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How to schedule a weekly or monthly report in EnterraMon

EnterraMon can email a report on a schedule without anybody opening the dashboard. The schedule belongs to the contact, not to the site, so two people can receive different reports from the same account.

Open Alerts & recipients, edit the contact, and turn Reports on. The schedule controls appear with it.

Weekly or monthly

Two frequencies, and a day picker for each.

Weekly sends on a chosen day of the week. Monthly sends on a chosen day of the month, and last day is one of the options, which is what you want for a month-end report on a month that is not always the same length.

A weekly report is the right default for a site you are actively working on. A monthly one suits a client who wants a record rather than a running commentary.

Full report or summary

Each contact chooses one of two shapes.

The two report shapes a contact can receive in EnterraMon.
ReportWhat it contains
Full reportThe complete report, including the performance detail, the audit findings and the recommendations
Summary reportAn overview covering uptime, the headline scores and the incidents

The split exists so the person who acts on findings and the person who wants to know it was up can be on the same account. Send the engineer the full report and the client the summary.

Where the report comes from

The report is generated on the schedule and emailed as a PDF. Nothing has to be open, and nothing is sent from your browser, so it arrives at the same time whether you are at a desk or not.

The scheduled run also produces an email body, which carries the same summary text as the PDF. On a phone the email is usually the useful part.

The figures in a scheduled report are the figures held at generation time. A live dashboard keeps moving and the PDF records a moment. That is what makes it useful as a record, and it is also why two reports from consecutive weeks can disagree about a number that still looks current in the dashboard.

What the report shows

Uptime across the period, the incidents that were recorded, the current scores, and the findings from the most recent audit.

The incident list is the part clients read first, and it is the part worth understanding before you forward it. Understanding a downtime event explains what counts as an incident and why a short outage may not appear at all.

On the meaning of the scores themselves, understanding the report on enterramon.com walks through every metric and the waterfall.

Branding

On a Business or Agency plan the PDF and the email can carry your name, your colours and your logo rather than ours. The recipients do not need an EnterraHost account to read it, which is the point when the report is going to a client.

White labelling the reports covers the branding controls and what each one changes.

Checking that it works

The delivery settings show which contacts are currently set to receive which report. A contact with Reports off appears in the list but receives nothing, and the toggle is easy to miss on a contact that was added for alerts only.

If a report is due and nothing arrives, the first thing to check is that toggle, and the second is the spam folder. A scheduled PDF from a service your mail provider has not seen before is a plausible false positive, particularly on the first run.

Every guide in this category is on the EnterraMon page.