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A Scheduled Report rule generates one or more reports automatically — daily, weekly, or monthly — and emails them to the addresses you specify. The same rule can also be run manually at any time, regardless of its enabled/disabled state. Use scheduled reports for the recurring deliverables every monitoring deployment ends up needing: weekly productivity summaries to managers, monthly compliance evidence to auditors, daily alert digests to the security team.
Creating, editing, deleting, or running scheduled report rules requires the administrative Client Installation and Management permission.
Only the user who added a Scheduled Report rule, or the admin user, can edit or delete it. The Edit Rule icon doesn’t appear on the Scheduled Reports tab for other users.

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The Scheduled Reports tab

Scheduled Reports tab grid showing rules with Name, Assigned To, Monitored Users, State, Frequency, Email Recipients, and per-row Generate Report and Edit Rule icons

The Scheduled Reports tab — every configured rule with frequency, recipients, and the Generate Report icon for manual runs.

Open the Management Tool’s Reports page, then select the Scheduled Reports tab. The grid shows every rule with these columns:

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Add a Scheduled Report rule

1

Open the tab

Click Reports in the left navigation, then select the Scheduled Reports tab. Click Add in the top right.
2

Set the rule properties

On the Rule Properties tab, enter a unique Name, an optional Description, and select Enable scheduled report generation. Click Next.
3

Choose report types and frequency

On the Report Options tab:
  • In the Report Type section, select at least one report type. Multiple types can be selected — each generates a separate report and a separate email.
  • In the Report Parameters section:
    • Report format — the file format (PDF, XLSX, CSV, etc.).
    • Generate report — frequency (Daily, Weekly, or Monthly).
    • Start report generation at — time of day to run the report.
    • Day of Week (only if Weekly) — which day to run on.
    • Day of Month (only if Monthly) — which day, or Last day of the month.
Depending on Application Server load, report generation may start a few minutes after the scheduled time.
4

(Overtime / Outside Work Hours only) Set work hours

For the Overtime Work Grid and Sessions Outside of Work Hours Grid report types, a Work Hours section appears. In Generate For, pick the time window (Full day, Work hours, or Outside of work hours), then select which days of the week to include and set work hours per day.
5

Set the email recipients

In the Send Report To section, enter recipient email addresses in the Emails field, separated by semicolons.
Configure Email Sending Settings on the Configuration page first — without those, scheduled reports cannot be delivered.
6

Choose who can download

In the Who Can Download section:
  • Leave Any selected to allow all users to download the report, or
  • Move the toggle to the left, click Add, search for and select specific users, then click Add.
Click Next.
7

Assign Clients

On the Assigned Clients tab, click Add Clients and Add Client Groups to pick the Clients and groups the rule applies to.
Only Clients you have the Viewing Monitoring Results permission for are listed.
Click Next.
8

Select monitored users

On the Monitored Users tab:
  • Leave Any user selected to include all users’ activity, or
  • Select Selected users, click Add Users, pick specific users, then click Add.
Only users whose activities have already been monitored are listed.
9

Finish

Click Finish in the bottom right. The rule appears on the Scheduled Reports tab and runs automatically at the next scheduled time.

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Edit a Scheduled Report rule

1

Open the rule

On the Scheduled Reports tab, click the Edit Rule icon next to the rule.
2

Make your changes

Edit the rule on each tab the same way as when adding a rule.
3

Save

Click Finish to save all changes, or Next on each tab to save progressively.

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Delete a Scheduled Report rule

1

Open the rule

On the Scheduled Reports tab, click the Edit Rule icon next to the rule.
2

Delete

On the Rule Properties tab, click Delete Rule in the bottom left, then click Delete in the confirmation message.

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Run a rule manually

Any existing Scheduled Report rule can be triggered manually at any time, even if the rule itself is disabled. Useful for one-off “give me last quarter’s report now” requests.
1

Click the Generate Report icon

On the Scheduled Reports tab, click the Generate Report icon next to the rule.
2

Watch the Generated Reports tab

The Generated Reports tab opens with the new report at the top of the grid. Press F5 to refresh while it generates.
3

Download or wait for email

Once status is Finished, click the Download icon to save the file. If the rule has email recipients configured, they also receive the report by email.

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How time periods work

The time period of data included in a generated report depends on the rule’s frequency and the moment generation happens — different for scheduled runs vs. manual runs of the same rule.
Scheduled run: the report covers the period from the specified time the previous day to the specified time today.Example: the Daily option is set with Start report generation at 17:00. The scheduled run on June 13 at 17:00 covers June 12 17:00 → June 13 17:00.Manual run: the report covers the same 24-hour window ending at the current time.Example: the rule is set to Daily at 15:00. You manually run it at 14:00. The report covers 14:00 yesterday → 14:00 today.
If many activities fall within the time period, the report file may exceed your SMTP server’s maximum attachment size and fail to send by email. The report still appears on the Generated Reports tab for direct download.

Reports overview

All 28+ report types, export formats, and the Generated Reports tab.

Ad-hoc reports

The Report Generator — one-time reports for any time period.

Audit log

Scheduled Report rule changes are recorded in the Audit log.

User Activity Dashboards

Live exploration of the same data scheduled reports surface.