New Ad Hoc Reports

Use this function to create view and modify Ad Hoc reports and save Canned Reports.

There are three steps in the process:

Step 1. Specify the Identifying Information such as visibility and frequency. See below.
Step 2. Select the Report Properties and set the Conditions. Refer to Report Properties and Conditions.
Step 3. Run (or Generate) the report. Refer to Run Report.
  To edit a report, following the same steps as outlined above.

Identifying Information

1. From the navigation pane, select Reports > Ad Hoc Reports. The Reports window displays.
2. Click New Report.
The report window updates.
3. Complete the fields in the upper portion of the window, referring to the information below.
Field Description
Name Name to identify the report.

Is Private

Marks the report as private so only visible to those designated in the Visible field.

Visibility

The names of the users, group, roles or departments who can see the report. This field Is only displayed when the Is Private option is selected.

To select those who can see the report, do the following:.

1. Click the Add button. Click +icon.The Send Report To dialog box displays.
2. Select the applicable recipients (users, roles, etc.). See also Advanced Search.
3. When all selections/entries are made, click Save.

Is Scheduled

The frequency at which the report is generated.

Send Report To

The names of the users, group, roles or departments to whom the report is sent. This field is only displayed when the Is Scheduled option is selected. To select those who will receive the report, follow the instructions above for Visibility.

Schedule Report Frequency

Specifies the frequency at which the scan should run.

To designated a predefined frequency (for example, every 30 minutes, every hour, etc.), click the drop-own list and select the applicable time based on the Scan Frequency selection. The Second, Minute, Hour, Day, Month and Weekday fields are updated appropriately to match the section.

4. To remove the data currently entered, click Clear All Query
5. When all selections/entries are made, click Save and Continue.
6. To continue the process, follow the instructions for Report Properties and Conditions.

 

Related Topics

About Reports
About Canned Reports