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Active IQ Unified Manager 9.7
9.7
A newer release of this product is available.

Scheduling a report

Contributors
PDFs

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 Application Administrator or Storage Administrator role.

  • You must have configured the SMTP server settings in the General > 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 network interfaces, but you can use any view you want.

Steps

  1. Open your view. This example uses the default network view that shows LIF performance. In the left navigation pane, clickNetwork > Network Interfaces.

  2. Customize the view as needed.

  3. After you customized the view, you can provide a unique name in the View field and click the check mark to save it.

    view save

  4. 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).

  5. If you are satisfied with the report, click Scheduled Reports.

  6. In the Report Schedules page, click Add Schedule.

  7. Accept the default name, which is a combination of the view name and the frequency, or customize the schedule name.

  8. To test the scheduled report the first time, only add yourself as the recipient. When satisfied, add the email addresses for all report recipients.

  9. 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.

  10. Select the format, either PDF or CSV.

  11. Click the check mark to save the report schedule.

    scheduled reports

    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.