Author: Colm Carew

Ensure to do this on the Errigal QA System (qalb1.err/ReportingManager) as we do not want to send emails to customers!

Scheduled Reports are reports that are ran a certain time every day/week and the result of running these reports then gets emailed to whoever has the visibility that the report is ran for.

Clicking on the Clock Icon (Manage Schedules) will bring the following menu :

This allows you to select any report and see it schedules/create new schedules.

Once a report is selected it's schedules will be listed underneath it as below

You can then double click on the name of the schedule and it will open a window like :

In the case of the above, all users that receive emails and have the ATPColm visibility will get an email when this schedule is ran. Note if the report has any variables you will need to put those variables into the schedule. See below :

In order to test a scheduled report there is a test schedule button which will send an email to the logged in user of whichever schedule you have selected.

To verify that schedules are correctly configured for the required users, the following query can be used in the reporting_manager database:

SELECT  u.username,email_address,u.subscribed_to_role_emails,role.name as roleName,report_schedule,enabled,s.name
FROM reporting_manager.reporting_shiro_user u
LEFT JOIN reporting_manager.reporting_shiro_user_reporting_shiro_role rJ
  on u.id = rJ.reporting_shiro_user_roles_id
LEFT JOIN reporting_manager.reporting_shiro_role role
  on rJ.reporting_shiro_role_id = role.id
  left join reporting_manager.scheduled_config_reporting_shiro_role sJ
  on role.id = sJ.reporting_shiro_role_id
LEFT JOIN reporting_manager.scheduled_config s on sJ.scheduled_config_roles_id = s.id
where (Filter by role, User name, email, etc)
-- group by u.name,role.name

Select a report or use one of your previous assessment reports. Make sure the report has visibilities assigned to it. Create a schedule for the report (make sure enabled is unchecked so it does not run). Click test schedule and ensure you receive the email and the email + excel sheet are correct.