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## Adding Scheduled Reports

Control Manager supports generating scheduled reports from Control Manager 3 and Control Manager 5 report templates. Users need to create Control Manager 5 report templates, while Trend Micro created Control Manager 3 report templates. The process for creating a scheduled report is similar for all report types:

1. Access the Add Scheduled Report screen and select the report type.
2. Specify the product/products from which the report data generates.
3. Specify the date when the product/products produced the data.
4. Specify the recipient of the report.

## Step 1: Access the Add Scheduled Report Screen and Select the Report Type

### Procedure

1. Navigate to Reports → Scheduled Reports.
2. Click Add.
3. Type a name for the report in the Name field.
4. Type a meaningful description for the report in the Description field.
5. Select the Control Manager template to generate the report:
   - Control Manager 5 report template:
     1. Select the Control Manager 5 template to generate the report. If the existing reports do not fulfill your requirements, create one from the Report Templates screen.
   - Control Manager 3 report template:
     1. Click Control Manager 3 under Report Content. The Control Manager 3 templates appear in the work area to the right, under Report Content.
     2. Select the report category on which to base the report.
     3. Select the Control Manager 3 template data on which to base the template.
6. Select the report generation format:
   - Control Manager 5 report formats:
     - Adobe PDF Format (*.pdf)
     - HTML Format (*.html)
     - XML Format (*.xml)
     - CSV Format (*.csv)
   - Control Manager 3 report formats:
     - Rich Text Format (*.rtf)
     - Adobe PDF Format (*.pdf)
     - ActiveX
     - Crystal Report Format (*.rpt)
7. Click Next.

## Step 2: Specify the Product/Products from Which the Report Data Generates

### Procedure

1. Select the managed product or directory from which Control Manager gathers the report information.
2. If the report contains data from a Network VirusWall Enforcer device, specify the clients from which the reports generate:
   - All clients: Reports generate from all Network VirusWall Enforcer devices
   - IP range: Reports generate from a specific IP address range
   - Segment: Reports generate from a specific network segment
3. Click Next.

## Step 3: Specify the Date that the Product/Products Produced the Data

### Procedure

1. Specify how often reports generate:
   - Daily: Reports generate daily.
   - Weekly: Reports generate weekly on the specified day.
   - Bi-weekly: Reports generate every two weeks on the specified day.
   - Monthly: Reports generate monthly on the first day of the month, the 15th of the month, or the last day of the month.
2. Specify the data range:
   - Reports include data up to the Start the schedule time specified below: This means that a report could have up to 23 hours more data contained in the report. While this has a small affect on weekly or monthly reports, this can make a "daily" report with almost two days worth of data depending on the Start schedule time.
   - Reports include data up to 23:59:59 of the previous day: This means that data collection for the report stops just before midnight. Reports will be an exact time period (example: Daily reports will be 24 hours) but will not contain the absolute latest data.
3. Specify when the report schedule starts:
   - Immediately: The report schedule starts immediately after enabling the report.
   - Start on: The report schedule starts on the date and time specified in the accompanying fields.
   1. Type a date in the mm/dd/yyyy field.
   2. Specify a time in the accompanying hh and mm fields.

   | ##### Note Click the calendar icon next to the mm/dd/yyyy field to use a dynamic calendar to specify the date range.

4. Click Next.

## Step 4: Specify the Recipient of the Report

### Procedure

1. Type a title for the email message that contains the report in the Subject field.
2. Type a description about the report in the Message field.
3. Select Email the report as an attachment to enable sending the report to a specified recipient.
4. Specify to select users or groups from the Report Recipients list.
5. Select the users/groups to receive the report and click the >> button.
6. Click Finish after selecting all users/groups to receive the report.