Create a server task to run and deliver a report: best practice

You must create a server task to automatically run the report and send the compliance report to your administrators.

You must have already:

Created and scheduled a server task that runs the compliance queries.
Created the report that includes the output of these queries.

Follow these steps to:

Automatically run a report that contains the data captured from your compliance queries.
Use a server task to email the report to the administrators every Monday morning at 5:00 a.m.

For details about product features, usage, and best practices, click ? or Help.

Select Menu → Automation → Server Tasks, then click Actions → New Task.
In the Server Task Builder, configure these settings, then click Next.
1. In the Descriptions tab, type a name and notes.
2. In the Schedule status, click Enabled.
In the Actions tab, select Run Report, configure these settings, then click Next.
1. For Select a report to run, select the compliance report you configured.
2. Select your language.
3. For Sub-Actions, select Email file.
4. For Recipients, type the email addresses of your administrators.
  Note
  Separate multiple email addresses with commas.
5. For Subject, type the information you want to appear in the subject line of the email.
In the Schedule tab, change these settings, then click Next.
1. For Schedule type, click Weekly.
2. For Start date, select today's date.
3. For End date, click No end date.
4. Change the Schedule settings to configure the task to run on Monday at 5:00 AM.
  Note
  You can set the schedule to run when and as often as you want.
5. Confirm that all settings are correct in the Summary tab, then click Save.

That completes the final task to create a compliance report that runs automatically and is delivered to your administrators every Monday morning at 5 a.m.