Scheduled Reports

You can customize and schedule a variety of reports for your customers in your preferred format and timeframe. Reports will be sent via email as PDF or CSV attachments on a daily, weekly, monthly, or quarterly basis. You have the option to schedule multiple reports, including the Summary Report, Availability Summary Report, License Summary Report, and Outage Report.

Use case

As an MSP, you oversee IT monitoring for multiple customers, and you need to deliver regular performance insights. Manually creating reports for every customer is time-consuming, so you rely on customizable and scheduled reporting.

For instance, you schedule a Summary Report for Customer A every week, an Availability Summary for Customer B monthly, and an Outage Report for Customer C quarterly. With Scheduled Reports, you can automatically receive customer insights as PDF or CSV attachments, ensuring timely updates without extra effort.

Key benefits

With our customizable and scheduled reporting feature, you can:

Tailor reports based on needs: Create reports in your preferred format (PDF or CSV) and only include the data that is most relevant to each customer.
Automate delivery: Automate delivery of reports to be sent quarterly, monthly, weekly, or daily, ensuring timely updates without manual effort.
Support various report types: Send various reports, such as a Summary Report, Availability Summary Report, License Summary Report, and Outage Report.

Adding a scheduled report

Log in to your Site24x7 MSP Account.
Click Admin > Report Settings > Scheduled Reports (+) or click the Schedule Report button on the top right corner of the page.
Specify the following details to add the scheduled report:
- Display Name: Provide a name for the report to facilitate identification.
- Report Type: Choose the type of report from the drop-down that needs to be generated.
  The different types of monitoring reports available are Summary Reports, Availability Summary Reports, Outage Reports, and License Summary Reports.
  Learn more about MSP reports.
- Select Customer: Choose the customer for whom you would like the report to be generated.
- Business Hours: Select the time-period that is most critical to your business.
- Report Format: The reports can be exported in CSV or PDF.
  
  Note
  For the Summary Report, the report format will only be a PDF.
- Frequency: The frequency of the report can be set on a daily, weekly, monthly, or quarterly basis. Learn more about frequency.
  
  Note
  If you choose to schedule your report quarterly, specify the Business Quarter Months as per your need so that a quarterly report will be scheduled during the first month of every quarter. For example, upon selecting "Feb - May - Aug - Nov" as your default business quarter, the report will be scheduled at the specified date and hour of February, May, August, and November.
- Reporting Period: You can choose the specific time frame of data that you want to include in the generated report.
  For instance, if you select the Reporting Period as the last 30 days and set the Frequency to Weekly, a report will be generated every week, summarizing the data from the last 30 days.
- Time Zone: You can use the time zone option to generate scheduled reports.
  
  Note
  Without manual configuration, the time zone will automatically be set at the MSP level.
- Reporting Time: The exact time when you want the report to be generated for all the customer related MSPs by choosing your preferences from the drop-down menu.
- Click the Save button to save the Scheduled Report.
  The report created will be automatically listed in the Scheduled Report screen along with the other reports that were created previously.
- Click Send Now link to send the report to the associated MSP admins.
  
  Note
  This action will not save the data but will send the report to the associated MSP admins.