> Online Reports > Scheduled reports > Adding Scheduled Reports

Adding Scheduled Reports

You can set up reports to be generated and delivered to email addresses on a regular basis. You can also preview a report before adding it.

This procedure can only be done at the Customer or Site-level.

  1. In the navigation pane, click Reports > Scheduled Reports.
  2. In the Scheduled Reports screen, click Add.
  3. In the Report Type field, select a report.
  4. Type a Name.
  5. Select a Recurrence: daily or weekly or monthly on a specific day.

    Configuring a Daily scheduled report will generate a new report at 3:00 am. The reporting period runs from 12:00 pm to 12:00 pm; therefore, the report information will be three hours old when it is generated.

  6. Select the Recipients.
  7. To send the report to recipients who do not have MSP N-central accounts, specify the e-mail address in the Non System Recipients field.

    Separate each e-mail address with a comma.

  8. Type a Summary to be included in the report.
  9. Select the Export Format in which to send the report.
  10. Depending on the selected Report Type, you may click Next or Finish.
    • Next displays the parameters for the specified Report Type.
    • Finish displays the name and type of the scheduled report.
  11. Specify the required report parameters.
  12. To preview the report:
    1. Click Preview to display the report in another browser window.
    2. Close the browser window.