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Overview – Scheduled Reports

The Scheduled Reports page lists every recurring report that has been set up to run automatically and be emailed to one or more recipients. Each row represents a single scheduled job, showing what it reports on, whether it is active, who receives it, which days it runs, and when it last ran. Scheduled reports are not created on this page itself — they are configured from the Reports control on data pages such as Violations, and then managed and reviewed here.


What this guide covers


Before you begin: Open Scheduled Reports from the top navigation bar (it sits to the right of the Admin menu). The page opens to a single table listing all scheduled reports for the current domain. When none have been configured yet, the table shows a No data placeholder, as below.

Scheduled Reports page overview

The Scheduled Reports page, reached from the top navigation bar.


The Scheduled Reports List

The table lists each scheduled report as its own row. The columns describe the report and its delivery settings:

Scheduled Reports table columns

The scheduled reports table, shown here with no reports configured yet.

Column

Description

Type

The kind of report being scheduled (for example, an account activity report).

Active

Whether the schedule is currently turned on and will run on its scheduled days.

Emails

The recipient address(es) the report is delivered to.

Day Enabled

The day(s) of the week the report is set to run.

Last Run

The most recent time the report was generated and sent.

Actions

Controls for managing the individual scheduled report.

Use the refresh control at the top right of the page to reload the list with the latest data.


Creating a Scheduled Report

Scheduled reports are created from the Reports control found on data pages such as Violations. Selecting Reports opens a small menu with three options:

Reports menu showing CSV, PDF and Scheduled Report

The Reports menu, opened from the Violations page.

Option

Description

CSV

Exports the current results immediately as a CSV file.

PDF

Exports the current results immediately as a PDF file.

Scheduled Report

Opens the configuration window for setting up a recurring report that is emailed on a schedule. Reports created here appear on the Scheduled Reports page.

Choosing Scheduled Report opens the Configure Notification window. At the top you set the recipient address(es) with + Add Email (at least one is required) and use the Active toggle to control whether the schedule runs once saved. Select Save at the bottom of the window to create the scheduled report.

Configure Notification window

The Configure Notification window for a scheduled report.


Setting the Delivery Schedule

The Schedule section of the Configure Notification window controls when the report is sent. Each day of the week (Monday through Sunday) has its own toggle so you can turn delivery on or off for that day. For each enabled day you can set either an Alert Period (a start-to-end time window) together with a Frequency, or a single Daily Specific Time.

To avoid repeating the same settings, days can reuse one another’s configuration. The first enabled day acts as the base (its Inherit From is set to None), while other days can be set to Inherit From that day. Selecting Override on an inheriting day lets you give it its own independent settings instead.


Report Filters

The Filters section of the Configure Notification window shows the criteria the report will use, carried over from the filter settings on the source page. It summarises values such as the organizational unit scope, activity types, policy type, and whether the report is limited to violations only.

Filters summary in the Configure Notification window

The Filters summary, reflecting the criteria carried over from the source page.

Because these criteria are inherited from the source page, set up the filters there first so the scheduled report captures exactly the data you want before saving the schedule.


Related guides

  • Overview – Violations

  • Overview – Console User Activity

  • Overview – Admin Settings

  • Overview – Summary

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