Report View
Report View
In the Report view, you can create and manage the report or report groups.
Workflow
This workflow shows the procedure to create and schedule a report.

What do you want to do?
- Role: Administrator / Analyst
- I want to ...:
Configure Reporting Engine
- Show me how:
For more information, see "Step 3: Configure Reporting Engine Data Sources" topic in the Reporting Engine Configuration Guide
- Role: Administrator / Analyst
- I want to ...: Create a List or List Group/Create or Deploy a Rule/Test a Rule
- Show me how: Configure a Rule
- Role:
Administrator / Analyst
- I want to ...:
Create and Schedule a Report*
- Show me how:
- Role: Administrator / Analyst
- I want to ...: View a report or list of all reports
- Show me how: View a Report
- Role: Administrator / Analyst
- I want to ...: Investigate a Report
- Show me how: Investigate a Report
- Role: Administrator / Analyst
- I want to ...: Manage/Access Control for lists, Rules or Reports
- Show me how: Manage Lists, Rules or Reports
*You can complete these tasks here.
Related Topics
Quick View

To access this view:
- Go to Reports.
The Manage tab is displayed. - Click Reports.
The Reports view is displayed.
Features
The Report view includes the following sections:
- Column 1: 1
- Column 2: Reports Groups panel
- Column 1: 2
- Column 2: Reports toolbar
- Column 1: 3
- Column 2:
Reports panel
Report Groups Panel
The Report Groups panel allows you to organize reports in a group. You can create a report group, add reports to the group, and move reports among groups. You can view all reports by selecting All option under the Groups column.

- Feature:

- Description: This option allows you to add a new report to the Reporting module.
- Feature:

- Description: This option allows you to delete one or more selected report.
- Feature:

- Description: This option refreshes the view.
- Feature:

- Description: The actions menu has the following options: Import, Export and Permissions.
Reports Toolbar
The Reports toolbar allows you to add, modify, delete, duplicate, import and export reports. You can also set access permissions for a report in a group.

- Feature:

- Description: This option allows you to add a new report to the Reporting module.
- Feature:

- Description: This option allows you to delete one or more selected reports.
- Feature:

- Description: This option allows you to edit a chart.
- Feature:

- Description: This option creates a duplicate copy of the selected report.
- Feature:

- Description: The actions menu has the following options: Import, Export , Export as Text and Permissions.
- Feature:

- Description:
This option allows you to view a list of reports along with their schedule name and time.
- Feature:

- Description: This option allows you to view all the scheduled reports.
Report List Panel
The Report List panel lists all the reports in a tabular format.

The following table describes the columns in the Report List panel.
- Column: Name
- Description: The name of the report.
- Column: Group
- Description: The Report Group to which the report belongs.
- Column: Date Modified
- Description: The date and time when the report was modified.
- Column: Created By
- Description: The creator of the report.
- Column: #Schedules
- Description: The count indicates the number of schedules created for a report.
- Column: Actions
- Description: The actions menu has the following options: Schedule Report, View Scheduled Reports, Delete, Edit, and Export.