How to Create a Data Transfer Report

This section provides information about creating a data transfer report. After the report is generated, the report is sent as a link to the email ID and the additional recipients, if added.

Note: The Create Report option is not available for Direct Monitor, Direct Recovery, MSP Recovery, MSP Account Recovery, Tenant Monitor, and Tenant Recovery.

Follow these steps:

1. On the Reports screen, click Data Transfer under Reports.
2. On the Data Transfer screen, click Create Report.

The Create Data Transfer Report dialog appears.

3. For Report Name, enter a unique name for your new report.
4. Select one of the following options:
5. For Direct Customer Organizations:
• Report all Sources: Lets you generate report from all the available sources.
• Report selected Source Groups: Lets you generate report only from the selected source groups. If you select this option, from the drop-down option, select source groups, and then click Add. To select multiple groups, repeat the action.
6. For MSP Based Organizations:
• Report all Organizations: Lets you generate report from all the available organizations.
• Report selected Organizations: Lets you generate report only from the selected organizations. If you select this option, from the drop-down list, select organizations, and then click Add. To select multiple organizations, repeat the action.
5. (Optional) To share your report with others, enter an email ID of one or more recipients, and then click Add.
6. Select one of the following options to create report:
• Generate Report now: Lets you create and email report immediately. If you select this option, from the Select a date range for the report drop-down list, select the date range as Last 24 Hours, Last 7 Days, or Last 1 Month. You can also select Custom to select your choice of date range.
• Set a Schedule: Lets you plan to create and email report later. If you select this option, provide the delivery time and frequency. Based on your selection, report is shared through email daily, weekly or monthly.
7. If all the fields are entered properly, the Create button is enabled.
7. Click Create.
8. A confirmation dialog appears and informs about the successful generation of the report.

The data transfer report created displays on the Data Transfer screen and an email is sent to the logged in user and other recipients (if added).