How to Create and Schedule a Custom Report

How to Create and Schedule a Custom Report

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Created On 09/25/18 17:39 PM - Last Modified 06/06/23 16:55 PM


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Overview

This document describes the steps to create, run, and schedule a custom report.

 

Steps

  1. Create a custom report by going to Monitor > Manage Custom Reports.
    Screen Shot 2013-08-09 at 1.41.18 PM.png
  2. Click 'Add' and configure the report.
     
  3. Choose from the following options:
    • Enable the 'Scheduled' option to run a report each night and make the results available in Reports list on the side menu.
    • Click 'Run Now' to run the report immediately and display the results in the new tab names 'untitled' on the page.
      Screen Shot 2013-08-09 at 1.43.03 PM.png

Note: Custom reports are intended to be run automatically on a scheduled basis. However, the option to run the custom report enables the immediate viewing of the results, and the output can be exported to an .xml, .csv or a .pdf file:

Screen Shot 2013-08-09 at 1.43.15 PM.png

 

owner: sdarapuneni
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