{"id":2467,"date":"2025-07-02T13:12:31","date_gmt":"2025-07-02T13:12:31","guid":{"rendered":"https:\/\/zecurit.com\/help\/?post_type=docs&#038;p=2467"},"modified":"2025-07-03T07:39:26","modified_gmt":"2025-07-03T07:39:26","slug":"scheduled-reports","status":"publish","type":"docs","link":"https:\/\/zecurit.com\/help\/asset-management\/reports-analytics\/scheduled-reports\/","title":{"rendered":"Scheduled Reports"},"content":{"rendered":"\n<p>Zecurit&#8217;s <strong>Scheduled Reports<\/strong> feature allows you to automatically generate and deliver multiple pre-built reports to specific email recipients. This is ideal for routine reporting, audit preparation, license usage tracking and keeping stakeholders informed without manual effort.<\/p>\n\n\n\n<p>This guide will walk you through creating a new scheduled report, explain the available configuration options, and provide best practices for using this feature.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Key Capabilities<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Schedule <strong>one or more reports<\/strong> to run on a recurring basis<\/li>\n\n\n\n<li>Customize delivery frequency: <strong>daily, weekly, or monthly<\/strong><\/li>\n\n\n\n<li>Choose output format: <strong>PDF<\/strong>, <strong>XLSX<\/strong>, or <strong>CSV<\/strong><\/li>\n\n\n\n<li>Apply <strong>data protection settings<\/strong> (mask\/remove personal data)<\/li>\n\n\n\n<li>Send reports securely to specified <strong>email recipients<\/strong><\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">How to Create a Scheduled Report<\/h2>\n\n\n\n<p>Navigate to:<\/p>\n\n\n\n<p><strong>Reports \u2192 Scheduled Reports \u2192 New Schedule Report<\/strong><\/p>\n\n\n\n<p>You\u2019ll see a configuration form with two main sections: <strong>Scheduler Details<\/strong> and <strong>Report Details<\/strong>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">1. Scheduler Details<\/h3>\n\n\n\n<p>This section controls the schedule and how your report will be delivered.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Scheduler Name<\/strong>: Give your schedule a clear name, like &#8220;Weekly Security Audit,&#8221; to easily identify it later.<\/li>\n\n\n\n<li><strong>Start Date<\/strong>: Pick the date for your first report generation.<\/li>\n\n\n\n<li><strong>Time Zone<\/strong>: Select your preferred time zone for the report&#8217;s execution.<\/li>\n\n\n\n<li><strong>Frequency<\/strong>: Decide how often the report should run: <strong>Daily<\/strong>, <strong>Weekly<\/strong>, or <strong>Monthly<\/strong>.<ul><li><strong>Daily Options<\/strong>:<ul><li><strong>Repeat<\/strong>: Choose &#8220;Everyday&#8221; or &#8220;Alternate Days.&#8221;<\/li><\/ul><\/li><li><strong>Weekly Options<\/strong>:<ul><li><strong>Repeat On<\/strong>: Select one or more weekdays (e.g., Mon, Wed, Fri).<\/li><\/ul><\/li><li><strong>Monthly Options<\/strong>:<ul><li><strong>Repeat In<\/strong>: Choose specific months (e.g., Jan, Apr, Dec).<\/li><li><strong>Perform<\/strong>: Decide between a &#8220;Day&#8221; (e.g., 15th of the month) or a &#8220;Week&#8221; occurrence pattern (e.g., 1st Sunday, 2nd Monday).<\/li><\/ul><\/li><\/ul>These options allow for highly customized scheduling patterns that can align perfectly with your internal reporting calendar.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">2. Report Details<\/h3>\n\n\n\n<p>This section lets you pick which reports to include and their format.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Select Reports<\/strong>: Choose one or more pre-built reports from any category, such as Security Reports or License Reports.<\/li>\n\n\n\n<li><strong>Report File Type<\/strong>: Select the output format: <strong>PDF<\/strong>, <strong>XLSX<\/strong>, or <strong>CSV<\/strong>.<\/li>\n\n\n\n<li><strong>Password Protection<\/strong>: Enable this for extra privacy and compliance, especially when handling personal data.<ul><li><strong>Personal Data<\/strong>: Include all data as-is.<\/li><li><strong>Retain<\/strong>: Keep identifiers like usernames but redact sensitive fields.<\/li><li><strong>Mask<\/strong>: Obfuscate fields such as email addresses or usernames.<\/li><li><strong>Remove<\/strong>: Strip personal data completely from the report.<\/li><\/ul>For compliance reasons (e.g., GDPR, HIPAA), you might want to mask or remove sensitive data before sharing.<\/li>\n\n\n\n<li><strong>Email Address<\/strong>: Enter one or more recipient email addresses, separated by commas, who will receive the report file.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Report Delivery via Email<\/h2>\n\n\n\n<p>Scheduled reports are delivered via email to specified recipients.