Reporting Automation

Reporting automation

This section allows you to configure up to 5 reports that will be automatically generated and sent by email. Each line in the list is a reporting automation configuration.

Zoom:

Accessing your reporting automation settings

1. Click on "Configuration" at the top of the screen.
2. Then select "Settings".
3. From the drop-down menu options select "Reporting automation".

Create a reporting automation

1. Click on "add a new report" at the bottom of your screen.
2. Select the report to send under "Report to generate".
3. Select the desired format (PDF, XLS, CSV, TSV)
4. Select when to send the report under "When".
5. If you select the "At the end of the day" option you will also need to select the sending day(s).
6. Enter the email address of the recipients who will receive the reports. 
7. Save the changes by clicking on the blue "Save reports" button.

Edit an existing reporting automation

1. Locate the desired report in the list.
2. Edit the desired parameters:
3. Report to generate
4. When?
5. Filter by tag: tags must be configured beforehand for a device or device configuration.
6. Send the report to <email address>, it is possible to add several email addresses separated by commas. 
7. Actions: allow to pause or delete a reporting automation.