Set an automatic report
You can set a scheduled report to be sent by e-mail in two ways. The first is by clicking on the ‘Scheduled reports’ tile in the FileAudit Hub and clicking ‘Add a scheduled report’ to create a new report.
Alternatively, this feature can be enabled by personalizing the File Access Viewer in your report and clicking on the Schedule button. You will be redirected to the Scheduled report configuration section. All previously-defined filter settings will be imported in the first three tab settings (Main, Monitored paths and Time). We will use this method here.
Open the ‘File access viewer’ and personalize the view using the filter. For example, if you want to set a report for every deleted file event occurred during the previous day, set the filter with:
- Define the ‘From’ field to ‘Event from’ and set yesterday’s date and time at 08:00 AM.
- Define the ‘To’ field to ‘Event to’ and set yesterday’s date, and time at 6:00 PM.
- Set the ‘Status’ to ‘Grant’.
- Set ‘Delete’ as the ‘Access type’.
- Click on ‘Apply’.
The ‘File access viewer’ will refresh the displayed events according to this filter configuration. Click on the ‘Schedule’ button. You will be redirected to the ‘Scheduled report configuration’ section. All the previously filter settings you defined and applied to the ‘File access viewer’ will be imported in the 3 first settings tabs ‘Main’, ‘Monitored paths’ and ‘Time’.
In the ‘Main’ section, enter a name for this report.
Click on the ‘Recipients’ tab to define the E-mail recipients for this report. As we already defined a recipient for an alert, we can pick up the recipient E-mail address if appropriate. Click on ‘Add a recipient’ and a form will pop up on the right side of the console.
Click on the ‘Pick up button’, select the recipient in the list and click ‘OK’.
All the information about this recipient is imported into the ‘Add a recipient’ form.
Validate the recipient. You can of course add several recipients for a same report.
The ‘Mail message’ section is already defined with default text. You can personalize it.
The last tab ‘Schedule’ defines the time trigger for the report task.
The FileAudit scheduler interprets the time period you have set for your report to dynamically generate the report on the same period. We have chosen here the previous day as the monitored time period. The report will always contain events from the previous day of the execution day. The report will be attached in PDF format in the E-mail. Some predefined filters are available in the ‘Time’ tab to easily adjust the desired period time like ‘Yesterday’, ‘The current week’, ‘The previous week’, etc…
You can test the report definition clicking on the 'Test' button. A popup will confirm that the test has launched. If all goes well, you will receive an e-mail with the report attached. This allows you to check that the result corresponds to your needs and make any changes to the settings if needed.
Click on ‘Save’ to validate your first automatic report. You will be redirected to the ‘Scheduled reports’ section. You can modify all settings about this automatic report from this specific section.