# Define report tasks

You can set the task to be repeated daily, and also set the output format for the task.

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For more details about the product and how to configure features, click Help or press F1.

## Steps

1. Select Configuration, then browse to Monitoring.
2. Browse to Reports > Design.
3. Right-click a Report Design, then select Start.
4. Click the Task tab.
5. Select how often you want to Repeat the report generation.
   The time period selected in the Report Design determines the available choices.
6. (Optional) Select a Category.
7. Select one or more outputs to be produced directly.
   Note: To view the report before deciding if you want to process it further, leave only Store Report selected.
   - Text Export/PDF Export/HTML Export — The report is stored as a text, PDF, or HTML file on the Management Server in the <installation directory>/data/reports/files/<Report Design name>/ directory. The report is named according to the time range chosen.
     Note: If you installed the Management Server in the C:\Program Files\Forcepoint\SMC directory in Windows, some program data might be stored in the C:\ProgramData\Forcepoint\SMC directory.
   - Post Process — The report is generated according to options chosen and then a script is started. By default, the script is SgPostProcessReport.bat, which is in the <installation directory>/data/reports/bin directory on the Management Server.
8. (Optional) Enter the E-mail Address to which the completed report is sent directly as email. Separate addresses with commas.
   Note: The SMTP server for sending reports must be defined in the Management Server’s properties.
9. (PDF exports only) Select a Style Template. If you use the default Style Template, you can select whether to create a portrait or landscape PDF. If you use a customized template, the orientation is defined in the template.