|Situation||Customer wants to create, view, or schedule a report in Proofpoint Essentials.|
|Solution||See instructions below to learn how to set a report as a favorite and schedule it for regular delivery.|
Building and Sending Reports in Proofpoint Essentials
- Navigate to Reports.
- In the left panel, select the report you want to view.
- Configure as desired based on available options.
- In the gray field, click the gear icon to save report as a favorite.
- Give the report a Name.
On the left Report Panel you will see a new category called favorites. Here is where you will find all your saved reports.
Scheduling & Sending Reports
- Navigate to Reports > Schedule List.
- Click Add a Report Schedule.
- Provide a Description of your report.
- Select the desired Frequency from the dropdowns.
- In the Send To field, enter the desired email address.
- From the Choose a Report dropdown, select the desired report.
- Click Save.
You will now receive the report via e-mail.