Scheduling report emails
You can schedule reports to be emailed to the specified recipients. This option is especially useful if a person does not work with BigFix Inventory, or is not familiar with the application, yet must have access to the reports.
Before you begin
Procedure
-
Open the report that you want to email, hover over Export, and click Schedule
Export.
Important:
Reports that you want to email must be saved before they can be sent. You can either save the report without changing its default view or create a customized view. You can set only one schedule per a saved report. If you try to set a next schedule, it replaces the previous one. For more information, see:Creating saved report views.
- Select the file format and adjust the page settings.
- In the Email field, enter a comma-separated list of email addresses to which you want to send the notifications.
- Select the language of the report.
- Select at least one option for emailing the report:
- Email on a regular basisThe report is emailed according to a daily, weekly, or monthly schedule.Note: The start time for each report must differ by at least 5 minutes.
-
Email if the number of rows exceedsThe report is emailed only if a specific number of rows is exceeded. You can customize a report to show only products for which PVU exceeds a particular value. You will be notified whenever the specified number of items appears on the report. This option is an additional notification and does not affect the regular schedule.Note: Reports based on conditions are emailed during data imports.
- Email on a regular basis
- Click Save.
Results
Starting from application update 9.2.15, report file names, including report files that
are scheduled to be emailed, follow a new naming convention. The file name consists of the
predefined or custom report name, the default report name, and the time stamp. For example:
My_Custom_Report-software-classification-20190215085933.csv
.
Additionally, the email subject contains the name of the predefined or custom report. For example: Scheduled Report 'My Custom Report' from BigFix Inventory.
What to do next
To disable the export schedule, clear the Report Subscription check box and click Save.