Scheduling a Report

Scheduling the reports will help you to generate recurring reports on a daily, weekly, or monthly basis in a CSV or PDF format over emails.

This chapter will cover the following sections:

Scheduling a report

To schedule a report, follow the given steps:

Login to Sectona and select PAM from the product navigator.
Go to Analytics and click on the Scheduler button placed at the top-right corner of the screen.
Click on + Add Another Schedule
Select CSV or PDF as a report format from the drop-down menu.
- Schedule Overview: Select the report you would like to schedule
- Recipient Email: Provide the email address of the person to whom scheduled reports must be sent.
- Scheduler: Select whether you want to schedule the report daily, weekly, or monthly. Here, the selection is applicable for a particular date, day of the week, or month.
- Select CSV or PDF as a report format.
- Scheduler: On which days and from when the report should be rolled out to the inbox.
- Scheduler basis: Select the Frequency by selecting Daily, week, or monthly basis.
- Initiate Schedule From: Provide the start date of the scheduler.
- Scheduler Time: Provide a specific time for scheduling the report. Here you can tick the ‘Any’ checkbox in case of available time.
- The Status slider is set to 'Active' by default.
- Click on the Save button.

Updating a scheduled report

To update a scheduled report, follow the below-recommended steps:

Login to Sectona and select PAM from the product navigator.
Go to Analytics and click on the Scheduler icon placed at the top-right corner of the screen.
You will be greeted with the screen with all the scheduled reports.
Click on the edit button of the report you want to update and modify the parameters.
Click on Update.

Viewing Consolidated Reports

All scheduled reports can be viewed under the Scheduler option. This helps to keep a record of all the scheduled reports in Sectona, hence providing information such as Report Name, Scheduled By, Scheduler Type, Status, and an Action button to View Trail.

To view consolidated reports on Sectona, follow the given steps:

Login to Sectona and select PAM from the product navigator.
Go to Analytics and click on the Scheduler button at the top-right corner of the screen.
You will then be able to view all the scheduled reports.

Deleting a scheduled report

To delete a scheduled report, follow the below-recommended steps:

Login to Sectona and select PAM from the product navigator.
Go to Analytics and click on the Scheduler button at the top-right corner of the screen.
You will be able to view all the scheduled reports.
You can either enter the name of the report you want to delete from the search bar or you may scroll to find it.
Click on the Option button at the far right to view a drop down list.
Click on the Delete and select Yes to confirm.

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