Create a custom version of an existing presentation report

Presentation Reporting | Web Protection Solutions | v8.4.x, v8.5.x | 29-Apr-2022

Presentation reports include a series of filters that determine which clients, categories, protocols, and actions are included in the report. Filters may be configured to show all of an information set (for example, all categories), or restricted to show only specified items (for example, only the Proxy Avoidance category).

The filters for pre-defined reports cannot be changed.

The filters for custom reports can be changed.

You can make a copy of any existing report (pre-defined or custom) to create a new custom report and apply new filters.

To create a variant of an existing report:

Select a report in the Report Catalog.

Click Save As. The Save As New Report page opens.

Update the Report name to accurately describe the report you want to create. Although a default name is provided, for ease of future report management, it is best to provide a more descriptive name.


	Tip If your organization has multiple reporting administrators, including initials or a similar code to indicate the report creator may be helpful. It may also keep administrators from inadvertently making changes to other administrators' reports.

Update the Report title as needed. This is the heading or title displayed at the top of the generated report.

Select a Report category to indicate where you want the new report to be listed in the Report Catalog on the Presentation Reports page.

When you have finished making changes, do one of the following:

Click Save to save your new report with the default filters and return to the Report Catalog. The new report appears in the report category that you selected.

Click Save and Edit to edit the report filters and further customize your report. Continue with Editing the presentation reports Clients filter.

Click Cancel to exit without saving your report and return to the Report Catalog.