Scheduling a Report

The Scheduled Reports page enables you to schedule a report to be automatically generated and distributed by e-mail to a distribution list periodically . As part of the scheduling information, you specify:

>the report to use

>output format of the report

>report parameters

>how often to generate the report

Each recipient receives the report in the selected format as an e-mail attachment or a link.

To schedule a report:

1. Open the Create Scheduled Report dialog box, if it is not displayed. Show me how

a.Select Reports > Scheduled Reports.

b.Click New Report. Or, to modify a previously scheduled report, select the report in the Scheduled Reports page and click . The Create Scheduled Report (or Edit Scheduled Report) dialog box opens.

2.In the Reports box, select the report to generate. All predefined reports and custom reports are displayed in this list. One or more of the following fields are displayed depending upon the report you selected.

•Last: Select the duration of the report. For example, last day, last week, or last month. (You cannot select specific dates because you are defining parameters to be reused periodically.)

•Customer Name: (Optional) Filter the report by a specified Customer. Type the first few characters of the Customer name. A list of matching names is populated. Select a name from the list.

If you provide a Customer Name, the Contact Email ID box is displayed. You can also filter the report by this parameter.

•Partner Name: (Optional) Filter the report by a specified Channel Partner. Type the first few characters of the Partner name. A list of matching names is populated. Select a name from the list.

•Product: (Optional) Filter the report by a specified Product.

•Days Before Expiration: (Optional) This field appears only for License Expiration Report. The licenses that are expiring within the specified number of days will be part of the report.

3.In Output Format, select the format in which the report should be generated. Available formats are PDF, Excel, RTF, HTML, and CSV.

4.Select the relevant Delivery Type option:

•File: Sends an e-mail with the report file as an attachment.

•Link: Sends an e-mail with a link to the report.

5.In Expiration Period, specify the number of days after which the report will expire.

6. In the Report Schedule pane, select the required frequency, the time of day at which the report should be generated, and the time zone.

•Daily: Select one or more specific days on which the report should be generated.

•Weekly: Select the day on which the report should be generated.

•Monthly: Select the day of the month on which the report should be generated. Default: The first day of the month

7.Click Save to save the scheduled report definition.