Reporting: 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 Report view, you can create and manage the report or report groups.

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

Reports View

To access this view:

  1. Select MONITOR > Reports.
    The Manage tab is displayed.
  2. Click Reports.
    The Reports view is displayed.

Features

The Report view includes the following sections:

                 
1Report Groups panel
2Report toolbar
3

Report List 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.

Report Groups panel

                  
FeatureDescription
Add IconThis option allows you to add a new report to the Reporting module.
Delete IconThis option allows you to delete one or more selected report.
Refresh IconThis option refreshes the view.
Actions drop-down menuThe 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.

Reports toolbar

                     
FeatureDescription
Add IconThis option allows you to add a new report to the Reporting module.
Delete IconThis option allows you to delete one or more selected reports.
Edit IconThis option allows you to edit a chart.
Duplicate IconThis option creates a duplicate copy of the selected report.
Actions drop-down menuThe actions menu has the following options: Import, Export , Export as Text and Permissions.

View All Reports Icon

This option allows you to view a list of reports along with their schedule name and time.

View All Schedules IconThis option allows you to view all the scheduled reports.

Report List Panel

The Report List panel lists all the reports in a tabular format.

Report List panel

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.
#Schedules The count indicates the number of schedules created for a report.
ActionsThe actions menu has the following options: Schedule Report, View Scheduled Reports, Delete, Edit, and Export. 
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