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Proofpoint, Inc.

Building and Sending Reports in Proofpoint Essentials

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

  1. Navigate to Reports.
  2. In the left panel, select the report you want to view.
  3. Configure as desired based on available options.
  4. In the gray field, click the gear icon to save report as a favorite. 
  5. 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

  1. Navigate to Reports > Schedule List.  
  2. Click Add a Report Schedule.
  3. Provide a Description of your report.
  4. Select the desired Frequency from the dropdowns.
  5. In the Send To field, enter the desired email address.
  6. From the Choose a Report dropdown, select the desired report.
  7. Click Save.

You will now receive the report via e-mail.