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1-1v-7h1.7c.46 0 .68-.57.33-.87L12.67 3.6c-.38-.34-.96-.34-1.34 0l-8.36 7.53c-.34.3-.13.87.33.87H5v7c0 .55.45 1 1 1h3c.55 0 1-.45 1-1z" fill="currentColor"></path></svg></a></li><li itemscope="" itemprop="itemListElement" itemtype="https://schema.org/ListItem" class="breadcrumbs__item"><a class="breadcrumbs__link" itemprop="item" href="/dashboard"><span itemprop="name">HUMAN Dashboard</span></a><meta itemprop="position" content="1"></li><li itemscope="" itemprop="itemListElement" itemtype="https://schema.org/ListItem" class="breadcrumbs__item breadcrumbs__item--active"><span class="breadcrumbs__link" itemprop="name">Create and Schedule Reports</span><meta itemprop="position" content="2"></li></ul></nav><div class="tocCollapsible_ETCw theme-doc-toc-mobile tocMobile_ITEo"><button type="button" class="clean-btn tocCollapsibleButton_TO0P">On this page</button></div><div class="theme-doc-markdown markdown"><h1>Create and Schedule Reports (Dashboard)</h1><p>Reports are downloadable files generated from custom views in the <a href="/dashboard/explore"><a href="/dashboard/explore">Explore</a></a> section of the HUMAN Dashboard, either run on a one-time basis (ad hoc) or as part of a recurring schedule. You can download these reports from the <a href="/dashboard/reports"><a href="/dashboard/reports">Reports</a></a> section of the Dashboard.</p><h2 class="anchor anchorWithHideOnScrollNavbar_WYt5" id="create-an-ad-hoc-report">Create an ad hoc report<a href="#create-an-ad-hoc-report" class="hash-link" aria-label="Direct link to Create an ad hoc report" title="Direct link to Create an ad hoc report"></a></h2><p>To create a new ad hoc report, <a href="/dashboard/create-views"><a href="/dashboard/create-views">create or adjust the Explore view</a></a> you’d like to leverage for your report, select <strong>Save</strong>, then select <strong>Report</strong>. If you’re creating a new report, you’ll also need to give your report a unique name before selecting <strong>Save</strong>.</p><p>Your report will be accessible from the <a href="/dashboard/reports"><a href="/dashboard/reports">Reports</a></a> page immediately.</p><h2 class="anchor anchorWithHideOnScrollNavbar_WYt5" id="create-a-scheduled-report">Create a scheduled report<a href="#create-a-scheduled-report" class="hash-link" aria-label="Direct link to Create a scheduled report" title="Direct link to Create a scheduled report"></a></h2><p>To create a report that runs on a schedule, <a href="/dashboard/create-views"><a href="/dashboard/create-views">create or adjust the Explore view</a></a> you’d like to leverage for your report, then select the <strong>Set Schedule</strong> toggle from the Schedules & Alerts section. You’ll be able to configure the following schedule settings:</p><ul><li><p><strong>Repeats:</strong> How often HUMAN will generate a report.</p></li><li><p><strong>Repeats every/on/at:</strong> The frequency at which new reports will be generated. The available options correspond to the interval you selected from the Repeats drop-down menu. For example, if you choose to schedule reports on a weekly basis, you can select specific days of the week to generate new reports.</p></li><li><p><strong>Set Alert:</strong> If this toggle is enabled, HUMAN will run reports as scheduled, but new report files will only appear in the <a href="/dashboard/reports"><a href="/dashboard/reports">Reports</a></a> section of the Dashboard if those reports contain data based on your selected fields, metrics, and filters. (In other words, if a report contains no data, the empty report file will not be generated.) For more information, see <a href="/reporting/dashboard-alerts"><a href="/reporting/dashboard-alerts">Set Up Dashboard Alerts</a></a>.