Schedule Reports

The scheduled report feature allows you to schedule a task to export enrollment record data, by date, or schedule a recurring export. For example, you might schedule an enrollment data report to occur on a weekly, or daily basis. This report can be emailed to one or multiple email addresses.

You can schedule multiple reports. For example, you can create a report that emails an enrollment record report based on enrollments with revoked certificates, and another based on issued certificates.

To schedule a task:

  1. Go to Dashboard > Notifications > Scheduled Reports.
  2. On the Scheduled Reports page, click Add Scheduled Report.

    Schedule Enrollment Records Export

  3. On the Modify Scheduled Report page, enter the Name, Description, Email Address and Subject for the recipient of the enrollment records report. You can enter multiple email addresses, separated by commas.
  4. Specify when task is to be run. The execution period can be a specific date or you can set up a recurring report to be emailed daily, weekly, or monthly.
  5. In the Enrollment Status To Include section, check the information to be included in the report. For example, select Certificate Issued and Enrollment Complete to create a report that shows the number of devices that have successfully onboard to the network.
  6. Specify the Report Content, which determines the data columns that will be included in the report.
  7. Save the scheduled task.

    Scheduled Report

    The enrollment record data is emailed, as a CSV file, to the specified address, at the scheduled frequency. You can also download an interim report from this page.