You can create schedules that automatically generate and email reports to specific users on a recurring basis.
Only users who either created the report schedule or who have ownership of the report schedule can edit, disable, or delete the report schedule.
If you want to send a report to an executive or someone who does not want to open a separate attachment, you can embed the report in an email body. Only the first 250 rows of each table appear in reports that are embedded in an email. These shorter tables provide a high-level summary of the information and improve readability. The row restriction also guarantees that the email remains a reasonable size for most inboxes.
For reports embedded in an email body, you can increase the maximum number of rows that appear in each table using an additional setting. For instructions, see Configuring the Number of Rows for Reports That are Embedded in Emails.
Procedure
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Log on to the Cloud Services Portal.
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From the Command Center navigation pane, go to Monitor > Reports.
The Reports page appears.
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Click a report.
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At the top of the page, click the action button > Schedule.
The Create Schedule dialog box appears.
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In the Name box, type a name for the scheduled report.
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Beside Format, select an output format for the report:
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PDF
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HTML
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CSV
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Email body
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To compress the report attachment, click Compress attachment check box.
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To send individual emails, click Send individual emails check box.
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To specify a custom name, type a name under Report custom name.
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Click Next.
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In the Users to notify box, specify the user or user group name for which the schedule will be triggered.
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In the Email Recipients box, enter the email addresses for the users who you want to email the report to.
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Click Next.
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To specify the frequency, select the frequency for generating and sending reports, such as Daily, Weekly, or Monthly.
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In the Time box, type the time of day that you want reports to generate.
Schedules run according to the time zone that is set for the CommServe computer that hosts the Reports. For example, if your computer is set to a different time zone than the CommServe computer, then the report schedule runs according to the CommServe computer's time zone.
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Click Submit.
The report appears in the Existing Schedules list.
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Click Close.