Use the following instructions to create a new email reporting task in Server Backup Manager.
{note:title=Notice}
Make sure you configured the SMTP Host and SMTP Default Return Address in the _Manager Options_ screen prior to scheduling a report. for more information about these options, see [ServerBackup:Configure Manager Options].
Although setting the FROM address appears optional, the best practice is to add a *FROM*: address to the *Set Report Options, without setting a FROM address you may get an error when adding a report*.
{note}
1. Click *Reports* in the Main Menu. The _Reports_ page displays.
2. Click the *\+ New Report* button to add a new report. The _Create New Report_ window displays as shown in the following image. Review the introductory information and click the *Next *button to continue. !Create New Report 1.png|border=1!
If you no longer want to view the _Introduction_ screen when adding a new report, clear the *Show this tip next time* check box before clicking *Next*.
3. On the _Name_ screen, enter a unique report name and subject, and then choose whether you want to enable the report. You must enable the report before it runs on the defined schedule.
!Create New Report 2.png|border=1!
Click *Next* to proceed.
4. On the Owner screen, select the report owner from the available list. The details of the report are based on the owner selected on this screen.
!Create New Report 3.png|border=1!
Click *Next *to proceed.
5. On the _Select Report Type_ screen, select the report type you want to create. Available report types include:
* *Task History Report*. Provides a typical report based on task history.
* *Server/Agent Backup Status Report*. Notifies you of any server or Backup Agent backup failures from specified days.
* *Quota Reached Alert Report*. Notifies you if the quota allocated to the selected volume is reached to the specified percentage.
!Create New Report 4.png|border=1!
Click *Next *to proceed.
6. On the _Set Frequency_ screen, select the frequency at which you want the report to run.
!Create New Report 5.png|border=1!
Available frequencies include:
* *On Demand*. Run the report only when manually executed.
* *Minutely*. Run the report every _X_ minutes, where _X_ is a value in minutes between 0 and 59. If _Minutely_ is selected, you must complete the *Execute every* *{_}X{_}* *minutes* field. For example, enter *15* to run the report every 15 minutes.
* *Hourly*. Run the report hourly. If _Hourly_ is selected, you must also enter the starting minute of the report. For example, to run the report at half-past each hour, enter *30* in the *Starting Minute* field. To run the report every hour on the hour, enter *0* in this field.
* *Daily*. Run the report on a daily basis. If _Daily_ is selected, you must also define the starting minute and hours of report execution. For example, to run the report at 8 a.m. and 6 p.m. each day, enter *0* in the *Starting Minute* field and select the *8AM* and *6PM* check boxes in the *Hours of Day* field.
* *Weekly*. Run the report on a weekly basis. If _Weekly_ is selected, you must also define the start time in hours, minutes, and days of report execution. Enter a start time, such as 1:00 a.m., in the *Start Time* field, and select one or more of the days of the week on which the report should run in the *Days of Week* field. This specifies the days of the week on which the report should run.
* *Monthly*. Run the report on a monthly basis. If _Monthly_ is selected, define the start time in hours and minutes and days of the month of report execution. Enter a start time, such as 1:00 a.m., in the *Start Time* field, and select one or more of the days of the month in the *Days of Month* field. This specifies the days of the month on which the report should run.
* *Yearly*. Run the report on a yearly basis. If _Yearly _is selected, define the start time in hours and minutes, days of month, and months of report execution. Also complete *Start Time*, *Day of Month*, and *Months of Year*. Specify the start time in hours and minutes, the day of the month on which you want the report to run, and select one or more months in which you want the report to run.
Click *Next* to proceed.
7. On the _Choose Recipients_ screen, define the recipients of the report. Click *Add Users* to select specific users on the Backup Manager, click *Add Groups* to select specific groups on the Backup Manager, or click *Add E-mail Address* to specify email addresses to which you want to send the report.
!Create New Report 6.png|border=1!
(_Optional)_ Once a user or group has been added, you can restrict the permissions for a user or group by clearing the appropriate check box for the permission you want to remove. Available permissions include:
* *Can view report from UI*. Clear this check box to prevent this user or group from viewing the report in the user interface. This user or group can only receive the report in an email message.
* *Can receive report via email*. Clear this check box to prevent this user, group, or email address from receiving the report in an email message. This user or group can only view the report in the user interface while this email address cannot view the report at all.
