Custom reports
Custom reports are pre-configured reports with custom data filters that are readily available whenever required.
To access the list of custom reports, from the left pane go to My Reports > Custom.
Creating a custom report:
- Hover over a default report that will serve as the basis of your scheduled report and click Generate.
- Specify a report name by clicking on the report name at the top and keying in the custom name. Report names must be unique.
- Click on the report description underneath the name and key in a friendly description of the report to help you understand the aim of the report.
- From the General tab, configure report options. The options available may vary between different report types. The following table describes common options across reports:
Option | Description |
---|---|
Name | Rename the reports to easily remember the changes made. |
Description | Add a description of the report being generated. |
Group | Select the groups to be included in the report. Separating the report by groups keeps the report smaller and can help to organize the information by sectors. |
Date | Set the cut-off date that the report should cover. Choose either a relative time period with respect to the date when the report is generated, for example, choose Last 7 days to show data for a week prior to the date when report is generated. Alternatively, choose a Custom date range with custom from and to dates. Limiting the date range helps to keep the reports into a manageable size. |
Location | Select a particular location to be included in the report. Options are quarantine, blocked and deleted. |
Format | Select a format for the output of the report. The available options are PDF and XLS (Microsoft Excel). |
Generating a custom report:
To generate a custom report, go to Reports > My Reports > Custom. Hover over the desired report and click Generate to open the report card. Click Generate to initiate report generation.
Deleting a custom report:
To delete a custom report, go to Reports > My Reports > Custom and click Generate on the report to delete. Click the bin icon in the top right hand corner. Click OK to confirm deletion.
IMPORTANT
Deleted reports are permanently removed and are not recoverable.