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, then in the upper right, click Scheduled Reports.

Which takes you to this page, where you'll see a list of all of your reports that are scheduled to run.

Click New Scheduled Report to create a new schedule.

Name: Enter the display name of the Scheduled Report.
Report: Select which report to be generated.
Report Date Range: Select the range of the time the report pulls data for.
Frequency: Controls the schedule for when the report is generated.
Run Next At: Select the date for the schedule to begin.
Email Body: This will be the body of the email that is sent when the Scheduled Report runs. You can use HTML tags, such as <strong>, to format the text.

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)
• You can also access the Scheduled Reports by navigating directly to a report that supports it and clicking the "Schedule" button at the top

Customer Selection

Search for Customers in the field to add them to the recipients list for their business. It will send it to the main address assigned to the Customer. The second section under that allows you to add Customers via Customer Saved Searches as well.

Note: The list will de-dupe so folks will only get the report email once each time the job runs.

Internal Recipients

Add any internal team members you would like to also receive the Scheduled Reports.

Note: Only Customers/Contacts that have the Receive Report Emails option checked in their Settings will be getting the emails.

External Recipients

Currently only customers in your system and internal users, as listed above, can receive reports.

Report Favorites

Report favorites allows you to save all report settings including customer, columns, sort orders, and filters, and save them into a favorite report that can easily be accessed from the main reports page.

Example

Using the Asset Audit Report as an example, you can choose the columns, sort order, and filters to customize.

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.

Things to Note

• 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