Save Reports and Schedule Delivery
Learn how to create and schedule report filters for automatic delivery
Many users regularly need to run the same reports on a recurring basis. Reapplying the same filters each time can be repetitive and time-consuming. Saved reports and scheduled report delivery help streamline this process by letting users save filtered reports and automatically deliver them on a recurring schedule.
Benefits
An admin can return and easily re-run the report without having to reset the filters
These saved reports can be turned into comma-separated value (CSV) files and automatically emailed to a specified list of recipients
These emails can be scheduled daily, weekly, or monthly
You need Access Admin permissions to create and manage access reports.
Create a saved report
Navigate to the Access Control homepage and on the left side, select the Reports icon.
Select your preferred filters and click Save Report.
On the Save Report dialog, type a Report Name (required) and a description (optional), and click Save. Both can be edited after the creation of the saved report.
Once the report is saved, the reports page loads. The left pane contains some metadata attached to the saved report. The right pane is the report itself.
At the top right, click Schedule to schedule these reports.
Choose the schedule frequency for your saved reports: Daily, Weekly, or Monthly.
Example: The Daily frequency requires a specific time and timezone.
Example: The Weekly option allows for selecting the days of the week you want to send the report. This example has Sunday (S), Tuesday (T), and Friday (F) selected.
Example: The Monthly option allows you to choose specific date of the month or the week number/weekday.
Choose the recipients of your scheduled report. You can specify both individual users or access groups.
Example: User and group specified
You should see your new saved report in the Saved Reports tab.
Duplicate an existing report
In Verkada Command, go to All Products > Access.
In the left navigation, select Reports.
Configure the filters as needed.
On the right, click Save Report.
On Save Report:
Enter a unique name.
(Optional) Add a report description.
Click Save.
After you save the report, it will open on the Saved Reports tab. The left pane displays metadata for the saved report, while the right pane displays the report.
Create a scheduled report
In Verkada Command, go to All Products > Access.
In the left navigation, select Reports.
At the top, click Saved Reports > your report.
In the top right, click Schedule.
Select the schedule frequency for the report:
Daily: Specify the time and time zone for report delivery.
Weekly: Select the day or days of the week to deliver the report.
Monthly: Choose either a specific day of the month or a week number and weekday (for example, the second Tuesday of each month).
Choose the recipients of your scheduled report. You can specify both individual users and access groups.
In the top right, click Save Schedule.
Saved reports are private to the user who created them. Only the report creator can view, edit, or run a saved report, regardless of their Access Control permissions or role. If other users need the same report data, schedule report delivery to send the results to them, or have each user create and save their own report.
Duplicate an existing report
To create a similar report while keeping the existing filters (but not the schedule), duplicate the report and make any necessary changes.
In Verkada Command, go to All Products > Access.
In the left navigation, select Reports > Saved Reports.
Hover over your report and click > Duplicate.
Enter a unique name.
(Optional) Add a report description.
Click Duplicate.
(Optional):
Open the report and edit the filters if needed
Export a report
You can export a saved report as a CSV file.
In Verkada Command, go to All Products > Access.
In the left navigation, select Reports.
At the top, click Saved Reports > your report.
In the top right, click Export.
Click OK to send the report to your email address.
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