Schedule a Report

With scheduled reports, you select filters for the report before you run the Schedule wizard. When scheduling a report, select filters so that you receive only the data that you want and that your reports don't exceed the limit of 10,000 rows.

You want your scheduled report to be digestible and actionable by recipients. If you don't add filters, the report will apply to all traffic types across your environment and may contain too much data for the recipient.

Note: Once scheduled, if you do not receive the report, check the spam filter at your mail server gateway—whether it is hosted locally or hosted in the cloud. It's likely that the email was quarantined at that level.

Prerequisites

Full Admin user role. For more information, see Manage Accounts.

Procedure

Navigate to Monitor > Reports .
Select a report. For a list of schedulable reports, see Schedule Reports.
Select filters for the report.
Click Schedule.
In the Schedule Report windo6 , review filters and click Continue.

Select time parameters to set when and how often you want this report sent to recipients. Click Continue.
For each time period, you can specify a time and range within that time period.

The time of delivery defaults to the logged-in user's Umbrella's timezone, but if recipients are in different time zones, you can configure them to receive reports during their work hours. If the recipient is an administrator or helpdesk staff expected to take action on information in the report, we recommend setting up a second report with the delivery time adjusted for the recipient's region.

Note: Attempting to schedule a report for a time on the current day, regardless of whether the report is scheduled in the future from the current time on that same day, results in the report being scheduled on the next day at the earliest for weekly and monthly frequencies.

Give your report a good descriptive name, add email addresses for recipients of this report, and click Save.
Enter as many recipients as you like separating addresses with commas or semicolons.

Your newly scheduled report is listed at Monitor > Management > Scheduled Reports.
You can update this schedule at any time. For more information, see Update a Scheduled Report.

Check Your Spam Folder

Secure Access uses SparkPost to deliver email. Some mail filters, either at the local level or even at a transport layer (for example, an ISP) may block communications from SparkPost as marketing-related spam. If you do not receive your scheduled reports, check the spam filter at your mail server gateway. Whether your mail server gateway is hosted locally or in the cloud, it's likely the email was quarantined at that level.

Unsubscribe From a Scheduled Report

On the bottom of the email, click Unsubscribe.

Report Scheduling < Schedule a Report > Update a Scheduled Report