Working with Aggregate Reports

An Aggregate Report collects data from recordings within the criteria selection into totals. A count of each user's email events or a list of all web site domains visited, for example, might be useful in summarizing productivity or discovering trouble. Aggregate Reports allow you to manipulate the data grouping and select data fields shown to obtain a precise summary of the data that you need.  

Spector 360 provides the following predefined Aggregate Reports. The chart criteria is set to the last 30 days, with subtotals on:

To create your own Aggregate Report, modify Criteria or Settings for one of the predefined reports, or build a New Aggregate report.  

You can create Aggregate Reports directly from the Data/User Explorer Events Window.  See Generating Instant Reports.

To create a new aggregate report:

  1. Open the New Report wizard.
    From the toolbar (or right-click on empty space in the right pane) select New > Report.
    The New Report Wizard opens. If you want to go directly to the Report Settings window instead of using the wizard, check Advanced Setup on the Welcome Screen. Click Next.

  2. Select the Aggregate Report Type.
    Click Next to continue the wizard.

  3. Select an Event Activity for the report.
    Click the arrow and select an activity type from the drop-down list. The Event Type determines the Grouping and Field selections you will have in the next steps.

  4. Change the data Grouping, if desired.
    The grouping provides the left-column "focus" of the report, with each group adding an indented category.  

  5. The right pane shows the current hierarchical grouping. See Event Data Grouping.

  6. Drag groups from the right pane to the left pane to remove them.

  7. Drag groups from the left into the right pane to add them.

  8. Drag groups up and down the "tree" structure to rearrange the hierarchy.

  9. For data within each field, choose a Sort Order.  Click to open the drop-down list and select Ascending (A-Z/earliest to latest) or Descending (Z-A, latest to earliest).

 

You cannot remove or move Events within the grouping. This is your selected Event Activity type.

The following Aggregate Report provides one-line totals for each user's Email Activity by using ONLY the Users grouping (Date was dragged out of the grouping to the left pane).  

  1. Decide whether to include subtotals.
    Check Print subtotal for each group (below the Data Groups list) to add subtotals by group in addition to Grand Totals. The following report groups data by user and then by domain. Subtotals are shown for each user. Grand Totals add up all fields for all users at the end of the report.



    Click Next to continue.

  2. You must select Fields for the report!
    The Events fields populate the columns of the report, giving a count of the events (e.g., number of email messages detected).  

  3. Select a field in "Available Fields" and click > to move it to "Selected Fields."

  4. Use Ctrl or Shift to select and move multiple fields.

  5. Click >> to select all fields for the report.

  6. To remove fields, select them in Selected Fields and click <.

  7. Click << to remove all fields.

  8. For data within each field, choose a Sort Order.  Click to open the drop-down list and select Ascending (A-Z/earliest to latest), Descending (Z-A, latest to earliest), or None. Data appears by group, but in each group, fields are sorted by this specification.


Click Next to continue.

  1. Enter a title for the report.

  2. Check Customize Criteria Settings if you want the Criteria box to appear when you click Finish, allowing you to fine-tune the criteria used for the report.

  3. Click Finish.

The report appears in the Report folder where you created it. Double-click the report to view it.

Related Topics

Changing the Data Grouping

Report Settings

Exporting Reports

Generating Instant Reports

Printing Reports