Report Management
Notice
This feature is available in CSAP v3.7.1.0 onwards.
Use Report Management in the Analyst Portal to schedule and manage system-generated reports sent as emails. These reports give statistics about members and alerts. You can change the email subject line along with suffixes and prefixes, add recipients, and schedule the time for sending the report.
Schedule Weekly User Report
In this report, view the number of active members, new members registered, total members, and other member-related statistics. You can also view alert statistics, such as the number of new alerts published, the total number of alerts, the number of alerts sent with notifications, and other alert-related statistics.
Steps
To edit email details and schedule the weekly user report, do the following:
In the Analyst Portal, go to Administration > Report Management.
Hover over Weekly User Report, click the vertical ellipsis, and click Edit.
Enter a prefix, email subject, and suffix to help you categorize this email report. For example, you can enter Important as a prefix, CSAP Weekly User Report as the email subject, and Review as a suffix.
Select the time zone, date, and time to send the report. The report is sent every week at the specified date and time.
Enter the email addresses of the recipients. If you want to add more than one email address, separate the email addresses by a comma.
After making the required changes, click Update.
Schedule Monthly Entitlement Report
In this report, view the list of users who have permission to publish and schedule alerts. Administrators can review this list to make sure that users have the appropriate permissions to review and publish alerts.
Steps
To edit email details and schedule the monthly entitlement report, follow these steps:
In the Analyst Portal, go to Administration > Report Management.
Hover over Monthly Entitlement Report, click the vertical ellipsis, and click Edit.
Enter a prefix, email subject, and suffix to help you categorize this email report. For example, you can enter Important as a prefix, CSAP Monthly Entitlement Report as the email subject, and Review as a suffix.
Select the timezone, week, day, and time to send the report. The report is sent every month at the specified weekday and time.
Enter the email addresses of the recipients. If you want to add more than one email address, separate the email addresses by a comma.
After making the required changes, click Update.
Schedule Daily Alert Report
In this report, view the list of all alerts that are published on a particular day. This report is sent to all members of an organization. Each member receives a report based on the alerts they receive during the day.
Steps
To schedule the daily alert report, follow these steps:
In the Analyst Portal, go to Administration > Report Management.
Hover over Daily Alert Report, click the vertical ellipsis, and click Edit.
Enter a prefix, email subject, and suffix to help you categorize this email report. For example, you can enter Important as a prefix, CSAP Daily Alert Report as the email subject, and Review as a suffix.
Select the timezone and enter the time at which the report is sent every day.
Select the Show Alert Summary checkbox to include a summary of every alert in the report.
After making the required changes, click Update.
Note
Members receive this email report if they have enabled the Daily Alerts Report in User Profile > Profile Settings > Email Subscription in the Member Portal.
Schedule Daily IR Report
As an analyst, you can schedule this report for members, where they can view alerts that are published and matched to the IRs that they follow.
Steps
To schedule the daily IR report, follow these steps:
In the Analyst Portal, go to Administration > Report Management.
Hover over Daily IR Report, click the vertical ellipsis, and click Edit.
Enter a prefix, email subject, and suffix to help you categorize this email report. For example, you can enter Important as a prefix, Daily IR Report as the email subject, and Review as a suffix. The default subject line is Daily Intelligence Requirement (IR) Report - {start_date}.
Select the time zone and enter the time at which the report is sent every day. The default time zone is UTC, and the default scheduled time is 5.30 PM.
After making the required changes, click Update. Members will now start receiving the email report based on the scheduled time.
Note
Members receive this email report only if they have enabled the Daily IR Report in User Profile > Profile Settings > Email Subscription in the Member Portal.