How to Receive Custom Reports via Email

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

1. Create an E-mail Server Profile
2. Go to Monitor > Manage Custom reports and 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
5. Commit the changes.

Each of the sections is described below.
 

1. Email Server Profile

Go to GUI: Device > Server Profiles > 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

 

 

2. Custom Reports

Go to GUI: 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

 

3. Report Group:

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

 

 

4. Email Scheduler:

Go to GUI: 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.

 

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