Scheduling reports

Enable or disable scheduled reports

Sometimes, you may need to temporarily pause a scheduled report and resume it later. You can decide when to enable or disable the scheduled report depending on your organization's needs.

To disable a scheduled report:

1. Click the Reports tab.
2. Click the Schedule Reports button. You will find a list of scheduled reports on the Schedule Reports page.
3. In the Actions column, click the icon beside the scheduled report you want to disable. The icon will be replaced by the icon.

To enable a scheduled report:

1. In the Actions column, click the icon beside the scheduled report you want to enable. The icon will be replaced by the icon.

Delete scheduled reports

When a scheduled report is no longer useful, you can delete it from the scheduled reports list. To delete a scheduled report:

1. Click the Reports tab.
2. Click the Schedule Reports button. You will find a list of scheduled reports on the Schedule Reports page.
3. In the Actions column, click the icon beside the scheduled report you want to delete. The deleted scheduled report will no longer be listed.

Edit scheduled reports

You can make changes to an existing scheduled report as required using the edit option.

Follow the steps provided below to edit a scheduled report:

1. Click the Reports tab.
2. Click the Schedule Reports button. You will find a list of scheduled reports on the Schedule Reports page.
3. In the Actions column, click the icon beside the scheduled report that you want to update.
4. Make the necessary changes.
5. Click the Update button to save the changes.
6. Click the Scheduled List link in the right corner to see the updated scheduled report in the list.

Copy scheduled reports

You can copy any existing scheduled report and create a new one using its settings by following the steps provided below:

1. Click the Reports tab.
2. Click the Schedule Reports button.
3. Click the Scheduled List link in the right corner to see the list of available scheduled reports.
4. In the Actions column, click the icon beside the scheduled report that you want to copy.
5. Provide a name for the new scheduled report and click Copy.
6. You can now edit the new scheduled report according to your needs using the icon.

Share scheduled reports

You can share scheduled reports with select technicians or all technicians for better management and security. To share scheduled reports with technicians:

1. Click the Reports tab.
2. Click the Schedule Reports button.
3. Click the Scheduled List in the right corner to see the list of available scheduled reports.
4. In the Actions column, click the icon beside the scheduled report that you want to share.
5. In the pop-up that opens, search and add the technicians with whom you want to share the scheduled report.
6. To share the scheduled report with all the technicians, check the Share With All Technicians box.
7. Now, in the Access Level drop-down box, select the level of access from the three options given in the list.
• View: This level of access allows a technician to generate and copy the custom scheduled report.
• Edit: This level of access allows a technician to generate, copy, and edit the scheduled report.
• Full Access: This level of access allows a technician to generate, copy, edit, share, and delete the scheduled report.
8. Click Share. A separate section within the pop-up will display the details of the shared scheduled report.

Advanced Report Scheduler

The advanced scheduler feature allows you to schedule custom reports as well as some important Active Directory and Google Workspace reports. You can find the list of supported reports here.

These steps will guide you through the process of scheduling a custom report.

Scheduling a custom report

1. Navigate to the Reports tab.
2. In the left pane, click Custom Reports.
3. Click the Schedule Reports button on the top-right part of the window, under which you can find these two tabs:
   • Standard Scheduler: Lists scheduled regular reports.
   • Advanced Scheduler: Lists scheduled custom reports and other predefined custom reports.
4. Click Scheduler History to view details of the previously executed schedules executed, such as execution status, schedule start time, email delivery status, etc.
5. To create a new schedule, click Create Schedule.
6. Enter a suitable name and description in the Schedule Name and Description fields.
7. Click the + icon to add a report to the schedule in the Select Report option. A new pop-up window will open, and under the Select Category option, choose the report you wish to schedule.
8. In the Schedule Frequency section, specify the execution time for this schedule.
9. In the Select Format section, specify the format in which the reports have to be emailed and the location where you would like to store them.
10. In the Email To field, specify the users to whom you would like to send the generated reports.
11. 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.
12. In case you want to add the scheduling of a custom report as a help desk role, this page can guide you.

Reports supported by Advanced Scheduler

• Active Directory Reports
  • Detailed Group members
  • Report from CSV
• Google Workspace Reports
  • Google Workspace Users
  • Active Users
  • Suspended Users
• Custom Reports
  • Active Users
  • User accounts without Kerberos pre-authentication
  • Recently created but never logged on users
  • Recently created security groups
  • Non-builtin domain local groups
  • Computers with decommissioned operating systems
  • Dial-in access computers
  • Managed contacts
  • Unmanaged contacts