Reporting: Build Report View

Document created by RSA Information Design and Development on Sep 14, 2017Last modified by RSA Information Design and Development on Oct 15, 2017
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In the Build Report view, you can create a report, add text and rules, and schedule a report.

Workflow

This workflow shows the procedure to create and schedule a report.

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 / AnalystCreate a List or List Group/Create or Deploy a Rule/Test a RuleConfigure a Rule

Administrator / Analyst

Create and Schedule a Report*

Create and Schedule a Report

Administrator / Analyst View a report or list of all reports View a Report
Administrator / AnalystInvestigate a ReportInvestigate a Report
Administrator / AnalystManage/Access Control for lists, Rules or ReportsManage Lists, Rules or Reports

*You can complete these tasks here.

Related Topics

Quick View

The following figure shows the Build Report View.
Build Report View

To access this view

  1. Select MONITOR > Reports.

    The Manage tab is displayed.

  2. Click Reports.

    The Reports view is displayed.

  3. In the Reports toolbar, click Add Icon.

    The Build Report tab is displayed.

The Build Report view consists of the following panels:

                 
1Report Panel
2Text Panel
3

Rules Panel

Report Panel

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.

Report Output Panel

When you add rules to a report, you can change the output format of these rules either to tabular, area, line or pie by clicking the button.

The following table lists the features of the Report Panel and the description.

                             
FeatureDescription
NameThis field allows you enter the name of the report.
OptionsThis 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.
SaveClicking this option saves the report.

Text Panel

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.

Text Panel
The following table lists the text elements used to format a report:

                                       
Text ElementsDescription
Header 1   
H1 Icon
The Header 1 element adds a first-level heading to the report definition.
Header 2  
H2 Icon
The Header 2 element adds a second-level heading to the report definition.
Header 3 
H3 Icon
The Header 3 element adds a third-level heading to the report definition.
Header 4 
H4 Icon
The Header 4 element adds a fourth-level heading to the report definition.
Table of Contents
 Table of Content Icon
The Table of Contents adds table of contents to the report definition.
Body Text 
Body Text Icon
The Body Text element adds body text to the report definition.
Comment
Comment Icon

The Comment element adds comments to the report definition.

Note: The Comment element is not displayed when you view all the reports.

Rules Panel

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.

Rules Panel

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