Scheduling and distributing reports

After you create and publish a report, you can distribute it immediately. You can also schedule it for distribution in the future. You specify the recipients and when you want them to receive the report, for example, once each week.

Each time you distribute a report, either on a schedule or immediately, an additional copy of the report is posted on the Information Manager Web configuration interface. Any user can view the report on the Web by selecting Reporting from the Information Manager Web configuration interface.

Note:
In order to distribute reports to users via email, you must have the proper Information Manager configuration to send notifications to a valid email server.

To distribute a report immediately

1. In the Information Manager console, click Reports.

2. In the Explorer pane, under Published Reports, click the name of the report that you want to distribute.

3. In the right pane, click the Distribute tab.

4. In the Distribute Report area, click Recipients, and then click one of the following:

   Email address	In the Email Entry dialog box, type an email address, and then click OK.
   User	In the Find Users dialog box, select one or more names from the Available users list. Click Add. When you finish adding user names to the Selected users list, click OK. Note: The user must have an email address defined on the Notifications tab in his or her user profile. See the chapter on managing users in the Symantec Security Information Manager Administrator's Guide.
   User group	In the Find User Groups dialog box, select one or more names from the Available user groups list. Click Add. When you finish adding user names to the Selected user groups list, click OK. Note: Each user in the user group must have an email address defined on the Notifications tab in his or her user profile. See the chapter on managing users in the Symantec Security Information Manager Administrator's Guide.

   
   

   The report is always posted on the Reporting page of the Web configuration interface, even if you do not specify any recipients. Users who have access to this Web page can view the reports in a Web browser.

5. In the Subject and Body text boxes, type text if desired.

6. Click one of these check boxes:

   URL Link	Places a link in the email message. When the recipient clicks the link, the report is displayed in a browser window.
   PDF Attachment	Sends the report, in Portable Document Format (PDF), as an attachment to the email.

   
   

7. Click Test.

   A dialog box confirms that the report was sent to the selected recipients.

8. Click OK.

To schedule a report

1. In the Information Manager console, click Reports.

2. In the Explorer pane, under Published Reports, click the name of the report that you want to schedule for distribution.

3. In the right pane, click the Distribute tab.

4. In the Create a report area, do the following:

   • Select the frequency of distribution: Day, Week, or Month.

   • Select the time of distribution by using the drop-down lists and by selecting either AM or PM.

5. Use the spinner boxes or the calendar buttons to select the Starts on date and time, and the Ends by date and time.

6. In the Distribute Report area, click Recipients, and then click one of the following:

   Email address	In the Email Entry dialog box, type an email address, and then click OK.
   User	In the Find Users dialog box, select one or more names from the Available users list. Click Add. When you finish adding user names to the Selected users list, click OK.
   User group	In the Find User Groups dialog box, select one or more names from the Available user groups list. Click Add. When you finish adding user names to the Selected user groups list, click OK.

   
   

7. In the Subject and Body text boxes, type text if desired.

8. Click one of these check boxes:

   URL Link	Places a link in the email message. When the recipient clicks the link, the report is displayed in a browser window.
   PDF Attachment	Sends the report, in Portable Document Format (PDF), as an attachment to the email.

   
   

9. Click Schedule.

10. Click OK.