Kaspersky Next XDR Expert

Creating a report delivery task

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You can create a task that will deliver selected reports.

To create a report delivery task:

1. In the main menu, go to Monitoring & reporting → Reports.
2. Select the check boxes next to the report templates for which you want to create a report delivery task.
3. Click the Create delivery task button.

   The New task wizard starts. Proceed through the wizard by using the Next button.

4. At the New task settings step of the wizard, enter the task name.

   The default name is Deliver reports. If a task with this name already exists, a sequence number (<N>) is added to the task name.

5. At the Report configuration step of the wizard, specify the following settings:
   1. Report templates to be delivered by the task.
   2. The report format: HTML, XLS, or PDF.

      The wkhtmltopdf tool is required to convert a report to PDF. When you select the PDF option, Administration Server checks whether the wkhtmltopdf tool is installed on the device. If the tool is not installed, the application displays a message about the necessity to install the tool on the Administration Server device. Install the tool manually, and then proceed to the next step.

   3. Whether the reports are to be sent by email, together with email notification settings.

      You can specify up to 20 email addresses. To separate email addresses, press Enter. You can also paste a comma-separated list of email addresses, and then press Enter.

   4. Whether the reports are to be saved to a folder, together with the corresponding settings.

      After you enable the Save to a folder option, you must specify a POSIX path to the folder. If you want to save the reports to a shared folder, you also have to select the Specify account for access to shared folder check box, and then specify the user account and password for accessing this folder.

      If you select to save the reports to a shared folder, you have to ensure the access to this folder from the device with Administration Server installed. The ways to ensure the access and the tools used depend on your infrastructure.

      When saving the reports to a local folder, credentials are usually not needed since the account under which the Administration Server is running has the access to this folder. If necessary, you can specify the user credentials at the Selecting an account to run the task step of the wizard.

      Regardless of the folder choice, you can also select the Overwrite older reports of the same type check box if you want the new report file to overwrite the file that was saved in the reports folder at the previous task startup.

6. At the Configure task schedule step of the wizard, select the task start schedule.

   The following task schedule options are available:

   • Manually

     The task does not run automatically. You can only start it manually.

     By default, this option is selected.

   • Every N minutes

     The task runs regularly, with the specified interval in minutes, starting from the specified time on the day that the task is created.

     By default, the task runs every 30 minutes, starting from the current system time.

   • Every N hours

     The task runs regularly, with the specified interval in hours, starting from the specified date and time.

     By default, the task runs every 6 hours, starting from the current system date and time.

   • Every N days

     The task runs regularly, with the specified interval in days. Additionally, you can specify a date and time of the first task run. These additional options become available, if they are supported by the application for which you create the task.

     By default, the task runs every day, starting from the current system date and time.

   • Every N weeks

     The task runs regularly, with the specified interval in weeks, on the specified day of week and at the specified time.

     By default, the task runs every Friday at the current system time.

   • Monthly

     The task runs regularly, on the specified day of the month, at the specified time.

     In months that lack the specified day, the task runs on the last day.

     By default, the task runs on the first day of each month, at the current system time.

   • On specified days

     The task runs regularly, on the specified days of each month, at the specified time.

     By default, no days of month are selected. The default start time is 18:00.

   • On virus outbreak

     The task runs after a Virus outbreak event occurs. Select application types that will monitor virus outbreaks. The following application types are available:

     • Anti-virus for workstations and file servers
     • Anti-virus for perimeter defense
     • Anti-virus for mail systems

     By default, all application types are selected.

     You may want to run different tasks depending on the security application type that reports a virus outbreak. In this case, remove the selection of the application types that you do not need.

   • On completing another task

     The current task starts after another task completes. This option only works if both tasks are assigned to the same devices. For example, you may want to run the Manage devices task with the Turn on the device option and, after it completes, run the Virus scan task as a triggering task.

     You have to select the triggering task from the table and the status with which this task must complete (Completed successfully or Failed).

     If necessary, you can search, sort, and filter the tasks in the table as follows:

     • Enter the task name in the search field, to search the task by its name.
     • Click the sort icon to sort the tasks by name.

       By default, the tasks are sorted in alphabetical ascending order.

     • Click the filter icon, and in the window that opens, filter the tasks by group, and then click the Apply button.
7. At this step of the wizard, configure other task schedule settings:
   • In the Task schedule section, check or reconfigure the previously selected schedule and set the time interval, days of the month or week, set the virus outbreak condition or completing another task as a trigger to start the task. A start time can also be specified in this section if an applicable schedule is selected.
   • In the Additional settings section, specify the following settings:
     • Run missed tasks

       This option determines the behavior of a task if a client device is not visible on the network when the task is about to start.

       If this option is enabled, the system attempts to start the task the next time the Kaspersky application is run on the client device. If the task schedule is Manually, Once or Immediately, the task is started immediately after the device becomes visible on the network or immediately after the device is included in the task scope.

       If this option is disabled, only scheduled tasks run on client devices. For Manually, Once and Immediately schedule, tasks run only on those client devices that are visible on the network. For example, you may want to disable this option for a resource-consuming task that you want to run only outside of business hours.

       By default, this option is disabled.

     • Use automatically randomized delay for task starts

       If this option is enabled, the task is started on client devices randomly within a specified time interval, that is, distributed task start. A distributed task start helps to avoid a large number of simultaneous requests by client devices to the Administration Server when a scheduled task is running.

       The distributed start time is calculated automatically when a task is created, depending on the number of client devices to which the task is assigned. Later, the task is always started on the calculated start time. However, when task settings are edited or the task is started manually, the calculated value of the task start time changes.

       If this option is disabled, the task starts on client devices according to the schedule.

     • Use automatically randomized delay for task starts within an interval of

       If this option is enabled, the task is started on client devices randomly within the specified time interval. A distributed task start helps to avoid a large number of simultaneous requests by client devices to the Administration Server when a scheduled task is running.

       If this option is disabled, the task starts on client devices according to the schedule.

       By default, this option is disabled. The default time interval is one minute.

     • Stop the task if it runs longer than

       After the specified time period expires, the task is stopped automatically, whether it is completed or not.

       Enable this option if you want to interrupt (or stop) tasks that take too long to execute.

       By default, this option is disabled. The default task execution time is 120 minutes.

8. At the Selecting an account to run the task step of the wizard, specify the credentials of the user account that is used to run the task.
9. If you want to modify other task settings after the task is created, at the Finish task creation step of the wizard, enable the Open task details when creation is complete option (by default, this option is enabled).
10. Click the Finish button to create the task and close the wizard.

The report delivery task is created. If the Open task details when creation is complete option is enabled, the task settings window opens.