Scheduling and Emailing Reports

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At customer level of your CloudCare console, you can set up reports to automatically run on a recurring basis and then be emailed in PDF format to specified users.

Note that reports that are available only at partner level cannot be scheduled. These are:

• Active Trial Accounts
• Billing and Subscription History
• Customer and License Summary
• Subscription Summary
• Customer Alerts
• Backup Summary

 

To configure a recurring report:

1. Go to the Reports page (at customer level)
2. Expand the Report Schedules section of the left-hand navigation pane
3. Click the plus button

4. In the Select and Define Report section, choose the report you want to schedule, and define the time frame
   • Some report types will also require specifying which devices or device groups the report will apply to.

5. In the Define Schedule section:
   • Tick the Enable Schedule checkbox
   • Enter the schedule's name (or leave the automatically generated one)
   • Choose the schedule's frequency - Daily, Weekly (specify the day of the week), or Monthly (select First day of the month, Last day of the month, or Specific day)
   • Select the schedule's start date
   • Select the schedule's end date (or tick the No End Date checkbox)
   • Specify the time of day when the report will be generated

6. In the Select Recipients section:
   • Tick the checkboxes next to the desired recipients (you can add more recipients to the list if needed)
   • Enter the email subject (or leave the automatically generated one)
   • Include a message for the recipients (optional)

7. Save the schedule

The newly created schedule will be listed under Report Schedules > All Schedules. You can access and edit the schedule's settings by clicking its name, or you can remove the schedule completely using the Delete option in the Actions column.

If a schedule is deleted, the report will no longer be emailed to any of the previously specified recipients.