Template Editor Tour

The Template Editor is where you add fields to the template, decide the ordering of the field columns, and optionally add a filter to limit the MOVEit sources that will contribute data to the eventual report. You can also run the template to produce a report that contains actual MOVEit data, and then save the report to the Library or save it as a PDF or CSV file.

To open the Template editor:

• Go to REPORTS > Templates.

  In the figure, numbers designate areas on the screen that are described in the following table.

  

Tip: Users with sufficient privileges can also open the Template Editor from the Library by clicking Analyze Report.

THE TEMPLATE EDITOR

In the figure, numbers designate areas on the screen that are described in the following table.

DISPLAYING DETAILED OR SUMMARY FIELDS IN THE PALETTE

A field can contain either Detailed information about a single transfer, process, or action, or Summary information about multiple transfers, processes, or actions that have been aggregated for higher-level analysis. The Field palette can display only one of these field output types at a time; Summary fields display in the palette by default. Use the Report Output selector to change the type of fields that display in the palette:

When creating a NEW template, you can opt to display summary or detailed fields in the palette.

• Detailed: Displays fields that capture a datum of information about an individual transaction (a single transfer, process, or action).
• Summary: Displays fields that aggregate multiple detailed fields to summarize data at a high level.

To make your selection, use the Report Output selector located in the upper right corner of the template editor.

Note: Many fields will display regardless of your selection. Only those fields that are specifically Summary vs Detailed will be affected by the Report Output selector.

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

Tip: Summary fields reduce the number of rows in the report, which is useful if you want to reduce report results to a manageable length.

ADDING, REMOVING, AND REORDERING FIELDS IN A TEMPLATE

• To add a field: In the palette, click the plus sign (+) next to the field name.
• To remove a field: In the palette, click the minus sign (–) next to the field, or in the canvas, click the X next to the field heading.
• To reorder fields: In the canvas, click a field and drag it to a new position.

ADDING DATA VISUALIZATIONS TO A TEMPLATE

• To add a chart: Click the icon for the chart type. Make selections for the data to include in the chart.

  You can add one of each chart type to the template: line chart, bar chart, donut chart, pie chart. For more information, see Add Data Visualizations.

FILTERING A TEMPLATE

Use filters to include data only from specific MOVEit servers, organizations or usernames, Reports that you generate with the template include data only from the sources you select.

Note: This section includes a brief description of filters. For more information, see Using the Filter Palette.

1. Click the Palette's Filters tab.
2. In the Filter drop-down menu, select the type of MOVEit source you want to view: Servers, Organizations or Usernames.

   MOVEit sources are nested. A server contains organizations; organizations contain usernames. You can filter only one level above the current filter type. For example, you cannot filter usernames by specific servers.

   In the palette, a source list appears, reflecting your selection.

   • To locate a specific item in the list, use the Search box. The asterisk (*) wildcard is accepted.
   • To narrow the list so it displays only items from specific organizations, click All Organization(s), select the organizations to include, and click OK.

After you have customized the source list to your satisfaction, optionally select the checkboxes for individual source items to include in the template.

SAVE AND CLOSE A TEMPLATE

A template must contain at least one field before you can save it.

1. Click Save template as. The Save Template dialog box opens.
2. Provide the following information:
   • Template name
   • Description (optional)
   • Publish to all users checkbox: When checked, allows all users who have access to Templates to view your custom template.

RUNNING A TEMPLATE

A template must contain at least one field before you can run it.

Tip: To avoid lengthy report processing times, narrow the filters. For example, select only two servers instead of all servers, or select specific users instead of all users.

1. In the upper right corner of the canvas, select a time range from the drop-down option.
2. Click Run.

   The template fields are populated with data from the MOVEit sources you selected in the Filter.

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

To sort data in a column in ascending or descending order, click any column heading in the report. Arrows indicate sort direction.

SAVING A REPORT

After the template populates with data, it becomes a report that you can then save to the Library, or export.

• Click Save report and make a selection to save the report to the Library or download it as a PDF or CSV file.

  Note: Saved templates and reports do not retain sort order.

  Note: You cannot save a time range with a template definition.

For more detailed information about working with templates and reports, see:

Create a Template
Publish a Custom Template
Edit a Custom Template's Name or Description
Edit a Template's Fields and Filters
Use the Filter Palette
Create a Report On Demand
Delete a Template