Report View
In the Report view, you can create and manage the report or report groups.
Workflow
This workflow shows the procedure to create and schedule a report.
What do you want to do?
| Role | I want to ... | Show me how |
|---|---|---|
| Administrator / Analyst |
Configure Reporting Engine |
For more information, see "Step 3: Configure Reporting Engine Data Sources" topic in the Reporting Engine Configuration Guide |
| Administrator / Analyst | Create a List or List Group/Create or Deploy a Rule/Test a Rule | Configure a Rule |
|
Administrator / Analyst |
Create and Schedule a Report* |
|
| Administrator / Analyst | View a report or list of all reports | View a Report |
| Administrator / Analyst | Investigate a Report | Investigate a Report |
| Administrator / Analyst | Manage/Access Control for lists, Rules or Reports | Manage Lists, Rules or Reports |
*You can complete these tasks here.
Related Topics
Quick View
To access this view:
- Go to Reports.
The Manage tab is displayed. - Click Reports.
The Reports view is displayed.
Features
The Report view includes the following sections:
| 1 | Reports Groups panel |
| 2 | Reports toolbar |
| 3 |
Reports panel |
Report Groups Panel
The Report Groups panel allows you to organize reports in a group. You can create a report group, add reports to the group, and move reports among groups. You can view all reports by selecting All option under the Groups column.
| Feature | Description |
|---|---|
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This option allows you to add a new report to the Reporting module. |
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This option allows you to delete one or more selected report. |
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This option refreshes the view. |
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The actions menu has the following options: Import, Export and Permissions. |
Reports Toolbar
The Reports toolbar allows you to add, modify, delete, duplicate, import and export reports. You can also set access permissions for a report in a group.
| Feature | Description |
|---|---|
|
This option allows you to add a new report to the Reporting module. |
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This option allows you to delete one or more selected reports. |
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This option allows you to edit a chart. |
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This option creates a duplicate copy of the selected report. |
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The actions menu has the following options: Import, Export , Export as Text and Permissions. |
|
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This option allows you to view a list of reports along with their schedule name and time. |
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This option allows you to view all the scheduled reports. |
Report List Panel
The Report List panel lists all the reports in a tabular format.
The following table describes the columns in the Report List panel.
| Column | Description |
|---|---|
| Name | The name of the report. |
| Group | The Report Group to which the report belongs. |
| Date Modified | The date and time when the report was modified. |
| Created By | The creator of the report. |
| #Schedules | The count indicates the number of schedules created for a report. |
| Actions | The actions menu has the following options: Schedule Report, View Scheduled Reports, Delete, Edit, and Export. |
