Schedule Reports

The Scheduled Reports feature automates report delivery, allowing you to receive predefined reports in CSV, XLS, or PDF formats at your specified time. By scheduling reports, you can eliminate the need to access individual reports manually. You can configure reports to be emailed to multiple recipients at specific intervals, such as weekly. This feature automates the generation, compilation, and delivery of patch and vulnerability reports, saving time and effort.

You receive scheduled reports in the following formats:

• Attachment: You can receive the scheduled reports as an attachment in your e-mail account.
• Zipped file: In case you have selected a lot of reports to receive as a scheduled report, you can receive these as a zipped file in your e-mail account.
• URL: If the size of the reports exceeds the amount of megabytes that your mail server settings allow, you can choose to publish the reports that you have selected on the Endpoint Central server and send the path to it using e-mail.

Schedule Executive Reports

To create a scheduled executive report, follow the steps given below:

1. Open Endpoint Central console and navigate to Threats & Patches -> Reports.
2. The Executive Reports can be scheduled by clicking Schedule under each report.
3. Enter a name and description for the report.
4. In the Configure Scheduler section, select the frequency at which you want to receive the scheduled reports:
   
   • Once
   • Daily
   • Weekly
   • Monthly
5. Specify the date and time from which the frequency should start from.
   

   

6. Configure the Export Settings by clicking Configure Now.
   The Export Settings allows IT administrators to customize the way by which the reports can be generated. This provides flexibility in presenting for IT auditing and drills. You can choose to mask, remove, or retain any Personally Identifiable Information (PII) from the reports by clicking the drop-down of Configure Scheduled Report Settings. There is also an option to let the technician decide. Click Save.
   

   Note: The information which are considered as Personally Identifiable information (PII) are Computer Name, Domain Name, UserName, Email Address, Mobile Number, IP Address, and Address.

   

7. Select one of the following delivery formats:
   
   • Send each report as an attachment.
   • Send reports as a zipped file.
   • Publish reports on the Endpoint Central server and send the URL.
8. If the total size of the file exceeds the given file size (in MB), the report will be published on the Central Server and the URL will be sent to access the report, irrespective of the options selected above.
9. Enter the e-mail address(es) of the recipients of the report.
10. Enter an appropriate subject.
11. Enter content in the body of the e-mail message.
12. Provide the user consent for sharing the report to the mentioned email address(es) even though they might contain personal data and click Schedule.
    

    

You have created a scheduled Executive report. These reports will be sent to you according to the delivery schedule that you have set. The details of the scheduled executive reports can be viewed by navigating to Threats & Patches -> Reports -> Executive Reports and click Scheduler Details.

Schedule Predefined Report

To create a scheduled report, follow the steps given below:

1. Open Endpoint Central console and navigate to Threats & Patches -> Reports -> Predefined Reports.
2. Click Create New under Schedule Reports.
   

   

3. Enter a name and description for the report.
   

   

4. To schedule all pre-defined reports, simply tick the box next to Patch Reports. To schedule specific reports, expand the Patch Reports section and select your desired reports.
   

   

5. You can specify the criteria for each report by clicking the Add Criteria button next to the report. To configure the criteria, follow the steps below:
   
   • Give a name for the filter.
   • Choose the column from the report and define the criteria.
   • Click Save & Apply.
     

     

6. Specify the report formats as PDF, XLSX or CSV.
7. Select Yes or No for receiving the report mail even when no data is available.
8. Select one of the following delivery formats:
   
   • Send each report as an attachment.
   • Send reports as a zipped file.
   • Publish reports on the Endpoint Central server and send the URL.
9. If the total size of the file exceeds the given file size (in MB), the report will be published on the Central Server and the URL will be sent to access the report, irrespective of the options selected above.
10. Enter the e-mail address(es) of the recipients of the report.
11. Enter an appropriate subject.
12. Enter content in the body of the e-mail message.
13. Under Specify the Frequency, click Configure Scheduler and select the frequency at which you want to receive the scheduled reports:
    
    • Once
    • Daily
    • Weekly
    • Monthly
14. Specify the date and time from which the frequency should start from, when it should be performed, and click Schedule.
    

    

However, if you want to receive these reports earlier, you can execute the report immediately. To execute a report immediately, follow the steps given below:

1. For Executive Reports, navigate to Threats & Patches -> Reports -> Executive Reports.
2. Click Scheduler Details.
3. For Predefined Reports, navigate to Reports -> Schedule Reports.
4. Against the report that you created, click on Execute Now under Actions.

You will now receive the report immediately. However, the same report will be sent to you again at the scheduled time.