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How To Create Automated or Recurring Reports in the Service Desk - ITSM

This article lists the steps on how to configure a pre-generated report that is scheduled to be sent depending on the customer's preferred frequency.

First published date

3/14/2023 11:46 AM

Last published date

3/14/2023 11:46 AM

Product section

Service Desk

Cause

When a customer asks how to create reports that get sent regularly to specific groups or users.

Resolution

From the service desk homepage, go to Analytics > Reports and select the report template based on the data needed.

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  1. Generate the data for the particular report, then click Save as New and specify the Report Name, then click Save.
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  1. Once saved, click the menu button and select Schedule Report.

 
  1. From here, you can specify who will receive the report and the frequency of when the report is generated.



Related documentation: https://documentation.solarwinds.com/en/success_center/swsd/content/completeguidetoswsd/analytics-reports.htm