Using the Report Builder

The Reporting > Report Center > Report Builder page offers an enhanced model for creating multi-level, flexible reports that allow you to analyze information from different perspectives. If a high-level summary shows areas of potential concern, you can drill down to find more details.

When you select the Report Builder, you may be asked which type of report you want to create: web, data, or email.

The Report Builder has the following elements:

  • The Toolbar contains buttons for starting a new report, saving, scheduling, sharing, and updating the current report. There are also buttons for exporting reports in PDF or CSV format.
  • The Attributes list, in the left pane, contains the data types that you can use to create reports.
    • For information about web and data report attributes, see Report attributes: Web and Data Security.

    Use the Search box at the top of the list to filter the Attribute list further.

  • The Metrics list, in the left pane, contains options that you can add as columns to the report. Drag metrics into and out of the report results area to add them to or remove them from the report. The available metrics change depending on the attributes that are selected.
    • For information about web and data security metrics, see Report metrics: Web and Data Security.

    All web reports contain Hits as the primary metric, as signified by a star in the column name. To change the primary metric, drag a second metric to the report and then sort by that new metric to make it the primary. For more information, see Report Builder metrics.

    Note:

    If you add the Browse Time metric to your report, note that the browse time totals may not be accurate for second-level grouping data.

    For example, if you create a report with the first attribute as User and the second as Domain, and a user goes to 2 different sites within the same minute the browse time totals are correct at the first level for the user, but at the second level the 2 sites are each allocated 1 minute of browse time. Therefore you cannot accurately add up the browse time totals at the second level.

  • In the right pane, the Grouping field can contain up to 2 attributes to define the data grouping that appears in the report. For example, in a web report, if you drag the Category attribute followed by the Action attribute into this field, this creates a summary report on hits by category, and also displays the data broken down by action within those categories. In an email report, if you drag the Policy attribute followed by the Recipient Address attribute into this field, this creates a summary report on messages by policy, and also displays the data broken down by recipient addresses within those policies. For more information about defining grouping data, see Creating a report.
  • The Filters field can contain attributes to filter the report results further. For more information about defining filters, see Creating a report.
  • The Date range defines the time period covered by the report. This can be a standard period (between 1 hour and 8 months) or a specific date and time range.

    You can also choose whether to automatically detect the time zone for the report, or choose a specific time zone from the drop-down list.

  • Next to the date range, the display options enable you to select how many rows appear in your report. Once a report has been generated, this section also includes options to page through longer reports, and to display the report results in different table and graph formats. For more information, see Viewing report results.
  • The report results appear in the right pane when you click Update Report, and by default are in a table format. You can choose to display the results in different formats as described above, and to select report elements to drill down further. For more information, see Viewing detailed reports.