Scheduled Reports
Automate Exchange report generation and delivery on a daily, weekly, or monthly basis. Configure reports to be emailed to stakeholders or stored in SharePoint for archival.
Overview
Scheduled Reports allows you to configure automatic generation and delivery of any Exchange report. Set up recurring schedules, define recipients, choose formats, and ensure stakeholders receive the information they need without manual effort.
Available Schedule Frequencies
| Frequency | Description |
|---|---|
| Daily | Report generated and delivered every day at the configured time |
| Weekly | Report generated on a specific day of the week |
| Bi-Weekly | Report generated every two weeks |
| Monthly | Report generated on a specific day of the month |
| Quarterly | Report generated at the end of each quarter |
Configuration Options
Each scheduled report can be configured with:
- Report Type — Select which Exchange report to schedule (Mail Flow, Mailbox Usage, Threats, etc.)
- Frequency — How often the report should be generated
- Time — Preferred time for report generation (in UTC)
- Date Range — Data window for each report run (e.g., last 7 days, last 30 days)
- Recipients — Email addresses to receive the report
- Format — CSV, PDF, or JSON
- Filters — Pre-configured filters applied to each report run
Delivery Options
- Email — Send reports directly to specified email addresses
- SharePoint — Upload reports to a designated SharePoint document library
- Teams — Post report summaries to a Teams channel
- Webhook — Send report data to a custom webhook URL
Managing Scheduled Reports
| Action | Description |
|---|---|
| Create | Set up a new scheduled report |
| Edit | Modify schedule, recipients, or filters |
| Pause | Temporarily stop report generation |
| Resume | Reactivate a paused schedule |
| Delete | Remove a scheduled report permanently |
| Run Now | Trigger immediate generation outside the schedule |
Report History
Each scheduled report maintains a history of past runs:
- Delivery status (Delivered, Failed, Pending)
- Delivery timestamp
- File size
- Error details for failed deliveries
Filters
- Report Type — Filter by which report is scheduled
- Frequency — Daily, Weekly, Monthly
- Status — Active, Paused, Failed
- Created By — Filter by who created the schedule
API Reference
GET /api/reports/exchange/schedules— List all scheduled reportsPOST /api/reports/exchange/schedule— Create a new scheduled reportPUT /api/reports/exchange/schedule/{id}— Update a scheduled reportDELETE /api/reports/exchange/schedule/{id}— Delete a scheduled reportPOST /api/reports/exchange/schedule/{id}/run— Trigger immediate run
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