Tools - Automatic file reports
About
This section describes how to schedule a web report export that saves the report into a file in a specific folder. The look of the user interface may differ based on currently selected values and licensed features.
At Glance
General Overview
The automatic file reports can be found under Reports module in the section Tools.
You can sort reports by Name, Path or File name.
Working with Automatic File Reports
Administrator can create a new automatic file report with the button 
. A new pop-up window will be opened (see below).
Administrator can modify an existing automatic file report using the button 
.
Administrator can delete an existing automatic file report using the button 
.
Creating New Automatic File Report
The pop-up window for creating a new automatic file report.
Configuration:
Name – A name of the new automatic report.
Interval – Interval that determines how often and for what period the report will be exported:
Previous day – The report will be created daily. The report will include data for the previous day.
Previous 7 days – The report will be created weekly. The report will include data for the previous 7 days.
Calendar month – The report will be created monthly at a selected day of the month. The report will include data starting from the selected day of the previous month until (but not including) the same day of the current month.
Monthly – The report will be created monthly at a selected day of the month. The report will include data from the first to the last day (inclusive) of the previous month.
Day of month – The day of month when the report will be generated. This field is available only for intervals monthly and calendar month.
Send time – The time of day when the report will be exported.
Export type – Format of the report. Supported formats are CSV, HTML, PDF, XLS, XLSX, and XML.
File path – Path to a folder into which the report will be saved. Both local and UNC paths are supported.
File name – File name prefix for the report. The full file name is constructed based on the prefix, interval, export type, and the Overwrite file switch.
Overwrite file – If enabled, the report is always saved into the same file, possibly overwriting the previous report. If disabled, a time stamp is added into the file name so that older reports are not overwritten.
Filter – Saved web report filter used to generate the report. The filter determines the report structure (fields, grouping etc.).
The Save settings button saves and activates the new automatic file report.