Scheduled Reports

You can set up reports to generate automatically, and be sent to a folder location, an email or another Vasion user.

Create a New Scheduled Report

1. On the side navigation, click Scheduled Reports.
2. Click All Scheduled Reports.

3. Click New Scheduled Report on the top right corner of the page.

   

4. In the Untitled Scheduled Report page complete the following:
   1. Scheduled Report Name — enter the name for the scheduled report.
   2. Run on Machine — is the server or workstation you want to run the scheduled report on (On-Prem Only).
   3. Perform — the frequency for the scheduled job to run.
   4. Start Date — the date when the scheduled report process starts.

   5. Start Time — the time when the scheduled report process starts.

      

5. In the Build Scheduled Report section complete the following
   1. Report — use the drop-down to select the type of report you want to schedule.
   2. Output Type — use the drop-down to select the type of file to generate, PDF or CSV.
   3. Send to External Folder — check this box to configure an export folder for generating reports.
   4. Sent to Email Address — check this box to send the report to a specific email address.

   5. Send to Vasion — check this box to generate the report and store it in a  folder in Vasion.

      

6. Click on the Permissions tab to assign permission to view to users and user groups, if necessary.

   

7. Click Save.

Edit a Scheduled Report

You can edit an existing report by doing the following: