Emailing Reports and Logs

You can email dashboard reports, full reports, and logs as email attachments from the Dashboard Menu. After you schedule a data export/e-mail distribution, you can manage/edit it by way of the Scheduled Reports Library.

To email a report or log:

1. Open the report, log, or dashboard that contains the report(s) you want to email, then open Schedule Report.
   • Logs. Click on Export menu () and select Schedule Export.
   • Dashboard/Reports. Click on Dashboard Options menu () and select Schedule Export.

   Schedule Export dialog displays.

2. Configure the following:
   • Export Type. Select PDF, Excel (xml), CSV, or TXT.
   • Page size. Select page size. (PDF Only)
   • Page orientation. Select Portrait or Landscape. (PDF Only)
3. Click Next.
4. Configure the email details for the report.
   • Recipient(s). Enter email addresses for the intended recipients. Email addresses should be separated by a comma.
   • From. Enter an email address for the report sender.
   • Subject. Enter a subject for the email message, if required.
   • Message body. Enter body text for the email message, if required.
   • Alternate host. Enter a different URL to display to the end user in the email, if required. This is used in conjunction with the Include link to report (with current data) option. Using an alternate host is a useful option if users outside of your network need to access the server using a different URL than the default web address of the WhatsUp Gold server.
   • Include embedded HTML of report in email. Select if you want to display a screen capture of the report embedded in the email, in addition to the report file attachment.
   • Include link to report (with current data). Select if you want to receive a direct link to the report.
   • SMTP Server. Enter the name of the mail server.
   • SMTP port number. Change the port number, if required.
   • SMTP timeout(s). Change the length of time (in seconds) to wait for a response from the SMTP server for each command WhatsUp Gold issues. If the limit is exceeded, the request will fail.
   • Use SMTP authentication. Select if the SMTP server requires authentication. If selected, enter a user name and password for authentication purposes.
   • Use encrypted connection (SSL/TLS). Select if your SMTP sever supports encrypting data over a TLS connection (formerly known as SSL).
5. Click Next.
6. Configure the schedule details for the report.
   • Schedule. Select if you want to set up a specific time frame to send the email.
     • Name. Enter a name for the schedule. You can manage the scheduled report from the Scheduled Reports Library.
     • Daily. Select this option if you want to email the report on a specific number of days or every day of the week.
     • Weekly. Select this option if you want to email the report on specific days of the week or once a week.
     • Monthly. Select this option if you want to email the report on a specific day of the week or a specific number of times during a month.
     • Custom. Select this option if you want to email the report during a specific time frame. For example, number of minutes, hours, days, months or years.
7. Click Next.
8. Review the email report summary and click Edit where applicable to make any necessary changes.
9. Click Finish. The schedule is set and can be viewed from the Scheduled Reports Library.