Report Designer

Setting up statistics in custom reports and sending ready-made reports to e-mail.


UTM provides the ability to create report templates and set up their distribution in .pdf format by e-mail.


My templates

This tab creates templates with statistics that can be viewed in a browser, saved as a .pdf, or sent via email.

Clicking the Add button will open the template settings menu.

Set the time period, report the name, and click Add Widget. One template can contain multiple widgets.

Widget setup:

After you finish customizing the template, click Create.
1. Report Designer.png


Scheduled reports

This tab provides the ability to create/edit settings for sending email campaigns.

To create a setting, click Scheduled Reports -> Add in the upper left corner. In one setting, you can specify several e-mail recipients (the Add recipient button) and several reports (the Add report button).

Reports will be sent to:


When you click on the Create button, UTM will save all user send time settings in all filters (once a day, once a week, and once a month), but the template will only be sent during the period selected by the user.

For example:

1. When creating a report, the time period is set:

2. Proceed to edit the report by clicking the Edit button and changing the time period settings:

3. Go back to editing the report and select Once a month, the settings created in step 1 will open.

Example: You want to set up sending a report with information about blocked sites for all users every first day of the month.

The first thing to do is to create a report template based on which statistics will be collected for sending:

1. Click Add in the My Templates tab;
2. Select the time period for which the report should be generated from the proposed filters or specify the dates by clicking Select a date;
3. Specify the name of the report (line Report name);
4. Click the Add Widget button;
5. Fill in the lines:

6. Specify Display Settings
3. Report Designer.png
7. Save the template by clicking the Create button.

Create a rule by which the report template will be sent to email:

1. Click Add in the Scheduled Reports tab;
2. Fill in the lines:

3. Select the required template in the drop-down list in the line;
4. Specify the date/day and time settings for sending the report to the recipient.


Revision #4
Created 27 August 2022 17:51:29 by Val Redman
Updated 13 October 2022 15:50:32 by Val Redman