Modifying a Scheduled Report

  1. In the Scheduled reports table on the Reports > Options > Report Scheduler page, click the name of the scheduled job that you want to change.

    The Report Package page of the Report Scheduler wizard is displayed with the settings of the selected scheduled report displayed.

  2. Optionally, select or clear the check boxes for any of the Report packages that you want to add or remove from the PDF file that will be mailed out to the selected users on the selected schedule.

    Descriptions of the reports included in each selected package are displayed in the Description box.

  3. If you selected the Policy compliance package, you can also choose to Include detailed policy compliance reports and set the number of the top users (1 to 5) on which the included detailed report is generated.
  4. Optionally, change the groups that the reports will cover from the Group selection drop-down list.

    The default option is All Users.

    The groups shown in this drop-down list are created and set on the Reports > Options > Reporting Groups page.

  5. Click Create Schedule at the top of the page, or Next at the bottom of the page, to proceed to the next page of the wizard.
  6. Optionally, in the Frequency of reports section, you can change the time period that you want the report to cover. The options are:
    • Report for the past 24 hours, sent daily after midnight: Note that "after midnight" is actually slightly after 1:30 AM.
    • Report for the past 7 days, sent weekly on "x" — If you choose this option, from the drop-down list you must select the day of the week on which you want the report sent to the recipients. The report will cover the 7 days prior to the selected reporting day.
    • Report for the past 14 days, sent bi-weekly on "x" — If you choose this option, from the drop-down list you must select the day of the week on which you want the report sent to the recipients. The report will cover the 14 days prior to the selected reporting day.
    • Report for the past month, sent on day "x" of each month — If you choose this option, from the drop-down list you must select the day of the month on which you want the report sent to the recipients. The report will cover the one-month period prior to the selected reporting day.
  7. Optionally, in the Report scheduler name text box, change the name for the scheduled report.
  8. Optionally, select Activate this schedule to enable this scheduled report, or clear it if you want to enable it later.
  9. Click Specify Recipients at the top of the page, or Next at the bottom of the page, to proceed to the last page of the wizard.
  10. Optionally, modify the recipients list.
    1. Add a recipient to the list by typing the recipient's email address into the Specify recipients text box and then clicking Add.
    2. Remove a recipient from the list by selecting the check box to the right of the recipient in the list and then clicking Delete.
  11. Optionally, click Preview to immediately generate an example report.

    The example report may include only a fraction of the specified reporting period, depending on the day that you request the preview.

  12. Click Save.

    Before saving, you can click Previous to return to the preceding pages of the wizard to review or change the settings in those pages. The options that you set previously will be retained while you have the wizard open until you change them, but they will not be saved for use until you click Save.