Defining the presentation report filter

Report filters let you control what information is included in a presentation report. For example, you might choose to limit a report to selected clients, categories, risk classes, or protocols, or even selected actions (like permit or block). You also can give the report a new name and description, change the report title, select a custom logo, and set other general options through the report filter.

Note: To use a custom logo, you must create the image in a supported format and place the file in the appropriate location before updating the report filter. See Customizing the presentation report logo.

The options available in the filter vary:

  • If you are editing a predefined report or a custom report based on a predefined report, the options available in the filter depend on the report selected.

    For instance, if you selected a report of group information, such as Top Blocked Groups by Requests, you can control which groups appear in the report but you cannot choose individual users.

  • If you are editing a report created using a the New Top N Report or New Trend Report template, all options are shown in the filter, even if they are not applicable in the custom report.

    Be careful to select only options relevant to your report.

The filter for predefined reports cannot be changed. You can edit the filter for a custom report when you create it by choosing Save and Edit on the Save As New Report page, or select the report in the Report Catalog at any time and click Edit.

On the Confirm tab, choose whether to run or schedule the report, and save the report filter. See Confirming presentation report filter definitions.

The Edit Report Filter page opens, with separate tabs for managing different elements of the report. Select the items you want on each tab, then click Next to move to the next tab. For detailed instructions, see the following topics: