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Scheduling a Report

The Scheduled Reports page enables you to schedule a report to be periodically generated and distributed by e-mail to a distribution list. 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:

• From the Reports drop-list, select the report to generate. All predefined reports and custom reports appear 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, last month, etc. (You cannot select specific dates, since you are defining parameters to be reused on a periodic basis.)
  • 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 drop-down list appears. 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.
• From the Output Format drop-down list, select the format in which the report should be generated. Available formats are PDF, Excel, RTF, HTML, and CSV.
• Select the appropriate radio button for Delivery Type from the following:
  • File—The recipient will receive an e-mail with the report file as an attachment.
  • Link—The recipient will receive an e-mail with a link to the report.
• In the Expiration Period field, specify the number of days after which the report will expire.
• In the Report Schedule pane, select the desired frequency, the time of day at which the report should be generated, and the time zone.
  • If you selected Daily, you must also select one or more specific days on which the report should be generated.
  • If you selected Weekly, you must also select one specific day on which the report should be generated.
  • If you selected Monthly, you can also select one specific day of the month on which the report should be generated. The default value is the first day of the month.
• Click Save to save the scheduled report definition.