Panorama PDF summary report of 1 week/month

[joao.borges]

Hello everyone,

I need a report as the one we can make in Monitor-Reports-PDF Summary Reports-predefined or other but with 1 week or 1 month results, here it just let me get information for 1 day.

Is there any way to do this?

In Manage custom reports i can get only 1 table of what I need, don't make sense that I need to run each individualy and put all in one PDF.

Best Regards,

João Borges

[kiwi · Accepted solution]

Hi @joao.borges ,

I believe the key is to use a Report Group, which acts as a "container" for all the individual sections you want to see in one document.

To avoid running each manually, you can follow these steps:

You don't have to start from scratch. You can use the "Predefined" templates you like and just change the timeframe.

• Go to Monitor > Manage Custom Reports.

• Click Add and then click Load Template to pick one of the predefined reports.

• Crucial Step: Check the Scheduled box. This unlocks the extended timeframes like Last 7 Days, 30 Days, or Calendar Month.

• Repeat this for every "table" or section you want in your final report.

Next you want to combine them in a "Report Group"

• Go to Monitor > PDF Reports > Report Groups.

• Click Add and give it a name (e.g., "Monthly Executive Summary").

• On the left, you will see your Custom Reports. Add all the reports you created to the right-hand column.

Once your group is ready you link your Report Group to an Email Profile and set the Recurrence to Weekly or Monthly.

Hope this helps,

[joao.borges]

Hi,

This works, but it's not what I wanted, because i can't run them when I want, just individualy.

Thanks 

It´s a thing that Palo Alto should work on to improve/optimize.

Best Regards,

João Borges