Editing reports

All existing reports can be edited to change configured settings.

Edit reports to customize parameters.

To edit a report:

  1. Go to Reports.
  2. From the left sidebar select a report category.
  3. Click the report tile to edit and click the Edit icon within the tile.
Option Description
General
  1. [Optional] Change the name of the report.
  2. Provide a date range covered by the report.
  3. Set the maximum number of records shown in the report (Default 1000).
Data

Select the filters that will be applied to the report. For each filter specify the elements to include or exclude:

  • Click Users/IPs to add users or IP addresses to include or exclude in the report.
  • Click Users Groups tab and add the users or groups to include or exclude in the report.
  • Click Websites tab and add the domains to include or exclude in the report.
  • Click Web Categories tab to add any of the pre-defined categories to include or exclude in the report
  • Click Applications tab to add the applications to include or exclude in the report
  • Click Policies tab to add the policies to include or exclude in the report
Schedule
  1. Click the Scheduled switch to enable report scheduling.

NOTE

If the schedule is disabled, report is not automatically generated.

  1. In the Runs area, select if report is going to be generated: Once, Daily, Weekly, Monthly
  2. In the Run every field, define the interval in days when the report is generated.
  3. In the Time to run field, specify at which time of day to execute the report.
  4. Use the Repeat until option to select if you want the occurrence to end after a specified period. Select Date and define the date, otherwise set the setting to Never (Default).
Output Select the report output format and specify a location to save the report.
Distribution [Optional] Add a recipient email address to send the document by email.
  1. Click Save.
  2. To run the report, click Generate.

See also:

Working with reports

Cloning reports