Views:
The Create Report wizard guides you through the steps for creating a custom report. At a minimum, you must name your report and select a template. Use the icons located in the navigation pane to quickly see if all of the required fields for a category are complete; incomplete categories display a red x, complete categories display a green check mark.

Procedure

  1. On the navigation pane for the Reports workspace, select Saved Reports.
    The Saved Report screen displays a table that lists the report title and its corresponding report template.
  2. Click Create Report.
    The Create Report wizard opens.
    Note
    Note
    You can also access the Create Report wizard if you click Save Report on a report template or Save As on a saved report. For details, see Run a report.
  3. On the Report Name screen, provide the following information:
    • Name — Enter a title for the report in the Name field.
    • Description — (Optional) Type a description that will help you remember the purpose of the report.
    • Template — Select the desired report template from the Template drop-down list.
  4. Click Template (or click Next), and then do the following:
    1. Report Time Period — From the Last Hour drop-down list, adjust your time frame from the following:
      • Last —Select a standard time interval, such as last minutes, hours, days, or month.
      • User Defined — Type in the field, or click the calendar to select a time duration between two dates (Start Time and the End Time).
      • General — Click Edit to choose a custom range by selecting a day of the month or day of the week, and then specifying the duration in hours and 5-minute intervals.
      The first drop-down list relates to the day of the month — From (1st to 31st), To (1st to 31st), and Of (previous or current month). The second drop-down list relates to the day of the week. If you select a day of the month, you cannot select a day of the week and vice versa, unless you select of previous month or current month. The third drop-down list relates to the duration of the report in a 24-hour clock. The fourth drop-down list relates to the duration of the report in five minute increments.
    2. Report Row Limit — To help further narrow your result set, enter the number of rows to display from 1 to 10,000.
  5. Click Schedule (or click Next), and then do the following:
    1. Run Now — Select the Run Now check box to immediately execute the report. “Immediate execution” will display on the Report Results and Schedules tables.
    2. Run on Schedule — Select the Run on Schedule check box, and then do the following:
      • Schedule Name — Enter a name for the schedule in the Schedule Name field.
      • Time — Specify the time. First select a time range option, and then for the selected option, create a custom range. For example, if you want to look at a weekly report, select Weekly, and then define the interval.
      • Duration — Specify when the report schedule will end.
  6. Click Permissions (or click Next), and then select the check boxes to designate who has permission to view the report.
  7. Click Export Results (or click Next), and then do the following:
    • Email Results — Add all the email address that apply, separated by commas. Alternatively, click Current User Email to use the email address of the currently logged in user.
    • (Optional) Select the Include HTTP(s) link to online web report check box to include the logged in user.
    • Format — Decide in what format you want to send the report.
    • Remote Copy/Archive — Use the radio buttons to select whether you want to archive the report and enter the remote directory, server, filename, and user credentials. From — Enter the email address where the notifying email originates.
  8. Click Finish.
    The report is added to the Saved Reports folder (sorted in alphabetical order) and the All Schedules table.