Click *Next* to proceed.
8. On the _Choose Report Filters_ screen, choose one or more filters to apply to tasks in the report. Note that when you choose a filter, the wizard adds the next window you visit based on your selection. Available filters include:
* *Filter by Protected Machine*. Include tasks for the specified protected machines.
* *Filter by Task Type*. Include tasks of the specified types.
* *Filter by Task State*. Include tasks of the specified states.
* *Filter by Task Alert*. Include tasks with alerts or tasks without alerts.
* *Filter by Log Message Level*. Include tasks that contain a log message with one of the specified levels.
!Create New Report 7.png|border=1!
Click *Next* to proceed.
9. One of the following windows displays depending on your selections in the Report Filters screen.
* *Choose Servers*. If you select *Filter by Server* in the previous window, the _Choose Servers_ screen displays. Select the appropriate server(s) on which you want to filter the report. The Email Report contains data about only those tasks run for these selected servers. Tasks run against other servers or not associated with a server are not included in the report.
!Create New Report 7-1.png|border=1!
* *Choose Task Types*. If you select *Filter by Task Type* in the previous window, the _Choose Task Types_ screen displays.
!Create New Report 7-2.png|border=1!
Select the appropriate task type from the available list, and then click *Add*. Available task types include:
** *Archive Recovery Points*
** *Bare Metal Restore*
** *Data Protection Policy*
** *Database Restore*
** *Delete Archive Points*
** *Disk Safe Replication*
** *Disk Safe Verification*
** *Exchange Restore*
** *Merge Recovery Points*
** *Remote Agent Deployment*
** *Reporting*
** *Restore Control Panel User Data*
** *Restore Files*
** *System*
** *Task History Clean-up*
** *Vacuum*
* *Choose Task States*. If you select \*Filter by Task State *in the previous window, the \_Choose Task States _window displays.
!Create New Report 7-3.png|border=1!
Select the appropriate state(s) on which you want to filter the report. The Email Report contains data about only those tasks in the selected state(s). Tasks in other states are not included in the report. Note that tasks in unfinished states may change state after the report runs. Available task states include:
** *Queued*
** *Running*
** *Finished*
** *Error*
** *Cancelled*
** *Duplicate*
* *Choose Task Alerts*. If you select *Filter by Task Alert* in the previous window, the _Choose Task Alerts_ screen displays.
!Create New Report 7-4.png|border=1!
Select whether you want to include tasks with or without alerts based on the following selection:
** *Only Include Tasks with Alerts*. If you choose to include tasks with alerts, only tasks that have an alert at the time the report runs are included.
** *Only Include Tasks without Alerts*. If you choose to include tasks without alerts, only tasks that have no alerts at the time the report runs are included. Note that tasks in unfinished states may encounter an alert after the report runs.
* *Choose Log Message Levels*. If you select *Filter by Log Message Level* in the previous window, the _Choose Log Message Levels_ screen displays.
!Create New Report 7-5.png|border=1!
Select the appropriate log message level(s) on which you want to filter the report. Only those tasks with at least one log message are included in the report. Tasks without a log message are not included in the report. Note that tasks without any log messages may encounter a message after the report runs. Available log message levels include:
** *Info*
** *Warn*
** *Error*
10. After completing the appropriate report filters, click *Next*. The _Set Report Options_ screen displays.
!Create New Report 8.png|border=1!
Select the options you want to include in this report. Available options include:
* *Send Individual Emails*. Send the report as a separate email message to each recipient on the list.
* *Send Empty Reports*. Send the report even if there is no new data since the last time it ran.
* *Include Full Alert Details*. Include the full alert details, which will include the full text of the alerts and their associated log messages.
* *Specify From Address*. Specify a from address for the email instead of the Backup Manager default address. Also complete *From Address* with the address you want to use.
Click *Next* to proceed.
11. On the _Summary_ screen, review the details of the report that you have selected.
!Create New Report 9.png|border=1!
If the report summary is accurate, click *Save* to add the report to the system. If the summary is not accurate, return to the appropriate window to make your changes before clicking *Save*.
12. Click *OK* to close the confirmation window.
You can verify your report by [accessing the Reports window|Access reporting] and reviewing the available report details.
{excerpt:hidden=true}
Instructions on how to create a new report in Server Backup Manager.
