Report Scheduling

Avanan allows you to schedule the Security Checkup reports and send them to specific internal and external recipients.

To view the Report Scheduling page, go to Analytics > Report Scheduling.

Configuring a Report Schedule

To configure a report schedule:

  1. Go to Analytics > Report Scheduling.
  2. Click Create Schedule.
  3. Enter the required Schedule Name.
  4. For Recurrence, select when you need to schedule the report.
    • Every week
      • Select the week day.
    • Every month
      • To schedule the report for a specific week of every month:
        1. Select the week of the month (on first, on second, on third, on fourth, on last).
        2. Select the week day.
      • To schedule the report for a specific day of every month:
        1. Select on specific day.
        2. Enter the specific date (1st to 28th) of the month.
      • To schedule the report for the last day of every month, select last day.
  5. For Delivery Time, select the required time and time zone.
  6. For Report Period, select the period over which the report has to be generated (Last week, Last month).
  7. For Recipients, enter the email addresses of users to whom the report has to be sent.
  8. To add the Avanan Portal tenant name to the email subject of the report, select the Add portal name to email subject checkbox.
  9. Click Save.

Default Weekly Report

By default, the Default weekly report is configured to send the Security Checkup report to all the administrators in your organization.

By default, the report has these values.

  • Schedule Name - Default weekly report
  • Report Period - Last week
  • Recipients - All administrators

Note - The Security Checkup report is sent to all the administrators with Receive Periodic Reports checkbox enabled under Configuration > User Management.

The Default weekly report schedule appears as the first row of the Report Scheduling table.

To edit the report schedule, click on the vertical ellipses icon (in the right side of the scheduled report row) and select Edit. For more information on how to schedule a report, see Configuring a Report Schedule.

Sending a Scheduled Report Immediately

After you schedule a report, if needed, you can send the scheduled report immediately.

To send a scheduled report immediately:

  1. Go to Analytics > Report Scheduling.
  2. Click on the vertical ellipses icon (on the right side of the scheduled report row) and select Run now.
    Avanan generates the report immediately and sends it to the configured recipients.
  3. In the confirmation pop-up that appears, click Yes.

Editing a Report Schedule

To edit a report schedule:

  1. Go to Analytics > Report Scheduling.
  2. Click on the vertical ellipses icon (on the right side of the scheduled report row) and select Edit.
  3. Make the required changes and click Save.

Deleting a Report Schedule

To delete a report schedule:

  1. Go to Analytics > Report Scheduling.
  2. Click on the vertical ellipses icon (on one right side of the scheduled report row) and select Delete.
  3. In the confirmation pop-up that appears, click Yes.