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Scheduled Reports

This guide shows you how to schedule reports in AD Pro Toolkit.

A scheduled report runs on its own, daily, weekly or monthly, and emails the results or saves them to a folder. Use it for reports people need regularly, such as a weekly list of disabled accounts for the help desk, or a monthly list of privileged group members for an audit.

Any report can be scheduled, including your custom reports.

To manage them, go to Automation > Scheduled reports.

Before you start

To email reports, set up the email server first. Saving to a folder doesn't need it.

Create a scheduled report

  1. Go to Automation > Scheduled reports and select New schedule.
  2. If you have more than one domain, choose the Domain.
  3. Under Report, search for the report and select it.
  4. Optionally, select Choose columns to change the columns, and Add filters to narrow the results. Filters work the same way as on a report. See Using reports.
  5. Choose Export as: Excel, CSV or PDF.
  6. Choose the Frequency and time:
    • Daily: every day at the time you choose.
    • Weekly: once a week, on the day you choose.
    • Monthly: on a day of the month from 1 to 28, every month or every few months.
  7. Choose the Delivery: Email, Save to disk, or Email and save to disk.
    • For email, enter the Recipients, separated by commas. Optionally, select Add message to include a note in the email.
    • For saving, enter the Save folder, for example C:\Reports\AD or a shared folder such as \\fileserver\reports.
  8. Enter a Name, for example Weekly disabled users.
  9. Select Create schedule.

Times are in the time zone of the computer AD Pro Toolkit is installed on.

Manage scheduled reports

The Scheduled reports page lists every schedule, with its report, frequency, format and Last run. From the icons on each row you can:

  • Run now: run it straight away, without waiting for its next time. A good way to test a new schedule.
  • Edit it.
  • Duplicate it, to make a similar schedule without starting from scratch.
  • Delete it.

Use the switch in the Status column to pause a schedule without deleting it. Active runs on schedule; Paused doesn't.

Last run shows when it last ran and how many rows it found. If a run failed, it shows Failed; hover over it to see why.

Things to know

  • Reports use the latest synced data at the time they run, the same as when you open the report.
  • Filters that use dates move with time. A filter like More than 90 days ago means 90 days before each run, not before the day you set it up.
  • Saved files are never overwritten. Each run adds a new file with the date and time at the start of its name, so old files build up until you delete them.
  • The folder is written by AD Pro Toolkit's service account, not by you, so that account needs permission to write to it. If the service runs as Local System, a shared folder sees the computer's own account, COMPUTERNAME$.

Troubleshooting

  • Last run shows Failed: hover over it to see the reason.
  • "No recipients are set": edit the schedule and add at least one email address.
  • The email doesn't arrive: select Send test under Settings > Email server to check that email works, and check the recipients' spam folders.
  • The file isn't saved: check the folder path, and that AD Pro Toolkit's service account can write to it.