Scheduling Reports


    • Select the Reports Tab.

    • Select the Schedule Reports link at the top right corner of the page.

    • Select the Create Schedule link at the top right corner to create a new schedule.

      Note: You will encounter a Pop up message if the Mail Server is not configured. Specify the desired server in the Configure Mail Server Settings link to proceed further.

    • Specify the Schedule Name and Description details.

    • Choose the appropriate Domain from the Select Domain list. Click on the Add OUs link, to specify the OUs for which you wish to generate the reports.

    • Select the reports that you wish to include in this schedule. You can also select the fields/attributes that you wish to have in the report using column customization. Specify the execution time for this schedule using the options in schedule duration.

    • Use the Schedule report format to specify the format in which the reports have to be emailed to you; use the storage path link to specify the location in which you wish to store the reports generated.

    • Specify the email address of the users to whom you wish to send the reports generated by this schedule.

    • 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:

    If you want to schedule custom reports, this page can guide you.


    Select Reports

    The Select Reports feature comprises of three sections

    • Click on the Report Type you want to schedule.
    • Select the reports from the Available Reports list. Enter the Input parameter details if asked for.
    • You can view the reports in the Selected Reports list.
    • Use the Remove link to eliminate any report from the selected list.

    Column Customization

    Previously, every time a schedule ran, the column settings configured by the Help Desk Technicians at the time of manual report generation were applied But now users do not have to adhere to the same columns as in manual report generation while scheduling a report. Users can define their own columns and sort the reports using specific columns.

    • Click the Reports Tab
    • Click on the Schedule Reports link at the upper right hand corner of the page
    • Click on the 'Create Schedule' link at the upper right hand corner to create a new schedule
    • Enter a suitable Schedule name and description
    • Click on the edit icon adjacent to the selected report to define your own columns.
    • Select desired columns from the list of 'Available Columns' to appear in your reports.
    • To define the column display order, select a column and use the 'Up' button to move it up or 'Down' button to move it down. The column display order corresponds to the column priority.
    • You can also sort a report using desired columns.
    • You can use the arrow icons to sort columns in ascending or descending order.

    Schedule Duration

    You can set the time at which the scheduled reports have to be generated as per your requirements. With this option, you can also have the reports generated repeatedly at the desired times.

    Following are the options available for specifying the execution time for scheduled reports:

    • Hourly: This option generates the selected reports once every 'n' hours from the time the schedule is created.
    • Daily: This option generates the reports once every day at the specified time.
    • Weekly: This option generates the selected reports once in a week, on the specified day, at the specified time.
    • Monthly: This option generates the scheduled reports once every month on the specified day, at the specified time.
    • More: With this option you get more flexibility in deciding the execution time for the scheduled reports. You can create a customized execution time and frequency for the scheduled reports using the following choices:
    • Starting Date: This can be used to specify the day from which this schedule has to be executed.
    • At: This option allows you to set the time at which the scheduled reports have to be generated.
    • Frequency: You can specify the number of times that this schedule has to be executed using the following options:
    • Run Once: This option will execute the schedule just once, at the specified time.
    • Repeat: This executes the schedule repeatedly with a with the specified time interval between successive executions. You have the following options to set the desired time interval:
    • Minutes: This option will execute the schedule one every 'n' minutes.
    • Days: This option can be used to generate all the scheduled reports once every 'n' days, as specified.
    • Weeks: This option generates the scheduled reports once every 'n' weeks, on the specified day(s) of the week.
    • Months: This option will execute the schedule once every 'n' months, on the specified day.
    • Years: This option will generate the scheduled reports once every 'n' years, on the specified days of the months selected.

    Schedule Report Format

    You can select the format in which you would like to have the report mailed. Select the PDF, HTML, CSV, XLS or CSVDE formats, based on your choice. The Storage Path link will enable you to specify the location where you would like the reports to be stored.

    Email Address To Send Reports

    The email addresses of the desired recipients can be mentioned using this option. You can enter multiple email addresses, separated by commas.

    To send the reports as attachments and to customize the email content use 'Advanced Email Settings' which has the following options:

    • Enable Attachment: Select this option to send the reports as email attachments. Select 'Send As Files' to send the reports as individual files. Choose 'Send As ZIP Format' to send the reports in compressed (ZIP) format.
    • Send Link In Email: Select this option if you wish to send the link to the location of the generated reports instead of sending the reports as attachments.
    • Mail Content: You can have a customized email subject and message to be sent to the recipients while sending the reports.
    • Notify Only If Data Is Available: If this option is selected, the email will be sent only if there if the generated reports have data in them.

      Tip: You can use the Send Test Mail option to confirm if the recipient email id is a valid one.

    • Click the SAVE button to add the schedule to the schedule reports list.

    Select Reports

    The Select Reports feature comprises of three sections

    •   Click on the Report Type you want to schedule.

    •   Select the reports from the Available Reports list. Enter the Input parameter details if asked for.

    •   You can view the reports in the Selected Reports list.

    •   Use the Remove link to eliminate any report from the selected list.

      Schedule Duration

    You can set the time at which the scheduled reports have to be generated as per your requirements. With this option, you can also have the reports generated repeatedly at the desired times.

