Web Security Service

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Schedule Report Generation

If personnel in your company are required to see the same
Web Security Service
 report on a periodic basis, schedule when the reports generate and configure the service to save the file or e-mail it.
You can generate the report in one of three formats:
  • PDF
    —Opens with Adobe Acrobat/Reader.
  • CSV
    —Comma-delineated file that opens with a compatible spreadsheet application (such as Excel).
    If the generated report begins with incorrect characters—for example:
    Category
    —switch to the
    CSV (Raw)
     format.
  • XML
    —Exports report data in standard XML format to be opened by external applications.

Procedure

  1. Navigate
    Report Center
    .
  2. Two locations provide access to the scheduler:
    • Individual report pages—click the
      Schedule
       icon.
    • The
      Report Center
       and
      Reports
       links—select
      Schedule
       from the
      Actions
       drop-down lists.
      Schedule Report 1
  3. Specify the schedule.
    Schedule Report 2
    1. Select the
      Format
       that the report saves as
      PDF
      ,
      CSV
       or
      CSV (Raw)
      , or
      XML
      .
    2. Select the
      Action
       to take when the report generates:
      • Archive report to server
        —The
        WSS
         saves the generated report and displays it in the
        Recent Archived Reports
         area on all
        Reports
         link tabs.
      • Send report by email
        —The
        WSS
         generates the report and sends it to the specified recipient(s). This is an effective way to send targeted information to different personnel who are responsible for managing or monitoring specific information.
    3. Select the number of
      Rows
      . If using the
      E-mail
       action, consider size limitations of the recipient's inbox.
    4. Specify when and how often the report generates.
      • Select the
        Frequency
        :
        Daily
        ,
        Weekly
        , or
        Monthly
        .
      • Select the
        Run Time
        , which is the hour of the day.
      • Select a
        Run Day
         option to specify on which day, in conjunction with the
        Frequency
        , the report runs (this option does not display if the
        Frequency
         is
        Daily
        ).
        • If you set the
          Frequency
           to
          Weekly
          , select a day of the week.
        • If you set the
          Frequency
           to
          Monthly
          , select the
          First Day
           or
          Last Day
           of the month or a
          Custom
           day.
          Important:
           If you select the
          Last Day
           option, the report runs on the final day of month regardless of the number of days. For example, February 28th or July 31st. If you require a strict 30-day interval for the data, see the next option.
    5. Select a
      Date Filter
      . The
      Previous
       option changes to match the
      Frequency
       selection. The
      All dates
       option generates the report using the date filter that is applied to that report.
    6. Accept the default
      Description
       or enter a custom one.
    7. Click
      Schedule
      .