Custom Reports - Revision history

Jcoffin: /* Creating the Report */

2019-03-18T18:49:58Z

Creating the Report

← Older revision		Revision as of 18:49, 18 March 2019
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	==== Creating the Report ====		==== Creating the Report ====

	# ~~In the Reports app, go~~ to ~~the ''Manage~~ Reports~~'' tab~~.		# Go to Reports.
	# Scroll to the Application Control reports and select a report. ~~Click ''Edit''.~~		# Scroll to the Application Control reports and select a report.
	~~# Click ''Copy Report''~~
	# Update the Title for the report and description. Here we have added "Mobile Devices Rack".		# Update the Title for the report and description. Here we have added "Mobile Devices Rack".
			# Click ''Create New''
	# Since you are interested in the same type of data, all other report fields can remain the same.		# Since you are interested in the same type of data, all other report fields can remain the same.
	# In Sql Conditions, add the condition for the policy_ID.		# In Sql Conditions, add the condition for the policy_ID.
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	[[Image:112_rackid_report_example.png\|700px\|center\|Custom Report]]		[[Image:112_rackid_report_example.png\|700px\|center\|Custom Report]]

	~~After adding the report, it will be easily accessible in the Application Control Reports tab and under Manage Reports.~~

Jcoffin: /* Creating the Report */

2019-03-18T17:28:19Z

Creating the Report

← Older revision		Revision as of 17:28, 18 March 2019
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	==== Creating the Report ====		==== Creating the Report ====

	# ~~In the Reports app, go~~ to ~~the ''Manage~~ Reports~~'' tab.~~		# Go to Reports
	# Scroll to the Web Filter and select a report. ~~Click ''Edit''.~~		# Scroll to the Web Filter and select a report.
	~~# Click ''Copy Report''~~
	# Update the Title for the report and description if necessary.		# Update the Title for the report and description if necessary.
			# Click ''Create New''
	# Since you are interested in the same type of data, all other report fields can remain the same.		# Since you are interested in the same type of data, all other report fields can remain the same.
	# In Sql Conditions, add conditions. For this example we will use the ''username'' but you might also use hostname, client address of other fields.		# In Sql Conditions, add conditions. For this example we will use the ''username'' but you might also use hostname, client address of other fields.
			## In the ''Select Column'' field, select ''username''.
	## Click ''Add''.		## Click ''Add''.
	~~## In the ''Column'' field, select ''username''.~~
	## Use the = operator and enter the username for the user in the ''Value'' field.		## Use the = operator and enter the username for the user in the ''Value'' field.
	# Click ~~Done~~.		# Click ''Update''.


	[[Image:112_customreport.png\|700px\|center\|Custom Report]]		[[Image:112_customreport.png\|700px\|center\|Custom Report]]

	~~After adding the report, it will be easily accessible in the Web Filter Reports tab and under Manage Reports.~~



	== Custom Report Example - Rack Reporting ==		== Custom Report Example - Rack Reporting ==

Jcoffin: /* Add Report */

2019-03-18T14:16:55Z

Add Report

← Older revision		Revision as of 14:16, 18 March 2019
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	==== Add Report ====		==== Add Report ====

	#In the Reports ~~App, go to the [[Reports#Manage Reports\|Manage Reports]] tab~~.		#Go the Reports section.
	#Click the ''Add'' button. A blank report form will appear.		#Click the ''Add/Import'' button and select ''Create New''. A blank report form will appear.
	#Name the report, select the type of graph and fill other fields to customize the report.		#Name the report and description, select the category and report type of graph and fill other fields to customize the report.
	#Click ~~View Report~~ at any time to preview the report.		#Click ''Preview/Refresh'' at any time to preview the report.
	#Click ''~~Done~~'' to save the report.		#Click ''Create New'' or ''Update'' to save the report.

	== Report Fields ==		== Report Fields ==

Jcoffin: /* Customize Report */

2019-03-18T14:09:13Z

Customize Report

← Older revision		Revision as of 14:09, 18 March 2019
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	==== Customize Report ====		==== Customize Report ====

	~~#When viewing a report within an application, click the ''Customize'' button.~~
	#Rename the report and modify other report settings as needed.		#Rename the report and modify other report settings as needed.
	#Click ''~~Save as~~ New ~~Report~~'' to save the report.		#Click ''Create New'' to save the report with a new name.


	==== Add Report ====		==== Add Report ====

Jcoffin: /* Copy Report */

2019-03-18T14:05:14Z

Copy Report

← Older revision		Revision as of 14:05, 18 March 2019
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	==== Copy Report ====		==== Copy Report ====

	#~~Got~~ to the Reports Section,		#Go to the Reports Section,
	#Locate the report you want to copy and click Settings.		#Locate the report you want to copy and click Settings.
	#Rename the title and click the Create New button. A copy of the report is made with the new title.		#Rename the title and click the Create New button. A copy of the report is made with the new title.

