Using the Report Builder to create a report

Drag and drop up to 2 attributes from the Attributes list to the Grouping field.

No more than 2 attributes can be added and no attribute can be included more than once.
By default, each report shows the top 10 matches by requests. Change the grouping data by clicking an attribute in the Grouping field.
- Select a different number of results for the report.
- Select Top results, Bottom results, or All results.
  Note: A report may take a long time to generate if All is selected.
- Remove an attribute from the Grouping list by clicking the "x" icon on the attribute box.

Add filters to the report by dragging attributes in to the Filters field. When the popup window appears:

Select an entry from the drop-down list and configure the filter to return the exact information you need.
The drop-down options depend on the selected attribute. For example, you may be able to include, exclude, or start with specified values.
Enter or select the search terms or values that you want to filter on. Depending on the filter, you can:
- Select one or more check boxes.
- Start typing text that will auto-complete based on data in the system.
  As you type, a list of potential matches is provided. Select the option you want to use.
  
  Multiple values can be added to the filter by typing more text and selecting from the new list of potential matches.
- Enter the exact text that you want to use.
  Multiple terms can be added as a list of items, one item per line.
  
  Note: User cannot be used as a filter by any delegated administrator who does not have permission to View user names and hostnames in reports. See Delegated Administration and Reporting for more information.
Click OK to close the window and apply the new filter or Cancel to abandon your changes.
Edit a filter by clicking the entry in the Filters field. Delete a filter by clicking the "x" icon on the attribute box.

Important: When an attribute that includes another attribute (such as Group, which includes users, or Risk Class, which includes categories) is used as a filter, the same transaction may appear multiple times in the report.

Select a Date range for the report.

Last 7 days is used by default.
Selection of a specific number of days will include that many full days plus through the current date and time.
Clicking the entry field opens the Date Range pop-up.
- Specify a set period by selecting an option from the drop-down list provided.
- Specify a date range by using the calendars to select a From and To date.
Click Done to close the window and apply the new dates. Otherwise, click Cancel.

Add Metrics to the report by dragging and dropping selections to the report results area.

Requests is included in each report, by default. The metrics selections change depending on the selected attributes.

When you have finished adding groupings, filters, and metrics and selected a date range, click Update Report to generate the report.

The Update Report button turns yellow when you add or change report content to indicate that an update is needed to apply the changes.

Sort the report data by clicking a column heading.

Note that sorting on reports defined in the Report Builder is limited to the metrics columns

A down arrow appears, indicating that the data will be sorted in descending order, by that column.
Click the arrow to change the sort order to ascending.

The sort options can also be changed after the report has been generated.

Save the report by clicking Save in the toolbar.

Enter a Name and, optionally, a Description for the report.
A maximum of 200 characters can be used for the report name. The description can be a maximum of 400 characters.
Select a Folder in which the report should be stored.
Click Save Report to save the report in the selected folder.

Use Save As if you have edited a report and wish to keep the original in tact.

Steps