Specify Report Generation Settings for a Scheduled Report

You must have Admin or Security Analyst privileges to perform this task.

By default, the output format for the scheduled report is the output format selected the last time the report template was saved after the report was generated. If the report has never been generated and then saved, the default output is PDF. To specify or change the file name, output format, time window, or email distribution settings of a scheduled report:

Procedure

Step 1

Select Overview > Reporting > Report Templates.

Step 2

Click Edit for the report template to change.

Step 3

If you will select PDF output:

  1. Look to see whether any of the sections in the report shows a yellow triangle beside the number of results.

  2. If you see any yellow triangles, mouse over the triangle to view the maximum number of results allowable for that section for PDF output.

  3. For each section with a yellow triangle, reduce the number of results to a number below the limit.

  4. When there are no more yellow triangles, click Save.

Step 4

Click Generate.

Note

If you want to change report generation settings without generating the report now, you must click Generate from the template configuration page. Changes will not be saved if you click Generate from the template list view unless you generate the report.

Step 5

Modify settings.

Step 6

To save the new settings without generating the report, click Cancel.

To save the new settings and generate the report, click Generate and skip the rest of the steps in this procedure.

Step 7

Click Save.

Step 8

If you see a prompt to save even though you haven't made changes, click OK.