Jcoffin: /* Copy Report */

2019-03-18T14:04:50Z

Copy Report

← Older revision		Revision as of 14:04, 18 March 2019
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	==== Copy Report ====		==== Copy Report ====

	#In the Reports ~~App~~, ~~go to the [[Reports#Manage Reports\|Manage Reports]] tab.~~		#Got to the Reports Section,
	#Locate the report you want to copy and click ~~''Edit''~~.		#Locate the report you want to copy and click Settings.
	#~~Click~~ the ~~''Copy Report''~~ button. A copy of the report is made with the title ~~"Copy of" the report you selected~~.		#Rename the title and click the Create New button. A copy of the report is made with the new title.
	#~~Rename the report and modify~~ other report settings as needed.		#Modify other report settings as needed.
	#Click ~~View Report at any time~~ to ~~preview the report~~.		#Click Preview/Refresh to view changes.
	#Click ~~''Done''~~ to save the report.		#Click Update to save the changes to the report.


	==== Customize Report ====		==== Customize Report ====

Jcoffin: Reverted edits by Jcoffin (talk) to last revision by Dmorris

2019-03-18T14:03:57Z

Reverted edits by Jcoffin (talk) to last revision by Dmorris

← Older revision		Revision as of 14:03, 18 March 2019
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	==== Copy Report ====		==== Copy Report ====

	#~~Got~~ to the Reports ~~Section,~~		#In the Reports App, go to the [[Reports#Manage Reports\|Manage Reports]] tab.
	#Locate the report you want to copy and click ''~~Settings~~''.		#Locate the report you want to copy and click ''Edit''.
	#~~Rename the title and click~~ the ''~~Create New~~'' button. A copy of the report is made with the ~~new~~ title.		#Click the ''Copy Report'' button. A copy of the report is made with the title "Copy of" the report you selected.
	#~~Modify~~ other report settings as needed.		#Rename the report and modify other report settings as needed.
	#Click ''~~Preview/Refresh~~'' to ~~view changes~~.		#Click View Report at any time to preview the report.
	#Click ''~~Update~~'' to save ~~the changes to~~ the report.		#Click ''Done'' to save the report.


			==== Customize Report ====

			#When viewing a report within an application, click the ''Customize'' button.
			#Rename the report and modify other report settings as needed.
			#Click ''Save as New Report'' to save the report.


	==== Add Report ====		==== Add Report ====

Jcoffin: /* Customize Report */

2019-03-18T14:02:10Z

Customize Report

← Older revision		Revision as of 14:02, 18 March 2019
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	#Click ''Preview/Refresh'' to view changes.		#Click ''Preview/Refresh'' to view changes.
	#Click ''Update'' to save the changes to the report.		#Click ''Update'' to save the changes to the report.

	~~==== Customize Report ====~~

	~~#When viewing a report within an application, click the ''Customize'' button.~~
	~~#Rename the report and modify other report settings as needed.~~
	~~#Click ''Save as New Report'' to save the report.~~


	==== Add Report ====		==== Add Report ====

Jcoffin: /* Copy Report */

2019-03-18T14:00:46Z

Copy Report

← Older revision		Revision as of 14:00, 18 March 2019
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	==== Copy Report ====		==== Copy Report ====

	#In the Reports ~~App~~, ~~go to the [[Reports#Manage Reports\|Manage Reports]] tab.~~		#Got to the Reports Section,
	#Locate the report you want to copy and click ''~~Edit~~''.		#Locate the report you want to copy and click ''Settings''.
	#~~Click~~ the ''~~Copy Report~~'' button. A copy of the report is made with the title ~~"Copy of" the report you selected~~.		#Rename the title and click the ''Create New'' button. A copy of the report is made with the new title.
	#~~Rename the report and modify~~ other report settings as needed.		#Modify other report settings as needed.
	#Click ~~View Report at any time~~ to ~~preview the report~~.		#Click ''Preview/Refresh'' to view changes.
	#Click ''~~Done~~'' to save the report.		#Click ''Update'' to save the changes to the report.


	==== Customize Report ====		==== Customize Report ====

Dmorris at 18:27, 26 December 2016

2016-12-26T18:27:45Z

← Older revision		Revision as of 18:27, 26 December 2016
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	\|-		\|-
	\| width="25%" \| Table		\| width="25%" \| Table
	\| width="60%" \| Table from the [[~~Global DB~~ Schema]] to query.		\| width="60%" \| Table from the [[Database Schema]] to query.
	\|-		\|-
	\| width="25%" \| Type		\| width="25%" \| Type
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	\|-		\|-
	\| width="25%" \| Pie Group Column		\| width="25%" \| Pie Group Column
	\| width="60%" \| Column from the table defined above that you wish to group data by. This uses the column name from the [[~~Global DB~~ Schema]].		\| width="60%" \| Column from the table defined above that you wish to group data by. This uses the column name from the [[Database Schema]].
	\|-		\|-
	\| width="25%" \| Pie Sum Column		\| width="25%" \| Pie Sum Column