Creating Custom Reports

Manually

By default, the report generates 1 time. You can generate the report as often as you want.

Hourly

Schedules the report to generate at the end of each hour. The data from the previous hour is used.

From the list boxes, select a time frame to begin and end the reporting cycle. A report is generated for each hour within this time frame. Time is available in half-hour increments. The default is 1:00 a.m for both the From and To fields.

Daily

Schedules the report to generate at the end of each day. The data from the previous day is used.

From the list boxes, select the time and the days of the week that you want the report to run.

Weekly

Schedules the report to generate weekly using the data from the previous calendar week, from Monday to Sunday.

Select the day that you want to generate the report. The default is Monday. From the list box, select a time to begin the reporting cycle. Time is available in half-hour increments. The default is 1:00 a.m.

Monthly

Schedules the report to generate monthly using the data from the previous calendar month.

From the list box, select the date that you want to generate the report. The default is the first day of the month. Select a time to begin the reporting cycle. Time is available in half-hour increments. The default is 1:00 a.m.

Report Title

The title can be up to 60 characters in length. Do not use special characters.

Logo

From the list box, select a logo.

Pagination Options

From the list box, select a location for page numbers to display on the report. You can choose not to have page numbers display.

Report Classification

Type a classification for this report. You can type up to 75 characters in length. You can use leading spaces, special characters, and double byte characters. The report classification displays in the header and footer of the report. You might want to classify your report as confidential, highly confidential, sensitive, or internal.

Report Console

Select this check box to send the generated report to the Reports tab. Report Console is the default distribution channel.

Select the users that should be able to view the generated report.

This option displays after you select the Report Console check box.

From the list of users, select the users that you want to grant permission to view the generated reports.

Select all users

This option is only displayed after you select the Report Console check box. Select this check box if you want to grant permission to all users to view the generated reports.

You must have appropriate network permissions to share the generated report with other users.

Email

Select this check box if you want to distribute the generated report by email.

Enter the report distribution email address(es)

This option is only displayed after you select the Email check box.

Type the email address for each generated report recipient; separate a list of email addresses with commas. The maximum characters for this parameter are 255.

Include Report as attachment (non-HTML only)

This option is only displayed after you select the Email check box. Select this check box to send the generated report as an attachment.

Include link to Report Console

This option is only displayed after you select the Email check box. Select this check box to include a link to the Report Console in the email.

Report Description

Type a description for this report. The description is displayed on the Report Summary page and in the generated report distribution email.

Please select any groups you would like this report to be a member of

Select the groups to which you want to assign this report. For more information about groups, see Report Groups.

Would you like to run the report now?

Select this check box if you want to generate the report when the wizard is complete. By default, the check box is selected.