Scheduling presentation reports

Administrator Help | TRITON AP-WEB and Web Filter & Security | Version 8.3.x

Related topics:

Presentation reports

Running a presentation report

Viewing the presentation reports scheduled jobs list

You can run presentation reports as they are needed, or you can use the Presentation Reports > Scheduler page to create jobs that define a schedule for running one or more reports.

Reports generated by scheduled jobs are distributed to one or more recipients via email. As you create scheduled jobs, consider whether your email server will be able to handle the size and quantity of the attached report files.

The completed reports are also added to the Presentation Reports > Review Reports page (see Reviewing scheduled presentation reports).

To access the Scheduler:

Click the Scheduler button at the top of the Presentation Reports page (above the Report Catalog).

When editing a report filter, choose Save and schedule in the Confirm tab, and then click Finish (see Defining the presentation report filter).

Click the job name link on the Job Queue page to edit a job.

Click Add on the Job Queue page to create a new job.

The Scheduler page contains several tabs for selecting the reports to run and the schedule for running them. For detailed instructions, see:

Setting the presentation reports schedule

Selecting presentation reports to schedule

Setting the date range for a scheduled presentation report

Selecting output options for scheduled presentation reports

After creating jobs, use the Job Queue to review job status and find other helpful information (see Viewing the presentation reports scheduled jobs list).

When a scheduled presentation report has run, the report file is sent to recipients as an email attachment called presentationreport_0. The number increments, according to the number of reports attached.

Scheduled reports are also automatically saved to the ReportingOutput directory on the TRITON management server machine (C:\Program Files (x86)\Websense\Web Security\ReportingOutput, by default). Note that the name of the attachment sent via email does not match the name of the file stored in the ReportingOutput directory. The best way to find a specific report is to use the Review Reports page, which can be searched by date or job name, as well as report name.

Reports are automatically deleted from the Review Reports page and the ReportingOutput directory after the period specified on the Settings > Reporting > Preferences page (5 days, by default). If you want to retain the reports for a longer time, include them in your backup routine or save them in a location that permits long term storage.

An alert is displayed on the Review Reports page for a period of time before the report is deleted (3 days, by default). Use the Settings > Reporting > Preferences page to change this warning period.

Depending on the number of reports you generate daily, report files can occupy considerable amounts of disk space. Be sure there is adequate disk space available on the TRITON management server machine. If the ReportingOutput directory grows too large before the files are automatically deleted, you can delete the files manually.

The report is generated in the format you choose: PDF (Adobe Reader 7.0 or later), XLS (Microsoft Excel 2003 or later), or HTML. If you choose HTML format, the report may display in the TRITON Manager content pane. Reports displayed in the content pane cannot be printed or saved to a file. To print or save a report to file, choose the PDF or XLS output format.