PIM Manager settings · Reports > Management report

Monthly management report

Key	ManagementReport.Monthly
Where	Reports > Management report
Type	On / off
Default	Off
Confirmation	PIM Manager asks you to confirm before it is switched on.

What it does

Builds the full management report (key figures and trends, risk and exceptions, changes and audit, compliance evidence) for the last full month, once a month, keeps it for download under Reports > Management report and mails it as an attachment to the recipients you list.

When enabled

On the first scheduled run on or after the 1st of a month, last month's report is built and stored once, then mailed to each recipient. A report too large for a mail is sent as a link to PIM Manager instead. With no recipients it is stored but not mailed.

When disabled

No monthly report is built or mailed. You can still build a report for any period yourself under Reports > Management report. A report already stored stays available for download.

Risk and how to reverse it

The report names privileged access, held changes and exceptions, and the recipients get the file by mail without signing in to PIM Manager. Reversible: switch it off and no further report is sent; reports already mailed stay with their recipients.

Requires

Admin role in PIM Manager to change it. Pro edition to switch it on. Working mail sending, and at least one recipient for the report to be mailed.