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The Reports module includes three work areas:
The Library tab contains all saved reports. It will be empty initially. A report is a template that has been populated with actual data captured from one or more MOVEit server(s) over a specific time range. Reports can show a high-level summary of data, or details of individual transactions. The contents of a report are static and unalterable; a report represents a snapshot in time of activity on your MOVEit system(s). You cannot change the data fields that display in a report, or the MOVEit source included in the data set, but users with sufficient role privileges may edit a report's properties to share it with other users and groups. You can also export a report as a PDF or CSV file from the Library. Users with the role of Creator (or higher) can add a report to the Library by either running a template and saving the resulting report to the Library, or by creating a schedule to deliver the report automatically to the Library.
A template describes the content and layout of a report, but does not include any actual data. Ipswitch Analytics includes pre-configured stock templates that cover many commonly required reporting areas. You can also use the Template Editor to create custom templates from scratch that contain the exact fields, field placement, and Server/Org/User filters that you require. Run a report to populate a template with up-to-the-minute data from your MOVEit system(s), then optionally save the report to the Library for later viewing, or export it to PDF or CSV.
Create a schedule to automate the creation and delivery of reports to the Library, to specific Ipswitch Analytics users and groups, or to email recipients. Set a schedule to occur one time, or on a recurring basis.