Report View

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 / 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*

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.

Related Topics

Quick View

Reports View

To access this view:

  1. Go to Reports.
    The Manage tab is displayed.
  2. Click Reports.
    The Reports view is displayed.

Features

The Report view includes the following sections:

1 Reports Groups panel
2 Reports toolbar
3

Reports 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

Feature Description
Add Icon This option allows you to add a new report to the Reporting module.
Delete Icon This option allows you to delete one or more selected report.
Refresh Icon This option refreshes the view.
Actions drop-down menu The 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

Feature Description
Add Icon This option allows you to add a new report to the Reporting module.
Delete Icon This option allows you to delete one or more selected reports.
Edit Icon This option allows you to edit a chart.
Duplicate Icon This option creates a duplicate copy of the selected report.
Actions drop-down menu The 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 Icon This 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.
Created By The creator of the report.
#Schedules The count indicates the number of schedules created for a report.
Actions The actions menu has the following options: Schedule Report, View Scheduled Reports, Delete, Edit, and Export.