Scheduling a report

Contributors maumita2020

After you have a view or Excel file that you want to schedule for regular generation and distribution, you can schedule the report.

What you’ll need

  • 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.

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 using the built-in Unified Manager features.

  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. You can use the advanced features of Microsoft® Excel to customize your report. For details, see Using Excel to customize your report.

  5. To see the output before you schedule or share it:

    Option Description

    If you used Excel to customize the report

    View the existing downloaded Excel file.

    If you did not use Excel to customize the report

    Download the report as a CSV, PDF or XLSX file.

    Open the file with an installed application, such as Microsoft Excel (CSV/XSLX) or Adobe Acrobat (PDF).

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

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

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

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

  10. Specify how frequently the report will be generated and sent to the recipients. You can choose Daily, Weekly, or Monthly.

  11. Select the format, either PDF, CSV, or XSLX.

    Note

    For reports where you used Excel to customize the content, always select XSLX.

  12. Click the checkmark (blue check) 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 scheduled frequency.