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    Scheduled Reports

    Set up automated report delivery.

    Overview

    Automate report generation and delivery to keep stakeholders informed without manual effort.

    Step 1: Create Scheduled Report

    1. Navigate to Reports → Scheduled Reports
    2. Click "Create Schedule"
    3. Select report type
    4. Configure report parameters

    Step 2: Set Schedule

    1. Choose frequency (daily, weekly, monthly)
    2. Select day and time for delivery
    3. Set timezone for scheduling
    4. Choose date range (e.g., "last 7 days")

    Step 3: Configure Delivery

    1. Add email recipients
    2. Choose file format (PDF, Excel)
    3. Customise email subject and message
    4. Enable or disable attachments

    Step 4: Review and Activate

    1. Preview the scheduled report
    2. Send a test delivery
    3. Activate the schedule
    4. Monitor delivery status

    Common Schedules

    • Weekly Executive Summary: Monday 8am to leadership
    • Daily Alert Digest: Daily 7am to security team
    • Monthly Compliance: 1st of month to compliance
    • Quarterly Board Report: End of quarter to execs

    Managing Schedules

    • View all active schedules in one place
    • Edit or pause schedules as needed
    • View delivery history and status
    • Troubleshoot failed deliveries

    Related Guides

    Generating Security Reports

    Create comprehensive security reports for stakeholders.

    Custom Dashboards

    Build personalised dashboards to track key metrics.

    Need more help?

    Our support team is here to assist you with any questions.

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