Adding a Scheduled Report

Important:

To add, edit or delete a scheduled report, you must have Admin role in Global Roles or Specific Service Roles.

  1. Go to Reports.
  2. In the Scheduled Reports section, click Add.

    The Schedule Report window appears.

  3. From the Type list, select the report type.

    • Security Report Summary

    • Threat Prevention Summary

  4. In the Schedule Name field, enter a name for the scheduled report.
  5. From the Period list, select the time frame to generate the report.

    • Last Day - The system generates the report for the previous day.

    • Last Week - The system generates the report for the last seven days.

    • Last Month - The system generates the report for the last 30 days.

    Note:

    The Period field is enabled only when the Recurrence is Weekly or Monthly.

  6. In the Send To section, configure recipient settings.

    1. From the Accounts list:

      • To send the security report only to the recipients of MSP account, select This account only.

        The report will include consolidated security events from both MSP account and all its child accounts.

      • To send the report to the recipients of all child accounts, select All child accounts.

        Each report will contain information specific to the individual child account.

        Note:

        This includes both existing and new child accounts.

      • To exclude recipients in some child accounts, select All child accounts except.

        From the Exclude accounts list, click + and select the child accounts you want to exclude.

      • To send the report to recipients of specific child accounts, select Specific child accounts.

        From the Include accounts list, click + and select the child accounts you want to include.

    2. From the Recipients per account list, click + and select the user roles of recipients in the account that receive the report.

      • Primary Admins - Users with Primary Administrator role in Global Roles in the selected account.

      • Tenant Admins - Users with Admin role in Global Roles or in Specific Service Roles in the selected account.

      • Read-Only - Users with Read-Only role in Global Roles or in Specific Service Roles in the selected account.

        Note:

        If the account does not have any users with the selected role, the system will not send the report.

    3. To send the report to specific users in the MSP account:

      1. Click Add specific recipients.

      2. Click + and add the recipients.

        These MSP users will receive the security reports of all the child accounts configured in Accounts.

  7. In the Recurrence section, configure how often the report is sent.

    1. Select the frequency to send the report:

      • Daily

      • Weekly (You can select multiple days)

      • Monthly (You can select multiple dates)

    2. Under Export at, select the time to send the report.

      Note:

      The timezone is the local timezone of the administrator who scheduled the report.

  8. Click Save.

    The system sends the report in PDF format to the email addresses of the selected account admins or users.