To run a report ad-hock, click the hamburger icon in the upper left of the DPA UI and select Run Reports item under the Reports menu.
Reports can be scheduled to run daily or a regular schedule and can send them out through email, push to SharePoint, or save to a file.
To send an email out through email, you have to configure an SMTP/Email server in DPA.
To configure SMTP/Email, click the hamburger icon in the upper left of the DPA UI and select Global Email item under the System Settings menu.
You have to provide the following:
Mail Server Host Name | This is the FQDN of the mail server. |
Mail From Address | This is the address that the email will be set from. |
Mail Server Port | Port number on the mail server that we are connecting to. |
Security Protocol | Select either "none" or "SSL\TLS" depending on the mail server settings. |
STARTTLS Required | This will be checked if it is required by the mail server. |
Credentials | If the mail server requires credentials, you set up the credentials in System Settings>Credentials, and select them here. |
Once you have email configured on the DPA system, we can set up scheduled reports to be emailed out.
To schedule a report, click the hamburger icon in the upper left of the DPA UI and select Report Jobs item under the Reports menu.
Then select Scheduled Reports tab and click the CREATE button.
In the pop-up box, enter the Description, this is the name of the report in the DPA UI.
Click the SELECT REPORT or SELECT DASHBOAD TEMPLATE button, to select which report will be run.
Select the System Report Template tab, then click the filter icon and search for the report template you want. Select the report template by clicking the radial button next to the report. Then click the SELECT button at the bottom right, to select that report.
Select the Scope by clicking the SELECT SCOPE button and select what systems you want to run this report against.
Select the Time Period by clicking the SELECT TIME PERIOD button and choosing a time period.
Under the Schedule Options section, select the time to run the report.
Click the radial button next to Selected Schedule and then click the SELECT SCHEDULE button. In the pop up box, click the radial button next to the schedule run time you want, then click the OK button.
Under the Publish Settings section, add how to send out the report.
Click the CREATE button.
Select the radial button next to the way that you want to send out the report. In this case, we selected Email.
Select the way that you want the report displayed in the Report format line.
If you selected File for the method, then put in the file name in the File settings section.
If you selected SharePoint for the method, then put in the Site Name in the SharePoint Settings section.
If you selected Email for the method, then fill in the following:
To filed, this is the email address to send the reports to. This is a comma-separated list up to 255 charters long.
Subject filed, this will be the subject of the email when set out.
Email behavior field, select "Embed" or "Attached." Embed will have the report in the email body, where Attached will have the report as an attachment to the email.
Click the OK button.
Once all that is filled out, click the SAVE and TEST button to run this report now. Click the OK button to save these settings and the report will run on the schedule selected.
You will see you scheduled report in the Scheduled Reports tab now.