After you have a view that you want to schedule for regular generation and
distribution as a report, you can schedule the report.
Before you begin
- You must have the Administrator or Storage Administrator role.
- You must have configured the SMTP server settings in the Setup/Notifications page so that the reporting engine can send reports as email attachments to the list of recipients from the Unified Manager server.
- The email server must be configured to allow attachments to be sent with the
generated emails.
About this task
Use the following steps to test and schedule
a report to be generated for a view. Select or customize the view you want to use. The
following procedure uses a network view that shows the performance of your LIFs, but you
can use any view you want.
Steps
- Open your view. This example uses the default network view that shows LIF performance. In the left navigation pane, click .
- Customize the view as needed.
- After you customized the view, you can provide a unique name in the View field and click the check mark to save it.
- Download the report as a CSV or PDF file to see the output before you schedule or share it.
Open the file with an installed application, such as Microsoft Excel (CSV) or Adobe Acrobat (PDF).
- If you are satisfied with the report, click
Scheduled Reports.
- In the Scheduled Reports page, click Add Schedule.
- Accept the default name, which is a combination of the view name and the frequency, or customize the schedule name.
- To test the scheduled report the first time, only add yourself as the recipient. When satisfied, add the email addresses for all report recipients.
- Specify the frequency, either Daily or Weekly,
and the day, if weekly, and time you want the report to be generated and
distributed to the recipients.
- Select the format, either PDF or CSV.
- Click the check mark to save the report schedule.
The report is sent immediately as a test. After that, the report generates and is sent by email to the recipients listed using the specified frequency.
The report is sent immediately as a test. After that, the report generates and is sent by email to the recipients listed using the specified frequency.