Scheduled Reports Parent topic

Use scheduled reports to automate report generation. IMSVA provides daily, weekly, and monthly reports.

Configuring Scheduled Reports Parent topic

Scheduled reports generate automatically according to the schedules you configure.

Procedure

  1. Go to Reports → Settings.
    The Scheduled Report Settings screen appears.
  2. Click the Settings link for one of the following report types:
    • Daily reports
    • Weekly reports
    • Monthly reports
    The report settings screen appears (example: Daily Report Settings).
  3. Configure the report settings.
    For report options, see Generating Reports.
    Note
    Note
    When configuring monthly report settings, if you choose to generate the report on the 29th, 30th, or 31st day, IMSVA will generate the report on the last day of the month for months with fewer days. For example, if you select 31, IMSVA will generate the report on the 28th (or 29th) in February, and on the 30th in April, June, September, and November.
  4. Click Save.
    The report status changes.
  5. Specify the number for each type of report that you would like to retain.
  6. Click Save.
  7. Go to Reports → Scheduled Reports.
    The Archived Scheduled Reports screen appears.
    Note
    Note
    The report has not generated yet.
  8. After the report generates, see Accessing Scheduled Reports for available report options.

Accessing Scheduled Reports Parent topic

Procedure

  1. Go to Reports → Scheduled Reports from the menu.
    The Schedule Reports screen appears.
  2. Select a tab that corresponds to the generation frequency.
    • Daily
    • Weekly
    • Monthly
  3. For available report options, see Using Scheduled Reports.

Using Scheduled Reports Parent topic

Go to Reports → Scheduled Reports and then open either the Daily, Weekly, or Monthly tab.

Procedure

  • To view the report, click one of the following formats under Output:
    • HTML: Opens the report in another browser window.
    • CSV: Saves the report to a comma-separated value file that you can open with a spreadsheet application.
  • To change the display, do one of the following:
    • If too many items appear on the list, click the arrow buttons on top of the list to move to the next page.
    • To change the number of items that appears in the list at a time, select a new display value from the drop-down box at the bottom of the table.
  • To delete a report, select the check box next to it and click Delete.
  • To send a report through email, select the check box next to it and click Email.