View reports at your convenience and in the format you want: Scheduled Reports

Endpoint Central | May 12, 2011 | 2 min read
You can now receive reports at regular intervals by making settings to receive predefined, custom and query reports in various formats. You can do this using the Scheduled Reports feature; Desktop Central’s latest feature.  The formats  that you can receive these in include:
  • CSV
  • XLS
  • PDF
This feature helps you save time as you do not need to view individual reports. You can schedule for them to be sent to you by e-mail at specific times. For example, you can create a  scheduled report and configure the settings so that you receive an e-mail about specific  custom reports and query reports that you have chosen, once a week. These reports  are automatically generated, compiled and sent to you by e-mail once every week.  You can also configure the settings so that the reports are sent by e-mail to more  than one person.
You receive scheduled reports in the following formats:

  • Attachment: You can receive the scheduled reports as an attachment in your e-mail  account.

  • Zipped file: In case you have selected a lot of reports to receive as a scheduled  report, you can receive these as a zipped file in your e-mail account.

  • URL: If the size of the reports exceeds the amount of megabytes that your mail server  settings allow, you can choose to publish the reports that you have selected on the  Desktop Central server and send the path to it using e-mail.

Creating a Scheduled Report

To create a scheduled report, follow the steps given below:

  1. Click the Reports tab
  2. Click Scheduled Reports
  3. Click Add Scheduled Report
  4. Enter a name and description for the report
  5. In the Report Details section, do the following:
    1. Click on a type of report in the Report Types column
    2. Select specific reports from Available Reports column
  6. In the Report Format Details section, select one of the following report formats:
    • PDF
    • XLS
    • CSV

      Note       :  If the size of the report is more than 100 MB only you will receive the report only  in .csv format.

  7. Select one of the following delivery formats:
    • Send each report as an attachment
    • Send reports as a zipped file
    • Publish reports on the Desktop Central server and send the URL
  8. Enter your e-mail ID and the e-mail IDs of people who you want to send this report
  9. Enter an appropriate subject
  10. Enter content in the body of the e-mail message
  11. In the Report Delivery Schedule section, select the frequency at which you want to  receive the scheduled reports:

    • Once
    • Daily
    • Weekly
    • Monthly 
  12. Click Save
You have created a scheduled report. These reports will be sent to you according  to the delivery schedule that you have set. However, if you want to receive these  reports earlier, you can execute the report immediately. 
Executing a Report Immediately

To execute a report immediately,  follow the steps given below:
  1. Click the Reports tab
  2. Click Scheduled Reports
  3. Against the report that you created, click  
You will now receive the report immediately. However, the same report will be sent  to you again at the scheduled time.
Tags : CSV / Custom reports / pdf / predefined reports / query reports / Reports / scheduled reports / XLS
Tripti Padukone

  1. Reply
    Dionte

    Hey I am trying to run a report in AdventNet but its a mix of PCs, switches, blackberries, printers & virtual machines. Is there a way for me to run a report that will break these into various categories?