Dell PowerProtect Cyber Recovery 19.16 Product Guide

Creating a Job Summary report

Use the Reports wizard to create Cyber Recovery daily job reports and report schedules.

1. From the Main Menu, click Reports > Template Library.
2. On the Job Summary tile, click Generate to open the wizard for a daily job report.
   The Generate Report wizard opens. The report family, which is the category of report, is listed on the top right-side of the pane.
3. On the Details pane, complete the following fields and click Next:

   Table 1. Details fieldsTable that describes the fields in the Details page.

   Field	Description
   Report Name	Enter a unique name for the report. The report name must start with an alphanumeric character and can include hyphens (-) and underscores (_). It cannot include spaces or special characters.
   Description	Optionally, enter details that describe the report. The maximum number of characters is 400 characters. The description must use alphanumeric characters and can include hyphens (-), underscores (_), periods (.) and spaces, It cannot include special characters. The description must start with an alphanumeric character.
   Type	Select whether you want to schedule a report or if you want to generate an on-demand report immediately.

   The subsequent wizard pages list whether the report is scheduled or on demand on the top right-side of the pane.
4. Optionally, on the Filters pane, select filter options:
   1. Click Available and display the filter options by either expanding the drop-down list next to each item or clicking Expand All at the bottom of the pane.
   2. Optionally, modify the report range, which is set to the default of data for one day. The maximum value is 365 days.
      For an on-demand report, you can also enable the Specific date or Custom range options to set a specified report range.
   3. Select one or more filter options.
      • If you do not choose any options, the report includes all job types, policies, and statuses.
      • If you choose a job type, such as Protection, but no options, the report includes all jobs that are of the selected job type. For example, all protection jobs are displayed
      • If you choose a job type, such as Protection, and a policy name, only jobs that are of the selected job type for the policy are displayed. For example, only protection jobs for the specified policy are displayed.

      A numbered callout next to each item indicates how many filter options that you have chosen.

      Click next to a specific open list or click Collapse All to close all the drop-down lists.

   4. Click Selected at the top to list the filter options that you have chosen.
      • Click Edit to modify the report range values.
      • If you do not want a selected filter option, click X to remove it from the list.
      • If you do not want any of the selected filter options, click Clear All to void the entire list.
   5. Click Generate Preview to preview the report based on the filter settings that you have chosen.
      NOTE:If no jobs were performed, the software does not create a report preview and generates an alert.
   6. Optionally, click Preview in popout mode above the displayed preview to view the preview report in a separate window.
   7. Optionally, click Available or Selected, add or delete filter options, and then click Refresh Preview at the bottom of the Report Preview pane.
   8. Click Next.
5. On the Scheduling pane, specify the range of a report, the start time and date, and its recurrence. Then click Next.
6. On the Delivery pane, if you selected On Demand in the Details step of the wizard (see step 3 of this procedure), do the following. Otherwise, got to step 7.
   • Click Download Now (csv) so that the report is downloaded when you complete the wizard, click Next, and go to step 9.
   • Click Send as an Email to deliver an email message with the report. Go to step 8.
   • Click both Download Now (csv) and Send as an Email. Go to step 8.

   When you select Send as an Email, the email settings fields are displayed.

7. On the Delivery pane, do one of the following:

   • Disable the Send as an email option to generate a report that you can view and download manually, and click Next. You can edit the schedule to add the email delivery option at any time.

   • Enable the Send as an email option to send a report in an email message. Complete the following fields and click Next.
8. On the Delivery pane, complete the following fields, and click Next:

   Table 2. Email fieldsTable that describes the fields in the Email page.

   Field	Description
   Email Subject (required)	Enter a meaningful subject line.
   Recipients (required)	Click Add recipients, enter an email address, and press Enter. To add another email address, click Add additional recipients and enter another email address. NOTE:If domain restrictions are enabled, only email addresses in the allowed domains receive the report. When the report is generated, a critical alert lists the users and report schedules associated with email addresses that are not allowed.
   Cc	Optionally, click Add recipients and enter an email address to send a copy of the mail.
   Bcc	Optionally, click Add recipients and enter an email address to send a blind copy of the mail.
   Message	Optionally, enter a message. The maximum number of characters is 400 characters.
   Send Report Output As	Select if you want the report to be: A .csv file attachment Embedded in the body of the email Both a .csv file attachment and embedded in the body of the email

   An email message provides information about the selected report filters, a job summary, and the job report. If you run a report that is configured such that no jobs were performed for the specified time range and filter settings, the report status is displayed as Failed w/ Exceptions. The email messages contain only the report filters information.
9. Review the Summary pane and:
   • Click Edit on the right or the step on the left to return to a specific pane to modify information.
   • Click Preview Report to preview the report.
   • Click Back to return to the previous panes to modify the information.

   • For an on-demand report, click Generate if you are satisfied with the summary information and want to create the report.

     The following occurs:

     • An informational message indicates that the report was generated and provides a link to view the report.
     • Depending on the settings that you selected on the Delivery pane, the report is downloaded or sent as an email message.
     • The Generated Reports page lists the report and its status.
     • There is no entry on the Scheduled Reports page.

   • For a Scheduled report, click Schedule if you are satisfied with the summary information and want to create the report.

     The following results occur:

     • A message indicates that the report has been scheduled.
     • A message indicates that an email message is sent when the report runs.
     • A link to the Scheduled Reports pane, which lists the report schedule, is displayed.
   NOTE:If you run a report that is configured such that no jobs were performed for the specified time range and filter settings, the report status is displayed as Completed w/ Exceptions. For a Successful status, modify the configuration and specify a time range and filter settings that include jobs that were performed.