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Set Up a Recurring Email Schedule

Each dashboard contains options to export and send data in reports. Your user account must have the 'Send Reports by Email' role right.

You can send a report by email immediately, or you can create a schedule for recurring emailed reports. For example, you can email interface utilization reports each week to coworkers in the IT department for capacity planning.

Note: The administrator must specify an email server to enable this feature.

Follow these steps:

1. Log in to CA Performance Center and select a report from the menus on the Dashboards tab.
2. Click Email.

   The Email Dashboard dialog opens.

3. Supply information in the following fields:

   Send To

   Specifies the email addresses where the report should be sent. Use the standard format:

   <name>@<domain>

   Note: Use commas or semicolons to separate multiple addresses. Or you can enter an email alias that includes multiple recipients.

   Subject

   Appears in the email Subject line; describes the emailed report.

   Example: The dashboard title and any components whose data is included in the report.

   Message

   (Optional) Is a message to accompany the emailed report.

4. Select one of the following Scheduling Options:

   Send Now

   Sends the email message immediately.

   Send Daily

   Sends the email message once per day. If enabled, reveals check boxes where you can select the day of the week when the report is sent.

   Default: Send the emailed report every weekday (Monday - Friday) at 0:30 hours in the time zone of the logged-in user. The data in the report reflects the previous 24 hours.

   Send Weekly

   Sends the email message once per week. If enabled, lets you select the day of the week to send the report.

   By default, the weekly schedule sends the emailed report every Sunday at 01:00 in your time zone.

   Default: The data in the report reflects the previous seven days (Saturday - Sunday).

   Week Ends on

   Determines the day when the week ends. The start of the week is automatically adjusted to include seven days.

   Send Monthly

   Sends the email message once per month. Sends the report on the first Sunday of each month at 01:00 in the time zone of the Management Console. The data in the report reflects the previous 30 days.

   Send Email at

   Determines the time of day when the message is sent. The start of the month is automatically adjusted to include 30 days.

   Send Quarterly

   Sends the email message once per quarter. Sends the report on the first Sunday of each quarter at 01:00 in the time zone of the Management Console. The data in the report reflects the previous three months.

   First Quarter Ends in

   Determines the month when the quarter ends. The start of the quarter is automatically adjusted to include three months. All other quarters are also adjusted to proceed from the first quarter.

   Send Yearly

   Sends the email message once per calendar year. Sends the report on the last day of the month you select for the 'Year ends in' parameter. The data in the report reflects the previous 12 months.

   Year Ends in

   Determines the month when the year ends. The start of the year is automatically adjusted to include 365 days.

   Send email at [time of day]

   Sends the email message at a time you select.

5. Click Save to save the schedule.

   The report is saved as a PDF file and attached to an email message. The message is sent immediately or according to the schedule you selected.