Create a new report with Transaction Viewer

If necessary, click the New button to clear the report pane.

The Attributes list, in the left pane, contains the data types that you can use to filter report data. The Metrics list includes the metrics that are available for the report.

Steps

  1. Add filters to a report by dragging attributes or metrics to the Filters field. Use the search box above the list to further filter the list of attributes.

    When the pop-up window appears after selecting from the Attributes list:

    • Select an entry from the drop-down list to 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.

      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.
    • Enter or select the 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 autocomplete based on data in the system.

        As you type, a list of potential matches is provided. Select the option you want. 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: Delegated administrator access to user information is defined on the Delegated Administrator > Edit Roles page and determines what is viewed if User is a report column. See Delegated Administration and Reporting for additional information.

    When the pop-up window appears after selecting from the Metrics list:

    1. Select an equality option from the drop-down.
    2. Enter a number to apply to the equation that will become part of the filter.
      Important: Using any of the IP address attributes as a Filter or Column may impact performance and the report may take a long time to generate.
  2. Select a Date range to define the time period covered by the report. This can be a standard period (between Today and the Last 3 months) or a specific date and time range.
    • Last 7 days is used by default for new reports.
    • Clicking the entry field opens the Date Range popup.
      • 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.
      • Check Specify start and end time to add specific times for the report.

        If this selection is not used, the full 24-hour period is applied to each date in the date range.

    • Click Done to close the window and apply the new dates. Otherwise, click Cancel.
  3. Select the data elements for the report from the Columns drop-down list. Click Close after making your selections.
    Important: Using any of the IP address attributes as a Filter or Column may impact performance and the report may take a long time to generate.
    • Columns can also be added by dragging and dropping from the Attributes list.

      Note, however, that Group and Risk Class are available as attributes but not as options in the drop-down. Those attributes cannot be added as columns.

    • Date & Time and URL are included in each new report, by default.

    Delete columns by clicking the "x" icon in the column heading.

    The current active column cannot be deleted.

  4. Add Metrics to each report by dragging and dropping selections to the report results area or by selecting them from the Columns drop-down.

    Bandwidth (bytes received plus bytes sent), Browse Time, Bytes Received, Bytes Sent, and Requests can be added to a report.

    In the Transaction Viewer, bandwidth values are reported in bytes.

    The list of metrics changes depending on the selected attributes.

  5. When you have finished adding 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.
  6. Sort the report data by clicking a column heading.
    • 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.

    Use the Date column, not the Time column, to sort by time. Sorting by Date will order the transactions by both date and time.

  7. When you have finished creating the report, click Save in the toolbar.
    1. 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.

    2. Select a Folder in which the report should be stored.
    3. 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.