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
- 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.
- Click
Create Report.
The Create Report wizard opens.
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. - 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.
- Click
Template (or click
Next), and then do the following:
- 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. - Report Row Limit — To help further narrow your result set, enter the number of rows to display from 1 to 10,000.
- Report Time Period — From the Last Hour drop-down list,
adjust your time frame from the following:
- Click
Schedule (or click
Next), and then do the following:
- Run Now — Select the Run Now check box to immediately execute the report. “Immediate execution” will display on the Report Results and Schedules tables.
- 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.
- Click Permissions (or click Next), and then select the check boxes to designate who has permission to view the report.
- 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.
- Click
Finish.
The report is added to the Saved Reports folder (sorted in alphabetical order) and the All Schedules table.