Using the Reports Tool

In this topic:

Viewing a Report

What You Can Do

 

Reports - Click to enlarge

The Reports provide all the power of the Quick View charts in presentation format, ready for printing and reviewing. The Dashboard provides predefined reports for every activity type in the Reports folders. Five types of reports are available:  

Adjust the Criteria and the Report Settings for any report, except Statistics Reports.  Each report opens in a separate Preview window, where you can print, export, or email the report.   

A Master Login can:

Viewing a Report

To view a report:

  1. Click Reports in the lower navigation pane.

  2. Select a Reports folder at the top of the navigation pane to view its list of reports in the right pane.

  3. Double-click a report in the right pane of the Report tool window. If the report Criteria is NOT a Statistics report, the Criteria box opens.

  4. On the Criteria box, click OK to accept the default criteria or make adjustments to the General and/or Event Criteria.  General Criteria includes dates, computers, and users to include in the report. Event Criteria depends on the type of activity being reported.

You can select Bypass Criteria Dialog in the General Criteria box to go straight to the report without displaying the Criteria box the next time you open this report.

When you click OK, the report appears in a Preview window.

  1. You can adjust, print or export the report from the Preview window. More...
    When you are finished, close the Preview window by clicking the Windows X close box or the Close button on the toolbar.

Keep in mind that you can create an instant reports from a Quick View chart or from an Events Window. See Generating Instant Reports.

What You Can Do

To use Reports:

In the Reports tool, right-click on a report in the right pane to get a menu of options.

Related Topics

Report Folders

Changing Dashboard Folders

Using the Reports Preview

Managing Scheduled Reports

Sharing Dashboard Forms and Folders

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