Schedule a health status report

You can create and schedule a health status report to run at a future date and time. Each report is also automatically saved to the list of reports in the Reports view.

Note If you want to create a report and run it immediately, see Generate a health status report immediately.

  1. Click Admin > Reports. The Reports view appears.
  2. Click New Report. The Create new report dialog appears.
  3. Provide the following report information:
    • Report name: Enter a name for the report.
    • Report description: Enter a brief description for the report.
    • Include the following reports: Select account- and device-level report types. See Health status report types for information about the report types.
      • Account: Select one or more account-level report types to include in the report.
      • Device: Select one or more device-level report types to include in the report.
    • Select a device: For device reports, select the device for the reports.
  4. Click Run Later.
  5. Select a run interval. The time is on a 24-hour clock.
    • Day: Run the report daily at the specified time.
    • Week: Run the report weekly on the specified weekday and time.
    • Month: Run the report monthly on the specified day and time.
  6. Select the time range for the report data. By default, the time range is the same as the selected run interval:
    • Day: Include the current day.
    • Week: Include the current week.
    • Month: Include the current month.
  7. Specify send options for the report:
    • Subject: Enter a subject line for the emailed report. By default, the subject is the user-specified report name.
    • Text: Enter text to include on the report. By default, the text includes the user-specified report name and description, along with the specified date and time the report is generated.
    • To: Enter one or more recipients to whom you want to send the report:
      • To add a recipient, enter a valid email address and click + .
      • To remove a recipient, click x next the recipient you want to remove.
  8. Complete the report:
    • Click Save Report to save the report without running the report. The report is included in the list of reports in the Reports view, and can be run at any time.
    • Click Save and Schedule Report to save the report, run the report per the specified schedule, and email a copy of the PDF report to all recipients. The report is included in the list of reports in the Reports view, and can be run at any time.