Scheduled Reports and Report Favorites

Overview: 

Scheduled Reports are a great way of getting a report of what happened inside your account automatically generated and shown to you so that you can keep up to date on everything that's happening. It's also a good way to monitor the status of your shop and catch things that happen before they are a problem.

You can also add Report Favorites with different filters for dates and customers to easily run reports. 

Table of Contents:

Scheduled Reports
Report Favorites

Scheduled Reports:

You can set up a new Scheduled Report by navigating to: Admin > Reports > Scheduled Reports:



Which takes you to this page:



Once there you'll see a list of all of your reports that are scheduled to run. You can also click on the "New" button to create a new schedule:



Name: Enter the display name of the Scheduled Report
Email Body: This will be the body of the email that is sent when the Scheduled Report runs
Recipients: Select the User Accounts that you want to receive this Scheduled Report
Email Address: Add additional email addresses that you want to receive the Scheduled Report
Report: Select which report to be generated
Frequency: Controls the schedule for when the report is generated
Run Next At: Select the date for the schedule to begin

Things to note:

• The only reports that currently support scheduling are the ones in the "Report" drop-down menu
  (NOTE: There are 6 reports that require you to select a customer before scheduling. You need to go to the specific report and select the customer there. They are: Vulnerable Patches, Executive Summary, Customer Detail, Vulnerable Systems, Referral Report, Installed Applications)
• If you have typed out an email to send the report to, you will not need to select a User Account as a recipient
• You can also access the Scheduled Reports by navigating directly to a report that supports it and clicking the "Schedule" button at the top

Report Favorites:

Then, you can select "Save Favorite" to save the report settings as a favorite. Once the favorite has been given a name, you can save the report and it will now surface on your report favorites. 

• Favorites cannot be added to every report on the reporting page. See below for a full list of reports that cannot be favorited.
• Favorites can also be accessed by selecting the 'Favorites' button at the top right of the reports page. This will show you a full list of all your favorite reports. 
• Not all time filters/periods can be saved currently. Saved reports is a work in progress as we plan to continue to iterate on the number of reports included as well as what filters can be used. 

Excluded reports: 

Reports that can be saved but not after filtering: