Manage scheduled reports

You can schedule reports to be automatically generated, and then sent to an email recipient or saved to a file location. When you save the report to a location, you enable third-party systems to fetch and import data about the computers, applications, and licenses in your environment.

Automatically generated reports can be saved in CSV, PDF, XLS/XLSX, or XML format.

Schedule automatic generation of a report

caution

A scheduled generation of a report is associated with the user account that set it up. If that user account is deleted from Snow License Manager, the schedule will also be deleted.

1. In the All reports view, select the Schedule  icon next to the report you want to schedule.

   The Schedule report dialog box appears.

2. Optionally, change the Name and Description of the scheduled report.

3. Select the output file format from the Type list, how often you want to generate a report under Recurrence, and when during the day from the Time list.

4. Select email or Disk under Delivery.

   Enter the email address where the report should be sent, or the pathname where it should be stored.

5. Check the Active checkbox to activate the schedule, or leave it cleared if you want to activate it later.

   note

   As long as the Active checkbox is cleared, no scheduled reports will be created according to your settings.

6. Select Save.

Show scheduled reports

1. On the Reports category, select Scheduled reports.

2. A list of all scheduled reports will appear, showing the name, type of export (email or disk), when the next export is due, and when the most recent export was carried out.

   note

   Next export will be empty if the report is not Active, and Latest report will be empty if the scheduled report has never run.

Edit scheduled reports

1. On the Reports category, select Scheduled reports.

2. In the list of scheduled reports, select the Schedule icon next to the report you want to edit.

3. Make your changes, and then select Save

Delete scheduled reports

When you delete a scheduled report, you deactivate the scheduling and remove the configuration from your system

1. On the Reports category, select Scheduled reports.

2. In the list of scheduled reports, select the Delete icon next to the report you want to delete.

3. Select OK to confirm.