Setting up scheduled reports

In version 5 of Boring Toolbox we released scheduling for device reports.  This feature will allow you to receive pre-generated reports in your inbox giving you the ability to monitor system health and retention compliance without any extra effort.

Set up email

Set up email notifications via

Introduction to the view

1. Button to create scheduled reports
2. Search for previously created scheduled reports by name
3. Select a report and click Edit Report to alter the schedule or report criteria
4. Select a report and click Delete Report to delete all past and future reports for that entry
5. Allows you to download previously generated reports

How to configure a scheduled report

1. Enter a name for the report.  This will also show in the email header when the report comes in.
2. Select the recurrence of daily, weekly, or monthly.
3. First and last date the report will run.  The set max date is box checked by default, which schedules the report 5 years in advance.
4. Start time is when you would like Boring Toolbox to begin running the report.
5. Timezone the report should run in.
6. Emails address who should receive the report.  A semicolon should separate multiple emails (;).
7. Select the devices you would like to be included in the report.
8. Filter: Device Status
   • This will limit the report to only showing the devices that match the selected status.
9. Filter: Device Type
   • This will limit the report to only showing the devices that match the selected type.
10. Filter: Columns
    • This allows you to select the columns you want to display on the report.  By default, all column options are checked.
11. Includes camera snapshots in the report as a column.
12. Includes device retention in the report as a column.
13. Filter: Include cameras not recording
    • This will only show cameras without recorded video for the specified days.  Note that this filter will affect the results of your whole report. 
14. Select how you would like the report to be delivered
    • Email with an attachment will send the report as an Excel attachment in an email
    • Email a download link will send an email which will allow you or your users to download the report straight from the management server.
    • Output to the location will allow you to send the report to a shared drive, like SharePoint.
15. Send to Bot
    • If the Teams or Slack bot are enabled, and this slider is set to yes, your report will also be delivered to your configured Slack or Teams channel.

Report Recurrence Options

Depending on your recurrence selection you will have different options for when you can run the report.

Daily

• Start Date: Earliest day you would like the report to run
• End Date: The last day to run the report
• Set Max Date: Will set the last date 5 years in the future

Weekly

• Select what day of the week you would like to run the 

Monthly

• Select what day of the month you would like the report to run
  • First day of the month
  • Last day of the month
  • Specific day between the 2nd and 30th