To setup Scheduled Reporting go to the Menu and Select Reporting -> Scheduled Reports. Click on Create new Report. You can create as many scheduled reports as you would like in the system.
Once you click on Create new Report you will see the options below:
Scheduled Report Name: This field becomes the subject of the email that is to be sent.
Scheduled Report Logo: You can optionally add a logo onto the report. If you would like to configure your logo once and have it auto apply to all reports you can do this in the Configuration -> Branding Settings menu.
Recipients: In this section type in the email address of the person(s) who will receive the report.
From Address: This can be used to send the report from your own email address as opposed to our default Backup Radar one which sends from email@example.com. To configure your own email address go to the Menu and Select Configuration -> Email Settings.
Custom Email Message: This is optional and you can input a message into the body of the email for your customer.
Report Type: Select one or more reports to schedule. You can schedule multiple reports to be sent in the same email.
Report Filters allow you to filter down the data that you want to show up on the report. If you leave fields blank such as Company the system will put all company data in the report.
The option check boxes below are options for the backup report you selected.
Here are the more common options and what they do:
Landscape: This will send the report in Landscape format in PDF.
Days since last success: This will include the days since last success in a number format like you see on the Audit Screen.
Show Ticket Number: If you utilize our PSA integration you can show the ticket number associated with the backup on the report.
Use Another Color for No Result: This will show no results in the familiar blue color. If you leave this option unchecked it will just show it as a failure on the report.
Excel Format: This will send the report in Excel format. The Weekly report is a very good one to send in Excel format.
Set your Time Zone
Schedule Delivery: Set the first date the report should begin sending.
Send Time: What time each day the report should send.
Schedules: By default we have four schedules shown below.
Daily - Will send a report each day.
Weekly - Will send the report once a week.
Monthly - Will send an entire previous month of data.
Last 30 Days - Will send the previous 30 days of data.
Days of the Week:
If those four schedules do not work and you would like to send the report on specific days of the week you can select those using the Days of the Week option.
You can create as many scheduled reports as you would like. If after you create one you want to copy it to a new report you can do so using the Copy option shown below. This is useful if you need to create a lot of customer reports and only need to change the customer name on the report.