Schedule a Report

This task describes how to schedule operational reports about the status of your system, and have these reports automatically sent to you by email at the frequency that you specify.

To schedule a report:

1. Before you begin, make sure that your system administrator has enabled the system to send email notifications and has provided your email address. For details, see:

   • the section about Mail Settings on the Settings Page
   • How to Define an Email Recipient
2. Navigate to Reports.

3. Do one of the following:

   • Click to create a new report.
   • Click to edit an existing report.

   The Report Definition page of the Add Report wizard is displayed. Specify the following information:

   • The view on which the report will be based. You can only select views for which you have at least View permission.
   • The type of report that will be generated. A default description for the selected report type is provided, which you can edit. This description will also appear in the body of the email and in the report.
   • The name of the report, which will be used as the file name of the report, displayed in the list of scheduled reports, and displayed in the subject of the email and the body of the report.
   • The output format of the generated report. The default format is Microsoft Office Excel Workbook (.xls).

4. Click Next. The Frequency Selection page is displayed.

   Specify the frequency at which you want the report to be generated.

5. Optionally, click Next to add one or more additional filters for the information contained in the selected view, or click Finish to end. The report will now appear in the list of scheduled reports.

   Note The available filters are dependant on the report type that you selected.

   For details, see Report Details Wizard.