Creating a Custom New Report

Create a customized report, with content controlled by the parameters that you specify, and store it in the Reports list to be run as needed.

1. Select Reports from the Navigation menu. If the Navigation Menu is not displayed, click the Navigation Menu icon to display it.

2. Examine the report names listed.

   • Note how the reports are grouped. Typically, you view this list in alphabetic order.

   • System-generated, application-specific reports have a common prefix that groups them together.

   • The name for your custom report doesn't have to follow this scheme. You might choose an application-independent prefix to group related reports, but you should choose a name that will be easy to locate in this list.

   • You can't change the custom report name after you create it.

3. Click New Report in the upper right.

4. In the New Report dialog box, on the Name and description page, enter a Report name and optional description, select an Application and an Instance of that application, and then click Next.

5. On the Parameters page, select parameters that define the basic data the report will cover:

   • Time Interval: Except for Date range, all time interval settings are relative to the date the report is run.

   • Event - Select the event to be reported. Different applications have different event lists.

   • When you are done, click Next.

6. Optionally, on the Users and groups page, you can:

   • Select either User or Group, to limit your report to covering only the users or groups you specify.

   • Enter search text that will match the names of one or more users or groups. For example, if you selected Group and then enter "fin" for the search text, then the report will cover all users in all groups with "fin" in the group name. This would cover the entire Finance department, if all of its groups have "fin" in the group name.

   • When you are done, click Next.

7. Optionally, on the Filters page, you can enter parameters that restrict your report to only the access types and IP addresses that you specify.

   • For Parameter, then select either Access Type or IP Address.

     • If you selected Access Type, then select any combination of the device types listed.

     • If you selected IP Address, specify the IP address or range of addresses to be included in, or excluded from your report.

   • Click New Filter if you want to specify additional parameters to restrict your report's coverage. You can specify the combination of access types to be covered in your report in a single filter; you may need to set additional filters on IP addresses in order to get the exact combination you want to include and exclude.

   • Click the Trash icon to remove a parameter.

   • When you are done, click Next.

8. On the Review & Submit page, review your report settings.

   • To change settings, click the heading in the left panel to go directly to those settings, or click Previous to back one page at a time.

   • Click Create to save your report.

9. To delete your custom report, locate it in the Reports list, and click the Delete icon on the right.