View, export and email backup statuses on the Monitor page

You can view recent job backup statuses on the Monitor page in Portal. If a potential ransomware threat was detected when running a job, "Potential Threat" appears beside the job's backup status.

From the Monitor page, you can navigate to related information on the Computers page or in the Logs window

You can export data from the Monitor page in comma-separated values (.csv), Microsoft Excel (.xls), or Adobe Acrobat (.pdf) format. The exported data file (named "Job Monitor Export.csv", "Job Monitor Export.xls" or "Job Monitor Export.pdf") is downloaded to the user's computer.

Beginning in Portal 9.20, Admin users and Support users can email reports with data from the Monitor page. These Job Monitor Export reports can be:

A Job Monitor Export report is emailed as an attachment in .csv, .xls or .pdf format (named "Job Monitor Export.csv", "Job Monitor Export.xls" or "Job Monitor Export.pdf"). Reports in .xls and .pdf format are formatted using the site’s logo, color, and custom text.

Note: We recommend turning off macros in Microsoft Excel when using Portal, particularly if you export or email information in .xls or .csv format and open these reports in Excel.

To view, export and email backup statuses on the Monitor page:

  1. On the navigation bar, click Monitor.

    The Monitor page shows recent backup statuses for jobs in your site.

  2. To change which job backup statuses appear, click a view or enter filter criteria. For more information, see Filter records on a page.

  3. To view information for a job or computer on the Computers page, click the name of a job or online computer.

  4. To view a job’s logs in the History/Logs window, click the job’s last backup status.

  5. To export job backup status data from the Monitor page, click the Export box. In the list that appears, click one of the following formats for the exported data file:

    • CSV (comma-separated values)

    • XLS (Microsoft Excel)

    • PDF (Adobe Acrobat)

      Export format list

    The data file is downloaded to your computer in the specified format.

  6. To email a Job Monitor Export report, do the following when signed in as an Admin or Support user:

    1. To specify which job backup statuses appear in the report, click a view or enter filter criteria.

    2. Click the Email/Schedule box. In the Send Report list that appears, click Email Once.

    3. In the Email Once dialog box, do the following:

      1. In the To box, type one or more email addresses for sending the report. Use commas to separate multiple email addresses.

      2. In the Subject box, type a subject for the report email.

      3. In the Attachment list, click one of the following formats for the emailed report:

        • CSV (comma-separated values)

        • Excel (Microsoft Excel)

        • PDF (Adobe Acrobat)

    4. Click Okay.

  7. To schedule a Job Monitor Export report to be emailed, do the following when signed in as an Admin or Support user:

    1. To specify which job backup statuses appear in the scheduled report, enter filter criteria in any column except the Last Backup Date column.

      Note: You can only schedule a report to be emailed when the All Jobs view is selected on the Monitor page.

    2. Click the Email/Schedule box. In the Send Report list that appears, click Schedule New Report.

    3. In the Email/Schedule dialog box, do the following:

      • In the To box, type one or more email addresses for sending the report. Use commas to separate multiple email addresses.
      • In the Report Name box, type a name for the scheduled report. This name appears in the Email/Schedule list.
      • In the Subject box, type a subject for the email.
      • In the Attachment list, click one of the following formats for the emailed report:
        • CSV (comma-separated values)

        • Excel (Microsoft Excel)

        • PDF (Adobe Acrobat)

    4. Do one of the following:

      • To email the report on specific days each week, in the Frequency list, click Daily. In the day row, select the days when you want to email the report each week.

        Days of week report setting

      • To email the report once each week, in the Frequency list, click Weekly. In the day row, select the day when you want to email the report each week.

        Weekly report setting

      • To email the report once each month, in the Frequency list, click Monthly. In the calendar, select the date when you want to email the report each month, or select Last Day to email the report on the last day of each month.

        Monthly report setting

    5. Using the At field, specify the time when you want to email the report on the specified days.

    6. Click Okay.