{excerpt}
{note:title=Notice}
Make sure you configured the SMTP Host and SMTP Default Return Address in the _Manager Options_ screen prior to scheduling a report. for more information about these options, see [ServerBackup:Configure Manager Options].
Although setting the FROM address appears optional, the best practice is to add a *FROM*: address to the *Set Report Options, without setting a FROM address you may get an error when adding a report*.
{note}
1. Click *Reports* in the Main Menu. The _Reports_ page displays.
2. Click the *\+ New Report* button to add a new report. The _Create New Report_ window displays as shown in the following image. Review the introductory information and click the *Next *button to continue. !Create New Report 1.png|border=1!
If you no longer want to view the _Introduction_ screen when adding a new report, clear the *Show this tip next time* check box before clicking *Next*.
3. On the _Name_ screen, enter a unique report name and subject, and then choose whether you want to enable the report. You must enable the report before it runs on the defined schedule.
!Create New Report 2.png|border=1!
Click *Next* to proceed.
4. On the Owner screen, select the report owner from the available list. The details of the report are based on the owner selected on this screen.
!Create New Report 3.png|border=1!
Click *Next *to proceed.
5. On the _Select Report Type_ screen, select the report type you want to create. Available report types include:
* *Task History Report*. Provides a typical report based on task history.
* *Server/Agent Backup Status Report*. Notifies you of any server or Backup Agent backup failures from specified days.
* *Quota Reached Alert Report*. Notifies you if the quota allocated to the selected volume is reached to the specified percentage.
!Create New Report 4.png|border=1!
Click *Next *to proceed.
6. On the _Set Frequency_ screen, select the frequency at which you want the report to run.
!Create New Report 5.png|border=1!
Available frequencies include:
* *On Demand*. Run the report only when manually executed.
* *Minutely*. Run the report every _X_ minutes, where _X_ is a value in minutes between 0 and 59. If _Minutely_ is selected, you must complete the *Execute every* *{_}X{_}* *minutes* field. For example, enter *15* to run the report every 15 minutes.
* *Hourly*. Run the report hourly. If _Hourly_ is selected, you must also enter the starting minute of the report. For example, to run the report at half-past each hour, enter *30* in the *Starting Minute* field. To run the report every hour on the hour, enter *0* in this field.
* *Daily*. Run the report on a daily basis. If _Daily_ is selected, you must also define the starting minute and hours of report execution. For example, to run the report at 8 a.m. and 6 p.m. each day, enter *0* in the *Starting Minute* field and select the *8AM* and *6PM* check boxes in the *Hours of Day* field.
* *Weekly*. Run the report on a weekly basis. If _Weekly_ is selected, you must also define the start time in hours, minutes, and days of report execution. Enter a start time, such as 1:00 a.m., in the *Start Time* field, and select one or more of the days of the week on which the report should run in the *Days of Week* field. This specifies the days of the week on which the report should run.
* *Monthly*. Run the report on a monthly basis. If _Monthly_ is selected, define the start time in hours and minutes and days of the month of report execution. Enter a start time, such as 1:00 a.m., in the *Start Time* field, and select one or more of the days of the month in the *Days of Month* field. This specifies the days of the month on which the report should run.
* *Yearly*. Run the report on a yearly basis. If _Yearly _is selected, define the start time in hours and minutes, days of month, and months of report execution. Also complete *Start Time*, *Day of Month*, and *Months of Year*. Specify the start time in hours and minutes, the day of the month on which you want the report to run, and select one or more months in which you want the report to run.
Click *Next* to proceed.
7. On the _Choose Recipients_ screen, define the recipients of the report. Click *Add Users* to select specific users on the Backup Manager, click *Add Groups* to select specific groups on the Backup Manager, or click *Add E-mail Address* to specify email addresses to which you want to send the report.
!Create New Report 6.png|border=1!
(_Optional)_ Once a user or group has been added, you can restrict the permissions for a user or group by clearing the appropriate check box for the permission you want to remove. Available permissions include:
* *Can view report from UI*. Clear this check box to prevent this user or group from viewing the report in the user interface. This user or group can only receive the report in an email message.
* *Can receive report via email*. Clear this check box to prevent this user, group, or email address from receiving the report in an email message. This user or group can only view the report in the user interface while this email address cannot view the report at all.
