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Exporting and Importing Templates

You can export the view or report layout and widget definitions to a file. This is called a template. You can import the template from another server or from another administrator.

To export the view or report layout and widget definitions to a file, use the Export Template option

To download exported templates, click the link in the notification message. To view historical reports, views, and templates, go to Tasks > Archive.

To import the file from another server or from another administrator, use the Import Template option in the Catalog (new tab).

Scheduling a View or Report

To schedule a view or report, you need to define and edit it in SmartConsole.

To schedule a report:

  1. In SmartConsole, open the Logs & Monitor view.
  2. Click the + tab to open a new tab.
  3. Click Views or Reports.
  4. Select a view or a report.
  5. Select Actions > Schedule PDF or Schedule Excel.

    The Schedule page of the Export settings window opens.

  6. Define the recurrence pattern.
  7. Define the Period and Filter.
  8. Optional: Configure email settings to get the scheduled view or report automatically. Click Send by Email.

To edit your scheduled views and reports:

  1. In SmartConsole, open the Logs & Monitor view.
  2. Click the + tab to open a new tab.
  3. Select Tasks > Scheduled.