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To get the maximum value from KPI reports, its critical to track progress and trends over time. With the built-in scheduler, Varonis makes it easy to generate reports on a regular basis.

To bring up the scheduler, click on the “Subscription” button.

You’ll then need to save the report template.  Use a descriptive name for the report template name.  Click Save.

For internal tracking, the subscription will need a name.  The name can be the same as the report filter contents for easy identification (for example:  If the report is tracking Folders with global access over the last 30 days, name the subscription “Folders with global access – Last 30 days”).

Enter the subscription name in the “Name” field.  The description is optional.  The default delivery method is via email.  Leave this setting configured as-is.

Next, configure the email recipient data:

  • In the “To:” section, include the email address of the intended recipient, or distribution group.  The “CC:” and “BCC:” fields are optional.
  • The “Reply:” field is not necessary, but can be populated with a generic IT mailbox in case a recipient has questions.
  • Choose the report format from the “Format:” drop-down box.  The most popular format is PDF.
  • Optionally, fill out the “Comments:” section for inclusion in the body of the message.  You may want to include tips to interpret the results of the report.

Click the “Scheduler” tab to schedule the report frequency.

Depending on the type of report, and the scope, you may want to schedule reports to come at different intervals.

Weekly schedule

If the report look-back period is set to 30 days, it is recommended to schedule a weekly report.  Select “Week” from the Time interval drop-down.

Schedule the meeting for a fixed day and time, so the recipients will have a consistent schedule to review the data.  The most common day and time are weekly on Monday at 8:00 am.

Click the radio button next to “On the following days” to enable this option.  Next, place a check in the box next to the day of the week on which the report should arrive.  In this example, it will be sent every Monday.

In the “Start On Time” section, configure the arrival time of the report (in 24-hours format).  In this example, it is set for 8:00 am.

Last, click the OK button to save the email subscription

Monthly Schedule

If the report look-back period is set to 180 days, it is recommended to schedule a monthly report.  Select “Month Relative” from the Time interval drop-down.

Schedule the meeting for a fixed day and time, so the recipients will have a consistent schedule to review the data.  The most common day and time are the first Monday of every month at 8:00 am.

Place a check in the box next to every month of the year on which the report should arrive.  In this example, it will be sent every month.

From the “On week of the month” drop-down menu, select the week in which the report should be generated.  The most popular week is the first of each month.

Next, place a check in the box next to the day of the week on which the report should arrive.  In this example, it will be sent on a Monday.

In the “Start On Time” section, configure the arrival time of the report (in 24-hours format).  In this example, it is set for 8:00 am.

Last, click the OK button to save the email subscription.

Review scheduled reports

To view a list of scheduled reports, or make changes, click on the “My Subscriptions” section on the bottom left – you can view, edit, or run any of the reports from this section.

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