Automating Report Generation

You can automate reports so that they run at regular intervals.

In a multidomain deployment, you can schedule reports only for your current domain.

Before you begin

For reports other than risk reports: Create a report template. See Report Templates for more information.
If you want to distribute email reports using the scheduler, configure a mail relay host and specify report recipients and message information. See Configuring a Mail Relay Host and Notification Address and (for reports other than risk reports) Distributing Reports by Email at Generation Time or (for risk reports) Generating, Viewing, and Printing Risk Reports.
(Optional) Set or change the file name, output format, time window, or email distribution settings of the scheduled report. See Specify Report Generation Settings for a Scheduled Report.
If you will choose PDF as the report output format, look at the report template and verify that the number of results in each section of the template does not exceed the limit for PDFs. For information, see Report Template Fields.

Procedure

Step 1

Select System ( system gear icon ) > Tools > Scheduling.

Step 2

Click Add Task.

Step 3

From the Job Type list, select Report.

Step 4

Specify how you want to schedule the task, Once or Recurring:

For one-time tasks, use the drop-down lists to specify the start date and time.
For recurring tasks, see Configuring a Recurring Task for details.

Step 5

Type a name in the Job Name field.

Step 6

In the Report Template field, select a risk report or report template.

Step 7

If you want to comment on the task, type a comment in the Comment field.

The comment field appears in the Tasks Details section of the schedule calendar page; keep comments brief.

Step 8

If you want to email task status messages, type an email address (or multiple email addresses separated by commas) in the Email Status To: field. You must have a valid email relay server configured to send status messages.

Note	Configuring this option does not distribute the reports.

Step 9

If you do not want to receive report email attachments when reports have no data (for example, when no events of a certain type occurred during the report period), select the If report is empty, still attach to email check box.

Step 10

Click Save.