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Home > Success Center > Storage Manager (STM) > SRM Profiler Administrator Guide > Using reports and schedules > Schedule a report

Schedule a report

Updated: June 16, 2017

Use the Report Scheduler to schedule a report:

  1. Click the Schedule icon in the Report List.

    File:Success_Center/Reusable_content_-_InfoDev/SRM_Profiler/Scheduling_a_report/03000068.png

  2. This action shows a list of available schedules and the reports assigned to each schedule. You can also schedule reports directly from the Schedule List page.
  3. Create a new schedule to assign this report to by clicking the New Schedule icon. This will take you to the Create Schedule page.
  4. To assign this report to an existing schedule, click the Add icon for that schedule. This brings up the Create Scheduled Report page.
  5. To create or edit a schedule, choose the frequency and time of day you want the report to run.

Summary of options:

  • Frequency: Daily, Weekly (pick one or more days), or Monthly (choose the 1st, 15th or the Last Day of the Month)
  • Time To Run: The time at which to execute the Report
  • Recipients: Select the users who will be notified when this report is run. The users listed are SRM Profiler users. You can add external email addresses as well.
  • Reports: Scheduled Reports assigned to this Schedule
  • Publish: How you want to publish the report when it is executed.
  • Email Report: Send the report in an email to all recipients
  • Publish Report (Overwrite): Outputs to the same file name every time report is executed
  • Publish Report (Do Not Overwrite): Outputs to a file name plus a time stamp each time the report is executed
  • Email: Choose whether all reports should be sent in one email, or broken up into individual emails.
  • Name: The name of the schedule

Published reports can be redirected to another location like Sharepoint, UNC etc., with the ‚'Target' option available in the Edit Schedule page. For this users must have full access to the share to which the reports are to be redirected to. You must provide an email address to publish to a share.

Report schedule list

Clicking on the Report Schedules icon under the Reports folder in the Tree Menu brings up the Report Schedules List page.

Here you can see a list of all schedules, what reports are assigned to each schedule, the schedule frequency and the next run time.

Export report data

You can export the data from the report in several ways.

  • Email the report in HTML format.
  • CSV output, with the following additional choices.

When the second browser window opens, the report has the following features:

  • Click a column header to sort
  • Click a chart icon to chart that column
  • The header will scroll up and down with you
  • Totals at the bottom for that page
  • Pagination for multiple pages of data
  • The ability to email the report
  • The ability to close the report

Remember, users can only see devices that are in the same groups as the user. If a user is restricted to just Windows devices then the Enterprise reports visible to the user will contain information about Windows only, not Solaris. If there is no data for the report or the user does not have the permissions to see available data, the report displays: 'There is no data for this report'.

 
Last modified
11:17, 26 Jun 2017

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