Configure and Save Custom Reports

You can configure and save customized settings and options for reports that you run frequently or that you want to schedule to generate on a recurring basis.

To configure a report template and save it to My Reports:

1. From the left navigation menu Reporting section, click Report Lists. The available reports appear on the Report Templates tab.
2. On the Report Templates tab, double-click the report you want to configure and save or click the report and then click the pop-up Run Report. button. The Run Report - Define Report Parameters window opens.

3. Use the Generate Report As field to set the type of report you want to run (Interactive, PDF, or CSV). If PDF or CSV are chosen, after these report parameters are saved to My Reports, the Advanced Options pane becomes editable to allow you to set notification or scheduling options.
4. Configure the Filter options and the Field Settings that available for the type of report you selected. The standard fields in the report are listed under Field Settings, All fields are preselected. To delete a field, click it. To undelete it, click it a second time. The standard Field Settings and available Filter Options are unique to each report. See the following sections for descriptions of the report options:

• Audit Trails (see Audit Trails Reports )
• Group Reports (see Group Reports )
• Hotline Reports (see Hotline Reports )
• Incident Reports (see Incident Reports )
• Notification Reports (see Notification Reports )
• Team Reports (see Team Reports )
• Usage Reports (see Usage Report )
• User Reports (see User Reports )

5. When you have configured the basic report parameters, click the Copy to My Reports button. Clicking Copy to My Reports inserts a Report Name field and, depending on settings, may enable editing in the Advanced Options pane.
6. Provide a descriptive Report Name. The Report Type and Report Description fields are not editable.
7. For PDF and CSV reports, you can set scheduling and notifications parameters under the Advanced Options section. Note that scheduling and notification options are not available for interactive reports.

ClickScheduling	In the Scheduling pane, check the Start Time check box and use the Calendar menu and time drop-down list to set the date and time when the report should run. To schedule a report to run on a recurring basis, select the pattern from the Recurrence Pattern list: Daily, Weekly, Monthly, Annually, or Hourly. Set the desired recurrence pattern. When the schedule is set, click the Save button.
To set notification and escalation options for the saved report	Click Notification. See Set Notification Options for instructions. Use the Notification Settings field to choose whether to always send reports, even if they contain no data, or to never send empty reports.

8. Verify the Filter options and Field Settings sections have been to set correctly for the report you want to generate.
9. When all the report options are configured, to save the configuration in My Reports, click Save Report. The report will run at its next scheduled date. Alternatively, click Save and Run Report to save the configuration and run the report immediately.

PDF and CSV reports appear in the Pending and Completed Reports pane. See Pending and Completed Reports.