</p></li><li><p><strong>Email Notification:</strong> If this toggle is selected, HUMAN will send an email with the corresponding report file attached for each scheduled report. If the Set Alert toggle is also selected, you will only receive email notifications for reports with a nonzero amount of data.</p></li><li><p><strong>Send To:</strong> The email address(es) to which email notifications will be sent.</p></li></ul><div class="theme-admonition theme-admonition-note alert alert--secondary admonition_LlT9"><div class="admonitionHeading_tbUL"><span class="admonitionIcon_kALy"><svg viewBox="0 0 14 16"><path fill-rule="evenodd" d="M6.3 5.69a.942.942 0 0 1-.28-.7c0-.28.09-.52.28-.7.19-.18.42-.28.7-.28.28 0 .52.09.7.28.18.19.28.42.28.7 0 .28-.09.52-.28.7a1 1 0 0 1-.7.3c-.28 0-.52-.11-.7-.3zM8 7.99c-.02-.25-.11-.48-.31-.69-.2-.19-.42-.3-.69-.31H6c-.27.02-.48.13-.69.31-.2.2-.3.44-.31.69h1v3c.02.27.11.5.31.69.2.2.42.31.69.31h1c.27 0 .48-.11.69-.31.2-.19.3-.42.31-.69H8V7.98v.01zM7 2.3c-3.14 0-5.7 2.54-5.7 5.68 0 3.14 2.56 5.7 5.7 5.7s5.7-2.55 5.7-5.7c0-3.15-2.56-5.69-5.7-5.69v.01zM7 .98c3.86 0 7 3.14 7 7s-3.14 7-7 7-7-3.12-7-7 3.14-7 7-7z"></path></svg></span>note</div><div class="admonitionContent_S0QG"><p>By default, only certain authorized domains can be added as recipients. If you’d like to send email notifications to an email address whose domain has not yet been approved, please contact a HUMAN representative for assistance.</p></div></div><p>After you’ve finished adjusting these schedule settings, select <strong>Save</strong> to confirm your changes. </p><p>New report files will be accessible from the <a href="/dashboard/reports"><a href="/dashboard/reports">Reports</a></a> page every time your scheduled report is run.</p></div></article><nav class="pagination-nav docusaurus-mt-lg" aria-label="Docs pages"><a class="pagination-nav__link pagination-nav__link--prev" href="/dashboard/reports"><div class="pagination-nav__sublabel">Previous</div><div class="pagination-nav__label">Reports</div></a><a class="pagination-nav__link pagination-nav__link--next" href="/reporting"><div class="pagination-nav__sublabel">Next</div><div class="pagination-nav__label">Reporting</div></a></nav></div></div><div class="col col--3"><div class="tableOfContents_bqdL thin-scrollbar theme-doc-toc-desktop"><ul class="table-of-contents table-of-contents__left-border"><li><a href="#create-an-ad-hoc-report" class="table-of-contents__link toc-highlight">Create an ad hoc report</a></li><li><a href="#create-a-scheduled-report" class="table-of-contents__link toc-highlight">Create a scheduled report</a></li></ul></div></div></div></div></main></div></div><footer class="footer"><div class="container container-fluid"><div class="footer__links text--center"><div class="footer__links"><a href="https://www.humansecurity.com/" target="_blank" rel="noopener noreferrer" class="footer__link-item">HUMAN Security</a><span class="footer__link-separator">·</span><a href="https://www.humansecurity.com/company/about" target="_blank" rel="noopener noreferrer" class="footer__link-item">About Us</a><span class="footer__link-separator">·</span><a href="https://www.humansecurity.com/learn/blog" target="_blank" rel="noopener noreferrer" class="footer__link-item">Blog</a><span class="footer__link-separator">·</span><a href="https://resources.humansecurity.com/research-and-investigations" target="_blank" rel="noopener noreferrer" class="footer__link-item">Satori Research</a><span class="footer__link-separator">·</span><a href="https://www.humansecurity.com/company/the-human-collective" target="_blank" rel="noopener noreferrer" class="footer__link-item">The Human Collective</a><span class="footer__link-separator">·</span><a href="https://www.humansecurity.com/privacy" target="_blank" rel="noopener noreferrer" class="footer__link-item">Privacy Policy</a></div></div></div></footer></div> <script src="/assets/js/runtime~main.2650ea22.js"></script> <script src="/assets/js/main.a13e9b4a.js"></script> </body> </html>