How to Receive Custom Reports via Email

by ppatel on ‎09-24-2012 12:56 AM - edited on ‎08-24-2015 04:00 PM by (9,966 Views)

To receive notification via email about custom reports, do the following:

  1. Create E-mail Server Profile
  2. Go to Monitor > Custom reports to set report settings
  3. Go to Monitor > PDF Reports > Report Groups, to add the custom report to the report group
  4. Go to Monitor > PDF reports > Email Scheduler for recurrence settings

 

Email Server Profile

Go to Device > Server Profile > Email, Click Add and complete the required information (see example):

  • Name: Enter a name for the email settings
  • Server: Enter a name to identify the server (1-31 characters)
  • Display name: Email Server
  • From: Enter the From email address
  • To: Enter the email address of the recipient
  • Cc: Optionally, enter the email address of another recipient
  • Gateway: Enter the IP address or host name of the Simple Mail Transport Protocol

 

email-server-profile.png

 

Custom Reports

Go to Monitor > Manage Custom Reports  and complete the required information (see example):

  • Name: Enter a name for the custom report
  • Database: Choose the database to use as the data source
  • Scheduled: Enable this option
  • Time Frame: Choose a fixed time frame
  • Select the columns that need to appear in the custom report
  • Set the query builder, if necessary

custom-report.PNG

 

Report Group

Go to Monitor > PDF Reports > Report group and add the custom report to the Report group (see example):

 

report-group.PNG

 

Email Scheduler

Go to Monitor > PDF reports > Email Scheduler and complete the required information.

  • Name: Enter a name for the email scheduler profile.
  • Choose the report group and email profile created from the above steps.
  • Set the recurrence event according to the requirement.

email-scheduler.PNG

 

Commit the configurations. The custom reports are mailed to you, depending upon the preferences set.

 

owner: ppatel

 

 

Comments
by LeandroBarbosa
on ‎06-09-2015 02:40 AM

My report generated by panorama dont't appear top 25 users, the result appear with 127 pages without summary.

by LeandroBarbosa
on ‎06-09-2015 05:30 AM
by CBP-Network-Admin
on ‎08-28-2017 08:12 AM

Would be nice to be able to add a subject to the email sent by the email scheduler job.

by SewellM
3 weeks ago

Would be even better to add a Time or send report on demand button.

by
3 weeks ago

@SewellM If you reach out to your local sales team, they can add your request to an FR (Feature Request) so it can be considered by our engineering team to be added to a future release.

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