In this article

Use this article to understand Scheduled Reports. It outlines steps to create, edit, export report previews, and delete Scheduled Reports for Standard and MSP accounts. 

This function is managed by account users with admin or higher permissions. Dashboard users with lower permissions—e.g. Policies or Read Only users—will not see the Scheduled Reports option in their DNSFilter dashboard. 

Scheduled Reports is a DNSFilter feature that makes it possible for users to receive summaries of DNS reports in their email inbox at scheduled intervals. This interval can be weekly, bi-weekly or monthly.

Scheduled Reports create an automated feedback channel helping users stay up to date on DNS activities on their network and have greater visibility into how DNSFilter is protecting them from threats and unwanted content.

The report encompasses the last 30 days of traffic regardless of the recurrence schedule, and includes 

• Total Requests
• Threats Blocked. A total number and graph with subtotals for each blocked threat type, plus a table of top blocked threats
• Blocked Content. A total number and graph with subtotals for each blocked content type, plus a table of top blocked content
• Top Active Sites. Like Insights Reporting, the report shows up to 6 of the most active Sites for the organization

The maximum recipients for a Scheduled Report is [number of dashboard users] + 20. Schedule multiple reports as needed to deliver to more recipients. 

Create a Scheduled Report

Use these steps to create a Scheduled Report.

1. From the DNSFilter dashboard, navigate to Reporting and select Scheduled Reports
2. Select DNS Protection Summary Report
3. Select Recipients
   • Choose 1 or both options
     1. Check the box to send the report to all dashboard users
     2. Enter individual emails or provide a comma separated list of emails (Limit 20). Select + Add after entering the emails
   • Customize each report by MSP Organization (client recipients)
     1. Option to check the box to send the report to all dashboard users (same as the MSP Users list). These are the MSP's users, not client recipients
     2. Select Organization(s) to receive a report on their traffic
     3. Enter individual emails or provide a comma separated list of emails of each Organization's users that will receive the report (Limit 20). Select + Add after entering the emails
4. Select Continue
5. Enter the schedule: select how often the report will send
   
   ✍️ The first report will send on the next available scheduled date. E.g. the 1st of the following month (scheduled monthly) or the following Monday (scheduled weekly). This specific date will populate on the Review & Finalize screen 
   
   
6. Customize the report: 
   1. Toggle to include/exclude the Threat Summary
   2. Toggle to include/exclude the Content Category Summary. If included, select the amount of categories to display in the report
7. Select Continue
8. Review & Finalize the schedule. Use the Back option to make edits to the report configuration
   
   ✍️ This page includes options to preview the report as a downloadable PDF, which contains the same information as the Threat Report email enabled via the Reporting dashboard's Alerts tab.
    
9. Select Schedule & Complete to save the report 

The new Scheduled Report will now show up on the Your Scheduled Reports list on the Scheduled Reports dashboard. 

Edit or delete a Scheduled Report

The most common use case for editing is to add or remove report recipients.

To change or delete a report follow these steps.

1. From the DNSFilter dashboard, navigate to Reporting and select Scheduled Reports
2. Locate the report under Your Scheduled Reports
   
   ✍️ Trying to delete a report but it looks the same as other reports? Edit the report to change the frequency or recipients so it no longer matches others on the list
    
3. Select the options menu under Actions for the report
   
   
   
   
4. Select an action: 
   1. Select Edit to update the report (or view the current report configuration)
      • Follow the steps above to make configuration changes. Changes will not update until Schedule & Complete is selected
      • Remove recipients by selecting the 'X' next to the email address
   2. Select Delete to delete the report. A confirmation prompt will appear to proceed with the request

Once confirmed the updates take effect on the next Scheduled Report.