Schedule a Report

A scheduled report generates one type of PDF report on a regular basis, daily, weekly or monthly, and e-mails it to the members you choose. You set up and remove schedules on the Scheduled Reports screen.

Before You Start

  • Package: your organization's package must include Reports. See Reports.
  • Role: Admin or Member. Admins can send a schedule to any member of the organization; a member can choose only themselves as the recipient.
  • Recipients: reports are e-mailed to members of your organization. To add people first, see Manage members and invitations.

Where to Find It

Sidebar: REPORTS › SCHEDULED REPORTS · https://platform.deepinfo.com/app/platform/scheduled-reports

Read the Screen

  1. Breadcrumb and title: DEEPINFO / SCHEDULED REPORTS and Scheduled Reports.
  2. SCHEDULE A REPORT: opens the popup that creates a schedule.
  3. ALL REPORTS tab: your schedules, one card each. A card shows "Scheduled for:" and "Last Sent Date:".

When there are no schedules yet, the screen shows No scheduled reports and "Schedule a report to have it delivered to your inbox automatically."

The Scheduled Reports screen with no schedules yet, showing No scheduled reports and the SCHEDULE A REPORT button.

Schedule a Report

  1. Select SCHEDULE A REPORT. The SCHEDULE NEW REPORT popup opens. It has two steps.
  2. Report Template: under REPORT TYPE, select the report to send. Every template is a PDF report:
    • EASM Executive Summary Report
    • EASM Weekly Progress Report
    • Asset Detail Report
    • Vulnerability Detail Report
    • Vulnerability Overview Report
    • Issue Overview Report
    • Issue Detail Report
  3. If you chose a report about one item, an extra field appears. Pick the item there:
    • Asset Detail Report: ASSET ("Select asset").
    • Vulnerability Detail Report: CVE ID ("Select CVE").
    • Issue Detail Report: ISSUE ("Select issue").
  4. Scheduling & Delivery:
    1. Enter a SCHEDULE NAME.
    2. Under FREQUENCY, choose DAILY, WEEKLY or MONTHLY.
    3. Under DELIVERY CHANNELS, Email is switched on. In the Add a member box, choose the members who should receive the report. You can choose more than one.
  5. Select SCHEDULE REPORT. The schedule appears in the list.

To close the popup without saving, press Esc.

The SCHEDULE NEW REPORT popup at step 1, Report Template, with the PDF report tiles under REPORT TYPE. Step 2 of the popup, Scheduling & Delivery, with the SCHEDULE NAME field, a frequency chosen under FREQUENCY and the Add a member box under DELIVERY CHANNELS.

See a Schedule's Details

Click a schedule's card. A drawer opens on the right with two tabs, Overview and History. Overview shows Frequency, Members (the recipients), Next Send Date and Last Sent Date.

Remove a Schedule

  1. Open the schedule's drawer.
  2. Select DELETE.
  3. In the Remove Scheduled Report dialog, select REMOVE.

The report stops being sent.

Change a Schedule

A schedule cannot be edited. To change its report, frequency or recipients, remove it and schedule the report again with the new settings.

Good to Know

  • Only PDF reports can be scheduled. The CSV and JSON exports cannot be sent on a schedule. See Export all data as CSV or JSON.
  • Issue Detail Report is available only here. It covers one issue you choose, and it is not in the catalogue on REPORTS › REPORTS.
  • You cannot choose the hour or the day. There is no control for the time of day or the day of the week. A schedule's drawer shows its Next Send Date.
  • E-mail is the only delivery channel.
  • Each run generates a new report. Every time a schedule is due, the platform generates the report and e-mails it. To generate a report yourself at any time, see Generate and download a PDF report.

Do This With the API

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