Administration Guide › Scheduled Reports › Example: Email Daily PCI Reports as PDFs

Example: Email Daily PCI Reports as PDFs

You can automate the delivery of specified reports in the format you choose to the person you specify at the required frequency.

Before you can specify that scheduled reports be formatted as PDFs and attached to emails, you must configure the following on the Global Service Configuration for the Report Server under the Administration tab and Services subtab.

• Mail Server options:
  • Mail Server
  • SMTP Port (25)
  • Admin eMail
  • SMTP user name and password
• PDF specifications:
  • Company/product name
  • Company/product logo URL
  • Header Font and font size
  • Data font and font size
  • Page orientation, width, and height

Example: Deliver all daily PCI reports, as PDFs, to the auditor's inbox each weekday

1. Click the Scheduled Reports tab and the Report Scheduling subtab.

   The toolbar appears with a Scheduling a Report button.

2. Click Schedule a Report.

   The Report Selection step appears.

3. Select a report as follows:
   1. Type PCI Reports as the job name.
   2. Select Tags as the selection type.
   3. Select PCI from Available Tags and move it to Selected Tags.
4. Schedule the job as follows:
   1. Click the Schedule Jobs step.
   2. Select Daily under recurring.
   3. Select every weekday.
5. Specify the report destination and format as follows:
   1. Click the Destination tab.
   2. Accept the default report format, PDF.
   3. Select Enable e-mail notification.
   4. Type the auditor's email address. Use the following syntax: <email_name>@<company>.com
   5. Select Attach Report.
6. Click Save and Close.