Scheduling reports

The SaaS Alerts Report module allows partners to customize report schedules for each customer.

  1. Navigate to Reports.
  2. Select Scheduled Reports.

Creating a new scheduled report

You will see any existing scheduled reports on the Scheduled Reports page.

  1. Click New Schedule to create a new report schedule.
  2. Select the Schedule Type: Recurring to send a report regularly at a set interval or One Time to send an ad-hoc report on a future date.
  3. Select the Frequency at which the report should run.

    4. NOTE  Choosing Recurring will send the report at the beginning of the preferred frequency at 12:00 AM UTC time zone.

    EXAMPLE  Scheduled weekly reports will be sent every Monday at 12:00 AM UTC.

  4. Report Details: Reports are listed in two categories, Organization and MSP Only.
  5. Select the report(s) you would like for the customer organization.
  6. Select the Organization you would like to report on.
  7. Select the Recipients you would like to have report(s) emailed to.
  8. Click Save when finished.