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Scheduling Reports

You can schedule a report to run daily at a specified time or every so many hours, or on specified days of week or month, at a specified time.

To configure a scheduled report:

1. Click Schedule Reports from the Reports menu. The Schedule Reports page opens in a tab.

   1. If there are scheduled reports you have privileges to view, they are listed. Your reports include options to edit or delete them.
   2. If there are no scheduled reports, you see "There are no report jobs to display."

2. Click Add to display the Add Report Job page.

3. In the Name field, enter the report display name.
4. Select the search type: event occurred or receipt time.

5. Use the Schedule options to specify how frequently the report should run:

   • Every day—Run a daily report at a specified time, or every specified number of hours.
   • Days of week—Run the report on a specified day of the week. For example: Su, M, T, W, Th, F, Sa.
   • Days of month—Run the report on a specified day of the month. For example: 1,5,20,21.
   • Hour of day—Run the report at a specific time of day. For example: 0300.
   • Every—Run the report every specified number of hours or minutes. For example, 90 minutes.
6. Select a report from the Report Name pull-down menu, then click to load the report.

7. In the Delivery Operations section, configure one or both of the following options:

   • Publish—(Selected by default) Publish the report at the scheduled time. For details on setting publishing options, see Publish Report Options

   • Email—Send the report as a link or an email attachment at the scheduled time. For details on setting email delivery options, see Email Delivery Settings.
   • Upload — Upload the report to FTP or a Shared Folder . For details on how to send reports via FTP, see Uploading a Report to a Server or FTP Site

   Tip: It isn't necessary to save the report before moving from one tab to another. Just remember to save the report before closing the page.

8. In the Report Format section, select a report format and delivery options.

   When choosing the report format for scheduled reports with several columns, change the paper size to Auto.

   • Select a report format. See Report Formats for Viewing
   • Select a delivery option. See Export Options
   • If you want an Excel, Word, or PDF file to be available in its native format, click Smart Export. See Scheduling a Report with Smart Export option.

9. In the Report Parameters section, you can either accept the default parameters, or modify them here. For information on specifying report parameters, see Parameters.

10. Please review the query that is about to be executed. The Local only box has been unchecked for searches that include _peerLogger operator.
11. Click Save.

The report you added is scheduled, and now shows on the Scheduled Reports list.

To export a list of scheduled report:

Once a schedule report is added and saved, Logger enables you to export the Task, Type, Schedule, and Next Run Time of that report in a list.

1. Click the button.

2. Select your export format: PDF or CSV.

3. Select download.