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Small Reports (&lt;10 MB):<\/strong> Sent directly as attachments (PDF, XLSX, or CSV).<\/li>\n\n\n\n<li><strong>Large Reports (>10 MB):<\/strong> Delivered as a <strong>secure download link<\/strong>.<\/li>\n\n\n\n<li><strong>Delivery Time:<\/strong> Reports are sent based on the configured time zone and schedule.<\/li>\n<\/ul>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>Ensure recipient email addresses are valid and not blocked by spam filters or attachment size limits.<\/p>\n<\/blockquote>\n\n\n\n<h2 class=\"wp-block-heading\">Cleanup Policy<\/h2>\n\n\n\n<p>To manage storage and security, Zecurit automatically cleans up generated report files:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The default retention period is <strong>7 days<\/strong> from the generation date.<\/li>\n\n\n\n<li>Reports with download links are automatically deleted after this expiry.<\/li>\n\n\n\n<li>Currently, report cleanup is managed internally. Make sure to download and store important reports promptly.<\/li>\n<\/ul>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>Once expired, reports cannot be retrieved from the system.<\/p>\n<\/blockquote>\n\n\n\n<h2 class=\"wp-block-heading\">Access &amp; Permissions<\/h2>\n\n\n\n<p>Access to <strong>Scheduled Report creation and management<\/strong> is role-based:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Only users with <strong>report privileges<\/strong> (e.g., Admins, Report Managers) can create, edit, or delete schedules.<\/li>\n\n\n\n<li>Email recipients do <strong>not need Zecurit accounts<\/strong> to receive reports.<\/li>\n<\/ul>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>This ensures flexibility while maintaining access control within the portal.<\/p>\n<\/blockquote>\n\n\n\n<h2 class=\"wp-block-heading\">Best Practices<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Use <strong>separate schedules<\/strong> for security and compliance teams to ensure each team receives only relevant reports.<\/li>\n\n\n\n<li>Choose <strong>XLSX or CSV<\/strong> if you plan to import report data into BI tools or spreadsheets for further analysis.<\/li>\n\n\n\n<li><strong>Mask or remove personal data<\/strong> for audit recipients outside of your IT department to protect sensitive information.<\/li>\n\n\n\n<li><strong>Name schedules clearly<\/strong> for easy tracking, for example, &#8220;Monthly License Review \u2013 Finance.&#8221;<\/li>\n\n\n\n<li><strong>Regularly review and clean up<\/strong> old or unused schedules to prevent redundant emails and maintain an organized system.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Managing Scheduled Reports<\/h2>\n\n\n\n<p>On the Scheduled Reports list page, you can:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>View all <strong>active and past schedules<\/strong>.<\/li>\n\n\n\n<li><strong>Edit or update<\/strong> report frequency, recipient emails, or file type.<\/li>\n\n\n\n<li><strong>Pause or delete<\/strong> unused schedules.<\/li>\n\n\n\n<li>Track the <strong>last run time<\/strong> and <strong>next scheduled run<\/strong> for each report.<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n","protected":false},"featured_media":0,"parent":2377,"menu_order":1,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-2467","docs","type-docs","status-publish","hentry"],"comment_count":0,"_links":{"self":[{"href":"https:\/\/zecurit.com\/help\/wp-json\/wp\/v2\/docs\/2467","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/zecurit.com\/help\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/zecurit.com\/help\/wp-json\/wp\/v2\/types\/docs"}],"replies":[{"embeddable":true,"href":"https:\/\/zecurit.com\/help\/wp-json\/wp\/v2\/comments?post=2467"}],"version-history":[{"count":3,"href":"https:\/\/zecurit.com\/help\/wp-json\/wp\/v2\/docs\/2467\/revisions"}],"predecessor-version":[{"id":2603,"href":"https:\/\/zecurit.com\/help\/wp-json\/wp\/v2\/docs\/2467\/revisions\/2603"}],"up":[{"embeddable":true,"href":"https:\/\/zecurit.com\/help\/wp-json\/wp\/v2\/docs\/2377"}],"next":[{"title":"Report Management & Personalization","link":"https:\/\/zecurit.com\/help\/asset-management\/reports-analytics\/report-management-personalization\/","href":"https:\/\/zecurit.com\/help\/wp-json\/wp\/v2\/docs\/2596"}],"prev":[{"title":"Pre-built Reports","link":"https:\/\/zecurit.com\/help\/asset-management\/reports-analytics\/pre-built-reports\/","href":"https:\/\/zecurit.com\/help\/wp-json\/wp\/v2\/docs\/2466"}],"wp:attachment":[{"href":"https:\/\/zecurit.com\/help\/wp-json\/wp\/v2\/media?parent=2467"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/zecurit.com\/help\/wp-json\/wp\/v2\/doc_tag?post=2467"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}