To enable, design, and schedule reports for distribution use the following components:
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NOTE: Use the report templates on the Administration Tasks tab to define the header and footer information for a search results report. To design a custom report layout for an individual search, including content and data layout, click Design Report on the Report tab (Search Properties tab) to start the Report Designer. |
The Report Layouts page is displayed when Report Layouts is selected from the Configuration task list in the navigation pane of the Administration Tasks tab. From this page you can add, edit, or delete global report templates.
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Open the Administration Tasks tab and click Configuration. |
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Select Report Layouts in the Configuration task list to open the Report Layouts page. |
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Click Add to display the New Report Layout dialog. Enter a descriptive name for the new report template and click OK. |
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To add a page header, click the Page Header button. Click the report grid and the header pane is added to the top of the page. Use the arrow controls or Height setting in the Properties pane to resize the header pane. |
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To add the report title to the page header pane, click the Text button. Move the pencil cursor in the heading pane where you want to place the report title and click. Open the System Variable tab in the Text Editor, locate the ReportName variable. Double-click the variable to add it to the text pane. Click OK to save your selection and close the Text Editor. |
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Back on the report grid, you can resize the {ReportName} text box to prevent the report titles from being truncated. You can also use the settings in the Properties pane to modify the font, size, color, and so forth. |
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To add a page footer (for example, page number), click the Page Footer button. Click the report grid and the page footer pane is added to the bottom of the page. Use the arrow controls or Height setting in the Properties pane to resize the footer pane. |
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To add the page number to the page footer pane, click the Text button. Move the pencil cursor in the footer pane where you want to place the page number and click. Open the System Variables tab in the Text Editor, locate the page number variable to use (for example, PageNofM). Double-click the variable to add it to the text pane. Click OK to save your selection and close the Text Editor. |
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The new report template is added to the Report Layouts page (Administration Tasks tab) and is available in the Layout drop-down menu on the Report tab (Search Properties tabs). |
For each search, built-in or custom, the data displayed in both the client and in the associated report (when reporting is enabled) is predefined. However, you can use the Layout tab of the Search Properties tabs to customize the content (columns) to display for each individual search. See Layout tab in Custom Searches and Search Properties for a detailed description of the Layout tab.
To email reports, you need to enable SMTP for alerting and reporting and specify the Mail Server to use in the SMTP Configuration pane on the Coordinator Configuration page. The same SMTP configuration is used for both alert notifications and reporting. See Configure email alert notifications/reports for more information.
To send reports to a shared folder, you need to enable shared folders for reports and specify the credentials that will be used to write to a shared folder. See Shared Folder Configuration for details.
Use the controls on the Report tab as described in the following table:
Select to enable reporting for the current search definition. | |||||||||||
Specifies the report template to use for the report’s headers and footers. The Default report template is defined for you. To define more templates, use the Report Layouts page on the Administration Tasks tab. NOTE: This setting is disabled if you click Design Report to define a custom report layout for the selected search. | |||||||||||
Specifies if the report is generated and sent on a weekly (default) or monthly schedule. NOTE: When Monthly is selected, specify the schedule to generate the report. For example, 1 for every month (default), 2 for every other month, 6 for every six months or twice a year. | |||||||||||
When a Weekly report is selected, specify the schedule to use to generate the report. For example, 1 for every week (default), 2 for every other week, 3 for every third week, and 4 for every fourth week. | |||||||||||
When a Weekly report is selected, define the days of the week to generate the report. The default is Monday through Friday. | |||||||||||
When a Monthly report is selected, specifies on which day of month to generate the report:
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Use to select the options to share reports through email. Enter the email address of one or more persons who are to receive the report. Click Expand Properties (right arrow) to the left of the To field to enter additional recipients and/or change the subject. When expanded, you can enter the following information:
Click Collapse Properties (down arrow) to hide these additional properties and show the other settings available on the Report Configuration pane. | |||||||||||
The credentials from the Shared Folder Configuration are used to write reports to the shared folder. (The credentials are specified under the coordinator configuration Shared Folder Configuration option. See Shared Folder Configuration for details.) Ensure that the account has permissions to write to the shared folder. | |||||||||||
Select this to receive an email notification for a report that ran but did not contain any results. | |||||||||||
The report is sent as an email attachment. Select the appropriate Attach option to define the format to be used for the report:
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Defines how the report content is to fill the page:
NOTE: These settings are disabled if you click Design Report to define a custom report layout for the selected search. | |||||||||||
This read-only field specifies the last time (date and time) the report ran. | |||||||||||
This read-only field specifies the next time (date and time) when the report is scheduled to run. |
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Expand the Private or Shared folders in the explorer view to locate the search to which reporting is to be enabled. Select the search from the Search list in the right pane. |
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To share a report through email, select Send to a mailbox, enter a valid email address in the To field and then select the Report Enabled check box. |
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To send a report to a folder, select Send to a shared folder, enter a valid network path in the To field and then select the Report Enabled check box. |
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Run Time: Specify the time (based on the client’s current local date and time) at which the report is to be run. |
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Click Save. |
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Report column displays ‘Enabled’ |
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Report To, Report Cc and Report Bcc columns display the email address of specified recipients or a shared folder path. |
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Expand the Private or Shared folders in the explorer view to locate the search whose reporting is to be disabled. Select the search from the Search list in the right pane. |
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Right-click the search and select Report | Disable Report. |
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