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DashboardDashboards Guide

Table of Contents

Navigate the Scheduled Reports Tab

The Scheduled Reports tab provides single-pane access to all your reports that you have scheduled for email delivery, both public and draft. A scheduled report can be used to send regular emails with a snapshot of a dashboard in PDF format or to send its raw data in CSV format. For information about creating a report for delivery, see Create a Scheduled Report.

On the Scheduled Reports tab, you can only view reports that you have scheduled yourself, not reports scheduled by other users. By default, when the Scheduled Reports tab is displayed, it opens in the Favorites view and shows only those reports you have marked as favorites. If you have not yet marked any reports as favorites, the tab opens with the My Scheduled Reports list open to display all of your currently scheduled reports.

The tab includes four main sections, as shown in the following image and described in the numbered points below.

reports-tab.png
  1. Use the tabs at the top of the page to toggle the homepage display between dashboards, visualizations, and scheduled reports.

  2. Use the search bar under the tabs to quickly locate specific scheduled reports. Search by the report name or contents.

  3. In the left navigation panel, your scheduled reports are organized into a folder structure which provides an easy way to group and access individual report schedules. The following folders are included:

    • Favorites – Displays only the scheduled reports you have marked as favorites. To mark a dashboard as a favorite, click the favorite icon (icon-favorite.png). It's on the far right of a report row. This is the default view of the Scheduled Reports tab. If you have not marked any reports as favorites, click My Scheduled Reports to change the view.

    • My Scheduled Reports – Displays all of the reports you have scheduled.

  4. The list panel on the right shows the set of scheduled reports currently displayed and provides powerful access to information about individual reports. Each scheduled report is shown with its name, who created it, and which dashboard its contents represent. You can interact with individual scheduled reports in the following ways:

    • Click the favorite icon (icon-favorite.png) for a specific scheduled report to add it to the Favorites folder. Click the icon again to remove the report from Favorites.

    • Use the icons in the column headers to sort (icon-sort.png) or filter (icon-filter.png) the list of scheduled reports.

    • Click the options menu (icon-options.png) to select additional actions for a specific schedule report. Options include, Run Now, Edit, Duplicate, Delete. For more information about these procedures, see Configure and Manage Scheduled Reports.

    • Hover over the different information icons on a specific scheduled report row to display detailed information:

      • Recipients – Displays the email addresses of the scheduled report recipients.

      • Contents Use Cases (icon-use_cases.png )– Displays the use cases the dashboard contained in the scheduled report is associated with.

      • Contents Tags – Displays the tags that have been assigned to the dashboard that the scheduled report contains.

      • Contents MITRE ATT&CK Techniques (icon-mitre.png) – Displays the MITRE ATT&CK® techniques the dashboard contained in the scheduled report is associated with.