Create Report Schedule 

To create a schedule through the Dashboard tab or Report Schedule, perform the following steps

  1. From the Dashboard, click the Tools Tools menu menu and click Report Scheduling.
    report scheduling option from dashboard setting


    From the Report Schedule, search and select the Dashboard from All Schedules, My Schedule, or Non Schedule dashboard lists.

    Dashboard schedules option in the Report Schedule tab.

  2. Click Create Schedule and provide the name in the Report Name field. The Report Name can include alpha-numeric characters, underscore(_), hyphen (-), single quotation mark ('), and round brackets(). 

    Sample Report NameWindows assets - (2023)_'march'

  3. Select the required orientation between Portrait or Landscape for PDF output.
  4. Select occurrence to run the schedule. Here, three options are given to run the report schedule 
    • Run Now- Select Run Now option to run the report once.

      You can create up to five Run Now schedules for dashboard reports. These reports will contain widgets only for TP or VMDR applications. 

      run now
    • Single occurrence- Select the Single Occurrence option to run a report on a specific date and time.

      single occurence
    • Recurring- Select the Recurring option to run the schedule recurrently for a specific duration. The report can be scheduled Daily, Weekly, or Monthly.
      • Daily: Select this option if you want the dashboard to report daily at a specific date and time. 
      • Weekly: Select this option if you want the dashboard report on a specific day(s) of the week. 
      • Monthly: Select this option based on the date of the month or day of the week.
      recurring schedule
    If you select the Start Time that is previous to the current time, the Schedule report for Daily, Weekly, or Monthly recurring options will also be triggered for that day and time. 

    For Example: Assume your current date is 24th February and the time is 10:00 PM. Thus, the Start Date is by default shown as 24th February. If you change the Start Time to 8:00 PM for the Recurring option Daily, the Schedule report will also be triggered for 24th February.

  5. From the Timezone Settings drop-down, select the timezone for dates to include in the report.
  6. Enter RecipientsSubject, and Custom Message to send the dashboard reports. The Subject and Custom Message field can include alpha-numeric, underscore(_), hyphen(-), slash(/), series of single dots(...), number sign(#), round brackets(), ampersand(&), semi-colon(;), comma(,), dollar($), and curly brackets({}).

    For Example: Subject: Nume1rical_widget-2023...

  7. Click Create.

    recurring schedule settings

  8. A notification at the top right corner of the screen notifies once the dashboard report is successfully created. 
  9. The created report is listed on the Reporting Schedule page. The following screenshot displays a sample schedule queued report:

    reporting schedule list



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