Scheduled Reports Library (SETTINGS > Scheduling Activities > Scheduled Reports) allows you to edit/manage Scheduled Reports.

Edit . Change page layout, configure email destination, and adjust frequency.

Remove. Delete a schedule report configuration from the library.

On/Off. Schedule/block the next report/log/data snapshot.

Email. Email the selected Scheduled Report entry.

Initiate a new Scheduled Report/Export from a WhatsUp Gold Dashboard, Report or Log view.

Tip: Where specific graph, chart, and device settings are needed for scheduled reports, WhatsUp Gold enables you to persist these settings to ensure consistent scheduled report presentation (as well as the range and scope of data accessed) by way of additional WhatsUp Gold users. Please note, if you adjust the settings on the dashboard, report or log, you need to recreate the scheduled report in order for the new settings to be included. For instructions on how to create distinct users or groups for reports, see WhatsUp GoldUsers and User Groups.

Schedule/edit an email report:

Define the following:

  • Name. Name of the report you want to publish.
  • Start Time. Time of day reporting period begins.

Determine the send interval for the report:

  • Daily. Break down the report frequency by day(s).
  • Weekly. Break down the report frequency by week(s).
  • Monthly. Generate the report monthly on a specific calendar date.
  • Yearly. Generate the report annually on a specific calendar date.
  • Custom. Apply the report frequency on a custom schedule (e.g., generate the report every x number of days).

Define the scheduled report output by selecting either Via Email or To Directory.

If Via Email is selected:

Configure the Email Options:

  • Recipient(s). Enter email addresses for the intended recipients. Email addresses should be separated by a comma.
  • Sender. Enter an email address for the report sender.
  • Email Subject. Enter a subject for the email message, if required.

Define the Attachment Format:

  • Select HTML, Excel (XML), CSV, or TXT. Please note, reports exported to XML, CSV, or TXT format is unformatted raw data so the format can be customized to fit your reporting needs. Indicate if the emailed report data should be embedded as HTML in the body of the email or attached as a .ZIP file by selecting the appropriate checkbox.

Configure the Email Server details:

  • SMTP Server. Enter the name of the mail server.
  • Port. Change the port number, if required. The default value is 25.
  • Timeout (sec). Change the length of time (in seconds) to wait for a response from the server for each command issued. If the limit is exceeded, the request will fail.
  • Use authentication. Enable this option if the server requires authentication. Then, choose either SMTP/Basic or OAuth 2.0. Lastly, depending on the authentication method selected, either enter a Username and Password for SMTP/Basic authentication or select a REST API credential configured for OAuth 2.0 authentication using the drop-down list provided.
  • Use encrypted connection (SSL/TLS). Enable this option if your sever supports encrypting data over a TLS connection (formerly known as SSL).

If To Directory is selected:

  • Directory Path. This field displays the location where the exported report data will be saved.
  • Format. Select HTML, Excel (XML), CSV, or TXT. Please note, reports exported to XML, CSV, or TXT format is unformatted raw data so the format can be customized to fit your reporting needs. Indicate if the emailed report data should be attached as a .ZIP file by selecting the appropriate checkbox.

Click Send Test Report to confirm the connection information entered is valid and functions as expected.

Click Save. The updated scheduled report can be viewed from the Scheduled Reports Library.