Scheduled Reports¶
Scheduled reports allow the platform to automatically generate and deliver reports on a recurring basis. This removes the need to manually generate reports for regular operational reviews, compliance checks, or management distributions.
How Scheduled Reports Work¶
A report schedule defines:
- Which report to generate
- The parameters to use (for reports that accept them)
- The frequency — daily, weekly, or monthly
- The recipients to deliver the report to
- The export format for delivery
When a schedule fires, the platform generates the specified report in the background and delivers it to all configured recipients by email in the chosen format. Delivery is recorded in the audit log.
Creating a Report Schedule¶
- Navigate to Reports → Schedules.
- Select Create Schedule.
- Configure the schedule:
| Field | Description |
|---|---|
| Report type | The report to generate automatically |
| Parameters | Any parameters the report accepts (for example, the expiry window for Expiring Certificates, or the period for Platform Activity Summary) |
| Frequency | How often the report runs — Daily, Weekly, or Monthly |
| Recipients | One or more email addresses to receive the report |
| Format | The export format to deliver — PDF or CSV |
- Select Save.
The schedule becomes active immediately. The first delivery occurs at the next scheduled interval.
Managing Report Schedules¶
All configured schedules are listed under Reports → Schedules. Each entry shows the report type, frequency, recipients, format, and the date and time the report was last run and is next due to run.
Editing a Schedule¶
- Navigate to Reports → Schedules.
- Select the schedule to edit.
- Update the configuration as needed.
- Select Save.
Changes take effect from the next scheduled run. In-progress deliveries are not affected.
Enabling and Disabling a Schedule¶
A schedule can be disabled without deleting it — useful for temporarily suspending delivery during maintenance periods or while reviewing the report's configuration.
To disable a schedule:
- Navigate to Reports → Schedules.
- Select the schedule.
- Select Disable.
To re-enable a schedule:
- Navigate to Reports → Schedules.
- Select the schedule.
- Select Enable.
Deleting a Schedule¶
- Navigate to Reports → Schedules.
- Select the schedule to delete.
- Select Delete and confirm.
Deleting a schedule stops all future deliveries. Previously delivered reports are not affected.
Recommended Schedules¶
The following are common scheduled report configurations for operational and compliance programmes:
| Report | Frequency | Format | Recommended use |
|---|---|---|---|
| Expiring Certificates (30 days) | Weekly | Weekly operational review — certificates needing attention in the coming month | |
| Expiring Certificates (90 days) | Monthly | CSV | Planning horizon — forward visibility for renewal scheduling |
| Weak Cryptography Report | Monthly | Security posture monitoring | |
| Failed Authentication Attempts | Weekly | Security monitoring distribution to security team | |
| Platform Activity Summary (monthly) | Monthly | Management distribution | |
| Compliance Posture Report | Monthly | Audit readiness and compliance programme review | |
| CA Certificate Status | Monthly | PKI health check — ensure CA certificates are not approaching expiry |