy any existing schedule and create a new one using its settings.

    Follow these steps to copy a schedule:

    1. Click the Reports Tab
    2. Click the Schedule Reports link to open the Schedule Reports page
    3. Click Scheduled List to see the list of available schedules
    4. Click the Copy icon in the Action column of the schedule that you want to copy
    5. Provide a name to the new schedule and click Save
    6. You can now edit the new schedule using the Edit icon, as per requirement

    Share a Schedule

    This option allows the administrator or the help desk technician who creates a schedule to share it with fellow help desk technicians. The technician with whom a schedule is shared will have permissions to view, copy, and execute the schedule.

    Follow these steps to share a schedule:

    1. Click the Reports Tab
    2. Click the Schedule Report link to open the report scheduling page. You will be able to see list of report schedules that have been created.
    3. From the list of schedules, identify the one that you wish to share. Point the mouse over that schedule, and click the share icon that is displayed beside the schedule name.
    4. In the share scheduler window that opens up, click the 'choose' link and select the desired technicians.

      If you wish to share this schedule with all the technicians, select the 'share with all technicians' option.

      Note: The technicians with whom the schedule is shared will have the permission to only view, copy, and execute the schedule. They will not be able to edit it.
    5. Click Share.

    Extended Report Scheduler

    The extended scheduler feature allows you to schedule custom reports as well as some important Office365 reports and Active Directory reports. You can find the list of reports supported here.

    These steps will guide you through the process of scheduling a custom report.

    Scheduling a custom report:

    1. Click on the reports tab.
    2. From the list of reports on the left side of the screen, choose Custom reports.
    3. Click Schedule reports button on the top right part of the window, under which you can find these three tabs :
      • Schedule list- lists the available schedules, and they can be viewed, modified, or deleted from here.
      • Scheduler history - has various details about the schedules executed, like execution status, schedule start time, email delivery status, etc.
      • Create schedule - allows you to create a new schedule.
    4. To create a new schedule, click Create schedule tab.
    5. Enter the name and a description for the schedule in the respective fields.
    6. Click on the + icon to add a report to the schedule in the Select Report option. A new pop-up window opens and in the Select Category option, pick the report you want to schedule.
    7. The Schedule Duration allows you to set the frequency of report generation.
    8. Once the report is generated,
      • You can add the path to where you want the report to be stored in the Storage path field.
      • it can then be mailed either as an attachment in any of the four available formats namely PDF, XLSX,HTML, and CSV or you can add the link in the email to the stored location,using the Specify Email Address option where you can add the email addresses of the recipients of the scheduled reports. You can know more about the mail settings configuration here.
    9. Click Save button to save the schedule.
    10. In case you want to add the scheduling of a custom report as a help desk role, this page can guide you.
    NOTE:
    • The help desk technicians can view all custom reports, but they can edit or delete only those that they created.
    • To delegate scheduling of custom reports as a help desk role, ensure you have enabled the Advanced Reports under the Schedule Reports tab.

    Reports supported by Extended Scheduler

    • Active Directory Reports
      1. Detailed group members report
      2. Report from CSV
    • Office 365 Reports
      1. Office 365 users report
      2. Inactive users report
      3. Litigtion hold enabled mailboxes report
      4. Never logged on users report
      5. ActiveSync Enabled Users report
      6. Shared mailbox report
      7. Licensed users report
      8. Unlicensed users report
      9. License details report
      10. All groups report
      11. Security groups report
      12. Distribution groups report
      13. Group members report
    • Custom Reports
      1. Active Users report
      2. User accounts without Kerberos pre-authentication report
      3. Recently created but never logged on users report
      4. Recently created security groups report
      5. Non-builtin domain local groups report
      6. Computers with decommissioned operating systems report
      7. Dial-in access computers report
      8. Managed contacts report
      9. Unmanaged contacts report

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