Creating and customizing reports using the report catalog

To use any template, predefined report, or custom report in the Report Catalog as the basis for a new report:

Steps

  1. Select a report or template name in the catalog. If you select a report template:
    • A New Trend Report shows Internet activity trends over time.
    • A New Top N Report shows top levels of Internet activity with the characteristics you specify.
  2. Click Save As.
  3. Provide a name, title, and report category for the new file.

    If you are using a report template, also define the report dimensions (i.e., what is measured and the unit of measurement).

    For instructions, see Creating a new presentation report.

  4. To refine the report, edit the report filter. The report filter controls elements such as which users, categories, protocols, and actions are to be included in your report.
    For instructions, see Defining the presentation report filter.

Next steps

To make changes to the report filter for any custom report, select the report, and then click Edit. You cannot modify or delete predefined reports or report templates.

To delete a custom report, select the report, and then click Delete. If a deleted report appears in any scheduled jobs, it will continue to be generated with that job. See Viewing the presentation reports scheduled jobs list for information about editing and deleting scheduled jobs.

Reports that are used frequently can be marked as Favorites to help you find them more quickly. Just select the report, and then click Favorite (see Working with presentation report Favorites). Mark Show Favorites only to display only templates that you have marked as favorites in the Report Catalog.

Use the buttons at the top of the page to schedule reports to run later, view scheduled report jobs, and view and manage reports created by the scheduler.

  • Click Scheduler to define a job containing one or more reports to be run at a specific time or on a repeating schedule. See Scheduling presentation reports.
  • Click Job Queue to see and manage a list of existing scheduled jobs, along with the status of each job. See Viewing the presentation reports scheduled jobs list.
  • Click Review Reports to see and manage a list of reports that were successfully scheduled and run. See Reviewing scheduled presentation reports.