Create a Report On Demand

This topic describes how to run a template to create a report on demand. You can also schedule a report for delivery at a future time.

1. In Reports > Templates, click on a template name.

   The Template Editor opens to display the template.

2. Select a time range on the top right side of the report.

   

   Select one of the following time ranges. When run, the report will include only events that fall within this time range. The default setting is This Week.

   • Custom: Create a custom date/time range. Select a Start date and time, and an End date and time, then click Ok.
   • Today: Start of today to the current time.
   • Yesterday: Start of yesterday to end of yesterday.
   • Last 24 hours: The 24 hours prior to and including the current hour.
   • This week: Start of this week to the current time.
   • Past week: Start of past week to end of past week.
   • Last 7 days: The 7 days prior to and including the current day.
   • This month: Start of this month to the current time.
   • Past month: Start of past month to end of past month.
   • Last 30 days: The 30 days prior to and including the current day.
   • This quarter: Start of this quarter to the current time.
   • Past quarter: Start of past quarter to end of past quarter.
   • This year: Start of this year to the current time.
   • Last 12 months: The 12 months prior to and including the current month.
   • Last 15 months: The 15 months prior to and including the current month.

     Note: You cannot save a time range with a template. The time range selector affects only templates that you run in the Template Editor.

     Warning: Long time ranges may take longer to process. To reduce the amount of time it takes to run a template, make the time range shorter.

3. Click Run to populate the template with actual data from the MOVEit source(s) included in the Filter.

   

   After a few moments, the report displays. It contains data records for the fields and filters specified by the template. The time range displays beneath the template title:

   

   If the template filters by MOVEit source, a blue filter icon displays at the bottom left of the report. Click on the icon to see the filter settings.

   

   Click any column heading in the report to sort data in ascending or descending order (arrows indicate sort direction).

4. SAVE A REPORT (optional):

   Once the template populates with data, it becomes a report that you can then save to the Library, or export. Click Save report to save this report to the Library or download it as a PDF or CSV file.

   

   Note: Saved reports will not contain column sorting.

   Once the report is run, you can use the Search box to locate any item in the report results. The asterisk (*) wildcard is accepted in searches.

   

   Note: Searches cannot be performed inside of packages/files transfered.

   Note: When searching for a time, enter 16.30 instead of 16:30.

   Click a column heading to sort data in ascending or descending order (an up or down arrow indicates sort direction). Column sorting is available only in the Template Editor; sort order cannot be saved with the report.

   Tip: To save a report with a specific column sort order, save the report to CSV and then use the column sorting feature in Excel or similar tool.

   Tip: If a template takes a long time to run, click Close if necessary to close the Template Editor (you will lose any unsaved template changes).

   Tip: To view multiple reports at once, open Ipswitch Analytics in additional web browser tabs or windows.

5. Optional: Save the report to the Library or as a PDF or CSV file, click Save Report and select one of the following:
   • Library: Saves the report to the Library. By default, all Library reports will be private (viewable only by the user who saves the report). To allow specific users and user groups to see the Library report, see Control Access to Library Reports.
   • PDF: Your web browser will download the PDF file, which you can view on any device or operating system (requires Adobe Reader)
   • CSV (comma separated value): Your web browser will download the CSV file.

   

   The saved report includes all of the report's fields, field placement,ilters, and time range. Reports that display in the Template Editor are limited to 1000 rows, but saved CSV reports will include all possible row results.

   Note: If you searched for a value within the report, then go to save the report, the saved report will include ALL report results, not just the rows that met your search criteria.

   Tip: A saved report will not include any data reported after the template was run. To save the most up-to-the-minute data, re-run the template right before saving the report.

   Enter a Report name and Description.

   Use the suggested name, or enter a new name.

   Note: A saved report does not indicate Filter and time range settings. We recommend that you include Filter and time range information in the report name.

   Click Save.

   It may take a few moments for the report to complete the save/download process. Your browser will notify you when the download is complete.

   

   If you saved the report to the Library, the Library report will be viewable only by you initially. To allow other users and user groups to see the Library report, see Control Access to a Library Report.

   If you saved the report as a PDF or CSV file, your browser will download the file. You can then print the report or attach it to an email.

   Important: You may need to reformat some of the columns to display all content in a CSV file, such as any Field that contains a comma (for example, content in a Status Message Field), and the Timestamp Field. To reformat an Excel column, first select the cell or column, right-click and then select Format Cells. On the Number tab, select Text if the Field contains a comma, or Date to reformat the Timestamp Field.