    Following are the options available for specifying the execution time for scheduled reports:

    • Hourly: This option generates the selected reports once every 'n' hours from the time the schedule is created.     

    • Daily: This option generates the reports once every day at the specified time.

    • Weekly: This option generates the selected reports once in a week, on the specified day, at the specified time.  

    • Monthly: This option generates the scheduled reports once every month on the specified day, at the specified time.  

    • More: With this option you get more flexibility in deciding the execution time for the scheduled reports. You can create a customized execution time and frequency for the scheduled reports using the following choices:

      • Starting Date: This can be used to specify the day from which this schedule has to be executed.     

      • At: This option allows you to set the time at which the scheduled reports have to be generated.     

      • Frequency: You can specify the number of times that this schedule has to be executed using the following options:     

        • Run Once:This option will execute the schedule just once, at the specified time.     

        • Repeat:This executes the schedule repeatedly with a with the specified time interval between successive executions. You have the following options to set the desired time interval:     

          • Minutes:This option will execute the schedule one every 'n' minutes.     

          • Days:This option can be used to generate all the scheduled reports once every 'n' days, as specified.     

          • Weeks:This option generates the scheduled reports once every 'n' weeks, on the specified day(s) of the week.     

          • Months:This option will execute the schedule once every 'n' months, on the specified day.     

          • Years:This option will generate the scheduled reports once every 'n' years, on the specified days of the months selected.     


     

      Schedule Report Format

    You can select the format in which you would like to have the report mailed. Select the PDF, HTML, CSV, XLS or CSVDE formats, based on your choice. The Storage Path link will enable you to specify the location where you would like the reports to be stored.

      Email Address To Send Reports

    • The email addresses of the desired recipients can be mentioned using this option. You can enter multiple email addresses, separated by commas.

    • To send the reports as attachments and to customize the email content use 'Advanced Email Settings' which has the following options:

    • Enable Attachment:Select this option to send the reports as email attachments. Select 'Send As Files' to send the reports as individual files. Choose 'Send As ZIP Format' to send the reports in compressed (ZIP) format.     

    • Send Link In Email:Select this option if you wish to send the link to the location of the generated reports instead of sending the reports as attachments.     

    • Mail Content:You can have a customized email subject and message to be sent to the recipients while sending the reports.     

    • Notify Only If Data Is Available:If this option is selected, the email will be sent only if there if the generated reports have data in them.     

    • Tip: You can use the Send Test Mail option to confirm if the recipient email id is a valid one.

    • Click the SAVE button to add the schedule to the schedule reports list.


    Scheduled List

    Click the Scheduled List link to see the list of tasks you have scheduled.


    Scheduler History

    Click the Scheduler History link to view scheduled reports details from the Report Center. Details like Schedular name, Description, Configured OUs, Started Time, Schedular Status (SUCCESS/ SKIPPED/ PROCESSING), Report Details and Message are available here. The Scheduled Reports link under Report Details gives you a zipped version of the scheduled report that had been generated.


     

    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,

    • Click the Reports Tab

    • Click the Schedule Report link to open the Schedule Reports page

    • You will find a list of Scheduled reports on this page.

    • Click on the Enable icon in the Action tab column, appropriate to the Scheduled Report you want to disable.

    • The Enable icon will be replaced by the Disable icon.

    To enable a schedule,

    • Click on the Disable icon in the Action tab column, appropriate to the Scheduled Report you want to enable .

    •   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

    • Click the Reports Tab

    • Click the Schedule Report link to open the Schedule Reports page

    • You will find a list of Scheduled reports on this page.

    • Click on the Delete icon in the Action tab column, appropriate to the Scheduled Report you want to delete.

    • 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:

    • Click the Reports Tab

    • Click the Schedule Report link to open the Schedule Reports page

    • You will find a list of Scheduled reports on this page

    • Click on the Edit icon in the Action tab column, appropriate to the Scheduled Report you want update.

    • You can make the changes in the Schedule Reports page.

    • Click on the UPDATE button to save the changes.

    • 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:

    • Click the Reports Tab

    • Click the Schedule Reports link to open the Schedule Reports page

    • Click Scheduled List to see the list of available schedules

    • Click the Copy icon in the Action column of the schedule that you want to copy

    • Provide a name to the new schedule and click Save

    • 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:

    • Click the Reports Tab

    • 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.

    • 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.

    • 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.

    • 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:

    • Click on the reports tab.
    • From the list of reports on the left side of the screen, choose Custom reports.
    • Click Schedule reports button on the top right part of the window, under which you can find these three tabs :
      1. Schedule list- lists the available schedules, and they can be viewed, modified, or deleted from here.
      2. Scheduler history - has various details about the schedules executed, like execution status, schedule start time, email delivery status, etc.
      3. Create schedule - allows you to create a new schedule.
    • To create a new schedule, click Create schedule tab.
    • Enter the name and a description for the schedule in the respective fields.
    • 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.
    • The Schedule Duration allows you to set the frequency of report generation.
    • Once the report is generated,
      1. You can add the path to where you want the report to be stored in the Storage path field.
      2. 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.
    • Click Save button to save the schedule.
    • 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
    • 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