How to set up Auto Reports in PDQ Inventory

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Annalisa Williams|Updated January 26, 2021
Setting Up Auto Reports in PDQ Inventory
Setting Up Auto Reports in PDQ Inventory

Let's talk reports. You may already be familiar with reporting in PDQ Inventory and know how to build reports and how to build reports from collections. But did you know you can now create reports that automatically run and even email those reports to whomever you need?


Setting Up an Auto Report

Select the Auto Report option from the left tree and then click the New button in the right corner to create your auto report. 

You can also select any reports you've already created and right click on them select Attach to Auto Report > New Auto Report. You can attach multiple reports to an Auto Report. 

Auto Report Window

You'll first give your report a name and a path where you want your reports to be saved to. You can type in your own file name, or use the drop down where a list of variable names are listed. These are useful for keeping reports organized, especially those with variable $(Date) for scheduled reports. 

Auto Report Dropdown

Reports can be sent as a PDF, XLS, CSV, and more. 

Next, if you're familiar with scheduling deployments in PDQ Deploy this won't be too new to you. You have a lot of flexibility in scheduling. You can either schedule days to run the reports or set it to run at intervals (for example, every three days). 

scheduling auto report

Emailing Your Reports

Before you can start sending emails, you'll first need to set up your email server in File > Preferences > Mail Preferences. Once you have that set up then you can add addresses, subject lines, and compose a message to accompany the attached file. 

You can also use variables in the subject line as well as in the body of the email. So for example, you're using your report for computers with an old version of Firefox named Firefox (Old) and it runs every Tuesday, then you would put in the subject: New Report on $(Report:Name) for $(Date) which would then email out, New Report on Firefox (Old) for 11/24/2015.  

Email Auto Report

If you ever need to edit a report you can always just go back to that tree select Auto Reports and right click on any of your auto reports for the option to edit. 

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Annalisa Williams

Annalisa was an employee at PDQ.

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