Scheduled Reports Library

Scheduled Reports Library

Scheduled Reports Library (SETTINGS menu > Scheduling Activities > Scheduled Reports) allows you to edit/manage Scheduled Reports.

Edit. Change page layout, configure email destination, and adjust frequency.

Remove. WUG17.1-PLUS-Delete_User Delete a schedule report configuration from the library.

On/Off. Schedule/block the next report/log/data snapshot.

Email. Email the selected Scheduled Report entry.

Initiate a new Scheduled Report/Export from a WhatsUp Gold Dashboard, Report or Log view.

Tip: Where specific graph, chart, and device settings are needed for scheduled reports, WhatsUp Gold enables you to persist these settings to ensure consistent scheduled report presentation (as well as the range and scope of data accessed) by way of additional WhatsUp Gold users. Please note, if you adjust the settings on the dashboard, report or log, you need to recreate the scheduled report in order for the new settings to be included. For instructions on how to create distinct users or groups for reports, see WhatsUp Gold Users and User Groups.

Schedule/edit an email report

  1. Define the following:
    • Name. Name of the report you want to publish.
    • Start Time. Time of day reporting period begins.
  2. Determine the frequency of the report:
    • Daily. Breakdown the report frequency in the order of days. (Every day, every other day.)
    • Weekly. Breakdown the report frequency in the order of weeks or days of the week.
    • Monthly. Apply the report frequency on a monthly schedule.
    • Custom. Apply the report frequency on a custom schedule. (Number of minutes, hours, days, months or years).
  3. Define the Export Options:
    • Export Type. Select HTML , Excel (XML), CSV, or TXT.

    Note: Data exported to XML, CSV, or TXT format is unformatted raw data so the format can be customized to fit your reporting needs.

    Note: Exported HTML reports are attached to the scheduled email message as .zip file.

    Important: Current report data file format options are only applicable to export schedules created using WhatsUp Gold version 2021 and later. Any report data export schedule created using an earlier version of WhatsUp Gold will still result in a .PDF output until that schedule is removed from, then recreated in the Scheduled Reports Library using the latest version of WhatsUp Gold.

  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.
    • Sender. Enter an email address for the report sender.
    • Subject. Enter a subject for the email message, if required.
  5. Configure the SMTP and email account details:
    • SMTP Server. Enter the name of the mail server.
    • Port. Change the port number, if required. The default value is 25.
    • Timeout. Change the length of time (in seconds) to wait for a response from the SMTP server for each command Network Performance Monitor issues. If the limit is exceeded, the request will fail.
    • Use authentication. Select if the server requires authentication. If SMTP/Basic is selected, enter a user name and password for authentication purposes. If OAuth 2.0 is selected, select an appropriatey configured REST API credential from the drop-down menu provided.

      Important: Please see Configuring a REST API credential for sending emails using OAuth2.0 authentication for additional information and instructions.

    • Use encrypted connection (SSL/TLS). Select if your SMTP sever supports encrypting data over a TLS connection (formerly known as SSL).
  6. Click Test Email to confirm the connection information entered is valid and functions as expected.
  7. Click OK. The updated scheduled report can be viewed from the Scheduled Reports Library.