You can schedule compliance summary reports for regular distribution to specified recipients.

A warning icon appears next to the Schedule Name if there is an issue with the schedule scope (e.g., the Business Unit assigned to the scheduled report was deleted).

To schedule a compliance report:

1. Go to Administration > Scheduled Reports.
2. Click Add Schedule.

See image.

3. On the General Information tab:
   • Schedule Name: Enter a unique name for the report.
   • Format: Select either Excel or PDF.
   • Benchmark: Select one or multiple active compliance benchmarks.
4. Click Next.

See image.

5. On the Scope tab, use the following filter drop-down menus to focus on desired information:
   • Business Units: Select one or multiple business units. Business units are logical groups of multiple cloud accounts.
   • Clouds: Select one or multiple cloud service providers.
   • Accounts: Select one or multiple cloud accounts.
   • Regions: Select one or multiple regions

See image.

To learn more about filters, see Using Filters.

6. Click Next.
7. On the Schedule tab:
   • Frequency: Select a schedule as follows:
     • Select Daily and select the time and timezone.
     • Select Weekly and select the day, time, and timezone.
     • Select Monthly and select the date, time, and timezone.
   • Recipients: Enter the email addresses of the recipients.

See image.

8. Click Next, then click Finish.