In the Build Report view, you can create a report, add text and rules, and schedule a report.
This workflow shows the procedure to create and schedule a report.
|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.
To access this view
Go to Monitor > Reports.
The Manage tab is displayed.
The Reports view is displayed.
The Build Report tab is displayed.
The Build Report view consists of the following panels:
The Report panel allows you to create a report by assigning a name to the report. The content in a report depends on the items selected from the Text and Rules panels.
The following table lists the features of the Report Panel and the description.
|Name||This field allows you enter the name of the report.|
|Options||This field allows you to select the output format of the report such as Tabular, Area, Bar, Bubble, Column, Line, Pie, Step Line, Step Area, Spline Area and Spline.|
|Schedule||Clicking this option generates the report.|
|Save||Clicking this option saves the report.|
The Text panel consists of a list of text elements that add to the look and feel of the report. You can use these text elements to format the report.
- To add more structure to reports, you can use these headers defined in the Text panel to indent up to four levels. This allows you to identify specific sections in a report that can be included in the Table of Contents for easy navigation in the report result.
- To add headers to the Report panel, drag and drop H1, H2, H3, or H4 onto the Report pane based on the desired level of indentation.
The Rules panel consists of a list of rules that are defined in the Rules. From the rules list, you can drag and drop rules onto the Report panel to associate those rules with the report.
You can search for a specific rule using search text box provided in the Rules panel.