Recurring Reports

You can schedule reports to be generated and sent by email on a recurring basis, enabling you to receive the most relevant information directly to your inbox.

You can define reports based on the following:

  • Collection queries: the result of the collection query

  • Incidents: all changes in incidents in the last 30 days

You schedule reports from the Reports page. To display the Reports page, choose Insights > General Reports from the main menu. The Reports page shows the reports that are currently scheduled. When you hover over a report line, you can delete, edit, or immediately download the report.

To create a scheduled, recurring report:

  1. Click Schedule a Report.

  2. Enter a name for the report.

  3. Select the type of report to generate.

  4. Select the frequency.

  5. Enter the email addresses to receive the report.

  6. Click Create.

The report will be sent according to the configuration you set.