Scheduling Reports

You can schedule reports to automatically run on a recurring basis. You can schedule both custom reports and reports that have been shared with you.

When scheduling reports, in addition to deciding when the interval they run on, you also decide:

• What account to run the report on
• Whether to share the results with others
• Who you want to notify by email

To schedule a report

1. In Barracuda XDR Dashboard, click Reports.
2. In the Scheduled Reports area, click the Configure Schedules link.
3. Click Add New.
4. Select a report to run.

5. Select an account.

   If your report has its own filters, use All.

6. Do one of the following:
   • To repeat the report once a month, select Monthly. Type a number in the every box. To run the report on a certain date every month, enable the on day check box and type a number. To run the report on a specific day and week every month, enable the on the check box, then select options from the menus.
   • To repeat the report by week, select Weekly. Type a number in the every box, then click a day button.
   • To repeat the report by day, select Daily. Type a number in the every box.
   • To repeat the report by hour, select Hourly. Type a number in the every box.
7. Optionally, to share the report with others, do either of the following:
   • To allow other users in your company to see the report in the Barracuda XDR Dashboard when it is complete, select  Share this report with other Barracuda XDR users in my company so that it is visible in the dashboard.
   • To email other users a PDF of the report when it is complete, select  Share this report with other Barracuda XDR users in my company so that it is visible in the dashboard, then in the Send email to area, select the names of users. In Include Additional Emails, type any additional email addresses you want to receive the PDF.
8. Click Save.

To edit a report

1. In Barracuda XDR Dashboard, click Reports.
2. In the Scheduled Reports area, click the Configure Schedules link.
3. Do any of the following:
4. In the Report field, select a report.
5. In the Account field, select an account or select All.
6. In the Repeat field, select an option and then make your changes.
7. Optionally, to share the report with others, do either of the following:
   • To allow other users in your company to see the report in the Barracuda XDR Dashboard when it is complete, select  Share this report with other Barracuda XDR users in my company so that it is visible in the dashboard.
   • To email other users a PDF of the report when it is complete, select  Share this report with other Barracuda XDR users in my company so that it is visible in the dashboard, then in the Send email to area, select the names of users. In Include Additional Emails, type any additional email addresses you want to receive the PDF.
8. Click Save.

To delete a report

1. In Barracuda XDR Dashboard, click Reports.
2. In the Scheduled Reports area, click the Configure Schedules link.
3. Click Delete.
4. Click Confirm Delete.