Manage reports

You can modify or delete added reports. The default reports cannot be modified or deleted.

Modify a report

To modify the newly added reports, complete the following steps:

1. Go to Advanced > Report.
2. On the Report page, select the report and click Modify.
3. On the Modify Report page, edit the existing information.
4. Click Save.
5. In the Save Report window, click OK.

Delete a report

To delete a report, complete the following steps:

1. Go to Advanced > Report.
2. On the Report page, select the report and click Delete.
3. In the Delete Report window, click OK.

Report mailing

You can schedule an automated email containing a report’s information to Knox Manage admins. Each email links to an Excel spreadsheet of the report, which is available for download for 7 days. The downloads are authenticated with a one-time password sent by SMS. Email frequency can be daily, weekly, or monthly. Up to 10 reports can be scheduled.

Here is an example of a report email and the report’s one-time password authentication:

To schedule a report for mailing:

1. Go to Advanced > Report, then click Report Mailing Settings.
2. Click Add.
3. Complete the Add Report Schedule form:
   1. Schedule Name — A unique name for the schedule.
   2. Period — The time interval during which the reports are emailed.
   3. Frequency — How often to email the report. Choose Daily, Weekly, or Monthly.
   4. Report — The report to email.
   5. Sent To — The Knox Manage admins who receive the emails.