Adding/Editing Report Templates Parent topic

Purpose: Add/Edit report templates by defining the report template name and other settings.
Location: Analysis & Reports > Reports

Procedure

  1. Click Add or select the item you would like to change and then click Edit.
  2. Specify a report template name and a short description of the report.
  3. Enable or disable the report feature.
  4. Indicate the desired report settings including the date range, and the frequency.
    If you set Generate Report to On Demand, the report template will not be scheduled. In all other instances, the report templates are scheduled.
  5. To send an email notification when the report generates, enable Email the report, and then specify the email addresses of your report recipients as well the subject and content of this email template.
    Separate multiple entries with commas.
    Important
    Important
    Makes sure to configure the SMTP server and port information at AdministrationNotificationsSMTP Settings.
  6. Indicate the users from whom you would like reports included, whether all users, specific users or groups, or specific IP addresses or ranges.
  7. Define individual report templates by selecting the appropriate types, formats, and options. If log favorites exist, custom reports can be selected as extra report types as well.
  8. Click Save.