Schedule Report

You can schedule your custom-designed report to run whenever you want. Use this screen to review/edit existing scheduled report runs and to add or delete a scheduled report run.

To add a new scheduled report:

  1. Click Add New.

  2. Decide if you want to schedule a daily, weekly, or monthly report. 

  3. Configure the parameters described below.

  4. Click Save.

To run one or more reports right now, select them and click Run Now.

 

Parameter

Explanation

Schedule Name The name of the scheduled report run.
Report Name The name of the report. Reports are defined in the Custom report tab.
Start Date

The date when the report will run for the first time.

Recur every [X] days/weeks/months

How frequently Sentinel generates the report.

To File

Allows saving the report as one or more files:

  • Add a file location by typing an existing path and a file name (without an extension, which Sentinel adds automatically) and clicking Add Path.

  • Delete a path by selecting it and clicking Delete.

When the report runs, if the file name already exists, Sentinel does not overwrite it. Instead, Sentinel creates additional copies of the file, with today's date as part of the filename.

To Email

Allows sending a copy of the report to one or more email addresses:

  1. Add email addresses (one at a time) by typing an email address and clicking Add Mail.

  2. For the body of the email, type a short message in the text box, or enter a longer message by clicking Email message, typing the text, and clicking OK.

Delete an email address by selecting it and clicking Delete.

<frequency>

The day of the week or the months when the report will run.

Export Format

The available formats for the generated report.

An error icon displayed next to a scheduled report indicates that the report ran with errors. For example, it could not save a file in a folder or send an email.

To edit a scheduled report run, click the Edit button on the right of the schedule name.

To delete a scheduled report run, click the Delete button on the right of the schedule name.