Scheduling Reports
You can schedule automatic report delivery for one report or for a number of reports included in a report folder. You can choose to receive reports by email, save reports to a disk or network share. Note that you can only schedule delivery for saved reports (that is, reports in the My Reports folder and its subfolders).
To schedule automatic report delivery:
- Open Veeam ONE Reporter.
- Open the Workspace section.
- In the hierarchy on the left, under My reports, select the necessary folder.
- In the displayed list of reports, click a saved report for which you want to enable scheduled delivery.
- In the Actions pane on the right, click Scheduling.
- In the Scheduling Report Administration window, click Add.
- In the Scheduling window, configure scheduling options:
- Click Schedule on and specify a schedule according to which the report must be generated and delivered. For details, see Specifying Delivery Schedule.
- Click Recipient and choose the method used to deliver the report. You can choose to send the report by email or save the report to a disk or network share. For details, see Specifying Delivery Method.
- In the Format list, choose the format in which the report must be saved. You can choose one of the following formats: Adobe PDF, MS Word, MS Excel, CSV (comma delimited), XML. For details, see Specifying Report Format.
- [Optional] To temporarily disable a schedule, select the Disable scheduling for selected object check box.
- Click Apply to save the specified settings.
- [Optional] You can configure multiple schedules for the same report. Repeat steps 5-8 for each new schedule you want to add.
- Click Close.
To configure the report delivery schedule:
- Choose the necessary report and open the Scheduling window, as described in the Scheduling Reports procedure.
- Click the link in the Schedule on section to define the schedule according to which the report must be generated.
- To generate and deliver reports repeatedly, with a specific time interval, select the Periodically every… hours option and define the necessary interval.
- To generate and deliver reports at specific time, select the Daily at this time option, enter the time and weekdays on which the reports will be created.
- To generate and deliver reports on a monthly basis, select the Monthly option and choose the necessary months and dates or weekdays.
To configure report delivery by email:
For details, see section Configure SMTP Server Settings of the Veeam ONE Deployment Guide.
- Choose the necessary report and open the Scheduling window, as described in the Scheduling Reports procedure.
- Click the link in the Recipient section to define how the report must be delivered.
- In the To field, specify recipient’s email address.
If you want to send reports to multiple recipients, separate email addresses with a semicolon (;) or comma (,).
- In the Subject field, specify the email subject.
You can use the %ReportName% and %Date% variables in the subject — Veeam ONE Reporter will substitute these variables with the name of a corresponding report and the corresponding date.
- Click OK to apply the delivery method settings.
To configure automated delivery of reports to a disk or network share:
- Choose the necessary report and open the Scheduling window, as described in the Scheduling Reports procedure.
- Click the link in the Recipient section to define how the report must be delivered.
- In the Select Recipient window, click the Advanced button.
- In the Path field, specify the path to a local folder or provide a network path.
The path must refer to an existing folder and the account under which Veeam ONE Reporter Server runs must have write permissions on this folder.
- To run a custom script after reports are delivered to the target folder, in the File Name field, specify a path to the file with the script.
Running a custom script allows you to perform further manipulations after reports are generated. You can find simple script examples in Appendix. Scheduling Script Examples.
- Click OK to apply the delivery method settings.
The following table describes file formats available for scheduled reports.
File Format | Report Scheduling |
---|---|
Adobe PDF | Yes |
MS Word | Yes |
MS Excel | Yes |
CSV (comma delimited) | Requires integration with an SSRS server |
XML | Requires integration with an SSRS server |
To save reports in CSV or XML format, you must configure an SRSS server. For details, see Configuring SSRS Server Settings.
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