Compliance & operations

Schedule recurring security reports

Configure daily, weekly, or monthly Secorvia reports and confirm the generated output through report history.

Reviewed

Before you start

Report generation must be available, with at least one report type configured.

Create a scheduled report

Open Scheduled Reports → New Schedule. Enter Schedule Name, such as Weekly Executive Summary, then choose Report Type and Format.

Choose a cadence

Set Daily, Weekly, or Monthly and the applicable day, hour, and minute. Monthly schedules use the last day of a short month if the selected day does not exist.

Confirm timezone and next run

Set Timezone, save, and review Next Run and Status in the schedule list. These fields are the quickest check that the cadence matches the intended business time.

Check the actual report

After the schedule runs, inspect Last Run and open Reports. Confirm the generated report reaches Completed and can be downloaded. Use Edit to change the schedule and recheck its next run afterward.

Where you are now

A recurring report schedule is configured and its output can be checked independently of the schedule itself.

WHEN SOMETHING LOOKS OFF

A few things to check

No report types available

Report configuration or access must be resolved before a schedule can generate output.

Last Run exists but no downloadable report

Inspect Reports for Pending, Generating, or Failed output; execution and completion are separate states.

PUT IT INTO PRACTICE

Make your next move in Secorvia.

Open the app and follow along with your own organization.

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