To

Do this

Show summary or detailed fields in the palette

This option is available when you are creating a new template.

In the Report Output dropdown box, in the upper right corner of the screen, select Summary or Detailed.

• Detailed: Displays fields that capture a single item of information about an individual transaction (transfer, process, or action).
• Summary (default): Displays fields that aggregate multiple detailed fields to summarize data at high levels. Summary information can include multiple transfers, processes or actions that have been aggregated for higher-level analysis. Summary fields reduce the number of rows in the report, which is useful if you want to reduce report results to a manageable length.

Only fields that are specifically Summary or Detailed fields are affected by your selection.

Warning: You will lose all fields that you have already added to the template if you change the Report Output

Add fields to a template

In the palette, click the Fields tab, and then click the plus sign (+) next to the field name. The field that you click appears as a column in the template canvas.

To see a description of the type of data that the field displays in a report, hover over the field name in the palette.

For more information, see Field Definitions.

Remove fields from a template

In the palette, clear the checkbox for the field.

Change the layout of field columns

Click and drag a column heading.

Sort data in a column

Click a column heading.

Column sorting is available only in the template editor. Sort order cannot be saved in the report. To save a report with a specific column sort order, save to CSV file (see row, below), and use the column sorting feature in Excel^® or similar tool.

Filter a template

A filter lets you choose to include or exclude data from only specific MOVEit sources and MS Exchange sources.

1. In the palette, click the Filters tab. Click Add Filter. Make selections to limit the data in the template. Click Add.
2. To add additional filters, repeat the process.

For details about filter fields, see Add a Filter.

Add data visualizations to a template

Click an icon for the chart type. You can add one of each type of chart: line, bar, donut, pie. For more information, see Add Data Visualizations.

Run a template to produce a report

1. In the upper right corner of the screen, from the dropdown, select a Time Range.
2. Click Run to populate the template with data

Save a report

1. Run the template to produce the report.
2. Click Save Report and make a selection:
   • Report Library. Report is saved as a private report, viewable only by you. To allow viewing by specific users and groups, see Control Access to Library Reports.
   • PDF. The maximum row limit is applied to the report. Default is 1000 rows. Rows beyond the limit are not saved to the report.
   • CSV file. CSV-only schedules have an unlimited number of rows. If you save a report to both PDF and CSV formats, the maximum row limit is applied to both formats.

Save a template

1. Click Save Template and enter a name and optional description. Names are case-sensitive.
2. Optionally select Publish to all users. This option allows any user with access to the templates tab to view, modify, and delete the template, providing their user role allows access to that template type. If this option is not selected, only you can access the template.

Note: Time Ranges are not saved with the template. The time range selector affects only templates run inside the template editor.