Views:

Use the Scheduled Reports screen to automatically generate reports on a user-defined schedule. When adding scheduled reports, specify whether to use custom or static templates.

  1. Go to Detections > Reports > Scheduled Reports.

    The Scheduled Reports screen appears.

  2. Click the Name of a scheduled report profile.

    The Edit Scheduled Report > Step 1: Contents screen appears.

  3. Type a name for the report in the Name field.
  4. (Optional) Type a description for the report in the Description field.
  5. In the Report Content section, select one of the following template types:

    • Custom Templates: Select one or more custom report templates.

      Note:

      Selecting multiple custom templates generates a single report that displays formatted data from all selected templates.

      For more information about creating custom report templates, see Adding or Editing Custom Templates.

    • Static Templates: Select one or more of the static templates provided by Trend Micro.

      1. Select a static template from the Report category drop-down.

      2. Select the data to display in the report and specify any corresponding parameters.

  6. Select the report generation format.

    • Custom template report formats:

      • Adobe PDF format (*.pdf)

      • HTML format (*.html)

      • XML format (*.xml)

      • CSV format (*.csv)

    • Static template report formats:

      • Adobe PDF format (*.pdf)

      • Microsoft Word format (*.docx)

      • Microsoft Excel format (*.xlsx)

  7. Click Next.

    The Edit Scheduled Report > Step 2: Targets screen appears.

  8. Specify targets using one of the following views.

    • Product Directory: Select the managed products or folders containing the managed products that provide the report information.

    • Tags and filters: Select up to 10 custom tags, filters, or important labels containing the users or endpoints that provide the report information.

      Note:

      • The Tags and filters view is only available for custom report templates.

      • Reports generated by a user account only include data from endpoints that the user account is authorized to view. If a user account selects a tag, filter, or importance label containing endpoints that the user account does not have permission to view, then the generated report excludes data from the unauthorized endpoints.

      • Editing a tag, filter, or importance label on the User/Endpoint Directory screen also modifies the corresponding tag, filter, or importance label used by log queries and reports. For example, if the an endpoint is removed from a custom filter on the User/Endpoint Directory screen, then log queries and generated reports that use the filter will exclude data from the removed endpoint.

  9. If the report contains data from a Network VirusWall Enforcer device, specify the clients from which the reports generate:

    • All clients: Generates reports from all Network VirusWall Enforcer devices

    • IP range: Generates reports from a specific IP address range

    • Segment: Generates reports from a specific network segment

  10. Click Next.

    The Edit Scheduled Report > Step 3: Frequency screen appears.

  11. Specify how often the reports generate:

    • Every 'n' days: Reports generate every 1 to 6 days, depending on your selection.

    • Weekly: Reports generate weekly on the specified day.

    • Bi-weekly: Reports generate every two weeks on the specified day.

    • Monthly: Reports generate monthly on the first, 5th, 10th, 15th, 20th, 25th, or the last day of the month.

  12. Specify the data range:

    • Reports include data up to the Start the schedule time specified below: This means that a report could have up to 23 hours more data contained in the report. While this has a small affect on weekly or monthly reports, this can make a "daily" report with almost two days worth of data depending on the Start schedule time.

    • Reports include data up to 23:59:59 of the previous day: This means that data collection for the report stops just before midnight. Reports will be an exact time period (example: Daily reports will be 24 hours) but will not contain the absolute latest data.

  13. Specify when the report schedule starts:

    • Immediately: The report schedule starts immediately after enabling the report.

    • Start on: The report schedule starts on the date and time specified in the accompanying fields.

    Tip:

    Click the calendar icon next to the mm/dd/yyyy field to use a dynamic calendar to specify the date range.

  14. Click Next.

    The Edit Scheduled Report > Step 4: Message Content and Recipients screen appears.

  15. (Optional) Email the report as an attachment to selected recipients.
    1. In the Subject field, type a title for the email message that contains the report.
    2. In the Message field, type a description about the report.
    3. Select Email the report as an attachment to send the report to selected recipients.
    4. Select contact groups or user accounts.
    5. Click >>.

      The selected contact groups or user accounts appear in the Recipient list.

  16. Click Finish.

    The Scheduled Reports screen appears and displays the newly added report generation task.

Parent topic: Scheduled Reports