Click *Next* to proceed.
8. On the _Choose Report Filters_ screen, choose one or more filters to apply to tasks in the report. Note that when you choose a filter, the wizard adds the next window you visit based on your selection. Available filters include:
* *Filter by Protected Machine*. Include tasks for the specified protected machines.
* *Filter by Task Type*. Include tasks of the specified types.
* *Filter by Task State*. Include tasks of the specified states.
* *Filter by Task Alert*. Include tasks with alerts or tasks without alerts.
* *Filter by Log Message Level*. Include tasks that contain a log message with one of the specified levels.
!Create New Report 7.png|border=1!
Click *Next* to proceed.
9. One of the following windows displays depending on your selections in the Report Filters screen.
* *Choose Servers*. If you select *Filter by Server* in the previous window, the _Choose Servers_ screen displays. Select the appropriate server(s) on which you want to filter the report. The Email Report contains data about only those tasks run for these selected servers. Tasks run against other servers or not associated with a server are not included in the report.
!Create New Report 7-1.png|border=1!
* *Choose Task Types*. If you select *Filter by Task Type* in the previous window, the _Choose Task Types_ screen displays.
!Create New Report 7-2.png|border=1!
Select the appropriate task type from the available list, and then click *Add*. Available task types include:
** *Archive Recovery Points*
** *Bare Metal Restore*
** *Data Protection Policy*
** *Database Restore*
** *Delete Archive Points*
** *Disk Safe Replication*
** *Disk Safe Verification*
** *Exchange Restore*
** *Merge Recovery Points*
** *Remote Agent Deployment*
** *Reporting*
** *Restore Control Panel User Data*
** *Restore Files*
** *System*
** *Task History Clean-up*
** *Vacuum*
* *Choose Task States*. If you select \*Filter by Task State *in the previous window, the \_Choose Task States _window displays.
!Create New Report 7-3.png|border=1!
Select the appropriate state(s) on which you want to filter the report. The Email Report contains data about only those tasks in the selected state(s). Tasks in other states are not included in the report. Note that tasks in unfinished states may change state after the report runs. Available task states include:
** *Queued*
** *Running*
** *Finished*
** *Error*
** *Cancelled*
** *Duplicate*
* *Choose Task Alerts*. If you select *Filter by Task Alert* in the previous window, the _Choose Task Alerts_ screen displays.
!Create New Report 7-4.png|border=1!
Select whether you want to include tasks with or without alerts based on the following selection:
** *Only Include Tasks with Alerts*. If you choose to include tasks with alerts, only tasks that have an alert at the time the report runs are included.
** *Only Include Tasks without Alerts*. If you choose to include tasks without alerts, only tasks that have no alerts at the time the report runs are included. Note that tasks in unfinished states may encounter an alert after the report runs.
* *Choose Log Message Levels*. If you select *Filter by Log Message Level* in the previous window, the _Choose Log Message Levels_ screen displays.
!Create New Report 7-5.png|border=1!
Select the appropriate log message level(s) on which you want to filter the report. Only those tasks with at least one log message are included in the report. Tasks without a log message are not included in the report. Note that tasks without any log messages may encounter a message after the report runs. Available log message levels include:
** *Info*
** *Warn*
** *Error*
10. After completing the appropriate report filters, click *Next*. The _Set Report Options_ screen displays.
!Create New Report 8.png|border=1!
Select the options you want to include in this report. Available options include:
* *Send Individual Emails*. Send the report as a separate email message to each recipient on the list.
* *Send Empty Reports*. Send the report even if there is no new data since the last time it ran.
* *Include Full Alert Details*. Include the full alert details, which will include the full text of the alerts and their associated log messages.
* *Specify From Address*. Specify a from address for the email instead of the Backup Manager default address. Also complete *From Address* with the address you want to use.
Click *Next* to proceed.
11. On the _Summary_ screen, review the details of the report that you have selected.
!Create New Report 9.png|border=1!
If the report summary is accurate, click *Save* to add the report to the system. If the summary is not accurate, return to the appropriate window to make your changes before clicking *Save*.
12. Click *OK* to close the confirmation window.
You can verify your report by [accessing the Reports window|Access reporting] and reviewing the available report details.
{excerpt:hidden=true}
Instructions on how to create a new report in Server Backup Manager.
{excerpt}