See below for creating report schedules.
To create a report schedule
- Log in as an administrator with either:
- The global_admin role.
- A <user_defined> role with permission to create reports.
- Go to Report > Report Schedules.
- Click Create to configure the following settings.
Enabled
Yes if the report schedule is active;
No otherwise.
Associated Report
The report you want to schedule. See Designer for now to manage reports.
Schedule Name
The name of the report schedule.
Description
A brief description of the report schedule.
Report Format
The file format for the generated report (CSV, PDF, Microsoft Excel, Microsoft Word).
Send report only when there are reports
Whether to send a report when there is nothing to report. Mark the checkbox if you don't want Certificate Hub to send empty reports.
Effective End Date
The end date for the report generation and sending (if any).
Repeat
The schedule for the report generation and sending.
Recipients
The email addresses of the report recipients. The email selection dialog includes all the addresses in the Address Book.
If a recipient changes his email address in the Address Book after creating the report, edit the report and select the new email address. The Edit dialog warns of these changes displaying the old addresses of the recipients you must reselect.