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ReportsExchange ReportsScheduled Reports

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

FrequencyDescription
DailyReport generated and delivered every day at the configured time
WeeklyReport generated on a specific day of the week
Bi-WeeklyReport generated every two weeks
MonthlyReport generated on a specific day of the month
QuarterlyReport 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

ActionDescription
CreateSet up a new scheduled report
EditModify schedule, recipients, or filters
PauseTemporarily stop report generation
ResumeReactivate a paused schedule
DeleteRemove a scheduled report permanently
Run NowTrigger 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 reports
  • POST /api/reports/exchange/schedule — Create a new scheduled report
  • PUT /api/reports/exchange/schedule/{id} — Update a scheduled report
  • DELETE /api/reports/exchange/schedule/{id} — Delete a scheduled report
  • POST /api/reports/exchange/schedule/{id}/run — Trigger immediate run
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