Create New Report

For a full list of types of report you can create, see Report Types.

  1. Select Reports from the left Navigation panel.

    2. All reports created for the selected organization are listed.

  2. At the bottom of the list, click Create New Report:

  3. In Step 1 - Select Report Category, select from the following (see Report Types for a description of report categories and types available):
    • Security and Data Breach Reports
    • License
  4. Click Next.

    5. If you selected the License report category, Step 2 is skipped and you are taken straight to Step 3.

  5. In Step 2 - Select Report Type, select from those available based on your selection in Step 1 (as mentioned in Step 1, see Report Types for a description of report categories and types available). Click Next.

  6. Step 3 - Select Report Options is displayed. Choose your report name, any email recipients of the report and any automatic scheduling of the report.

    To attach the CSV file to the emailed report, select the Attach CSV to emailed report option.

    The system will add the CSV file to the emailed report in one of the following ways:

    • 0-5MB - If the file is between 0-5MB, the file is attached to the email
    • 5-10MB - If the file is between 5-10MB, the file is zipped and attached to the email
    • 10MB+ - If the file is over 10MB, a link to the file is added to the email to the email

    If you want the system to automatically generate a shared URL for the report, select the Automatically Generate Shared URL for Report option.

  7. Click Next.
  8. In Step 4 - Customize Report View, you can add/remove columns displayed in the report and create Conditions which allow you to specify what data is included in the report output (see Specify Report Conditions). You can also see a preview summary of the information that will be displayed. Click Next.
  9. Step 5 - Report Review allows you to review your input. Click Save if you are happy with your report.

You can now run and view your report. See Run Report.