Using the Report Catalog

This section contains instructions for navigating around the Report Catalog, accessing and running reports, creating custom reports, and sharing reports and folders.

Navigating the Report Catalog

Managing reports

Managing folders

Navigating the Report Catalog

To access the Report Catalog, click Reporting at the top of the page and select Report Catalog. The Report Catalog includes the following elements:

The Toolbar contains buttons for returning to the previous page, creating new reports and folders, copying, sharing, and deleting items.

The folder list, in the left-hand pane, contains 3 top-level folders:

The Favorites folder enables you to easily locate your most frequently-used reports. You can mark a report or report folder as a favorite in the following ways:

Click the star to the left of the report or folder name in the Report Catalog. The star turns yellow when selected.

Click the star to the right of the report name in the Report Builder or Transaction View. You do not need to save your changes.

To remove a report from Favorites, click the star again to turn it gray.

When viewing the Favorites folder, note that you are essentially viewing a list of shortcuts to the reports. Choose View in folder from a favorite report's drop-down menu to see the report in its original folder.

My Reports contains all of the reports and folders that you create.

Standard Reports contains the predefined reports provided in TRITON AP-EMAIL. (If you have both cloud email and web protection, select the Email Security sub-folder.) These are divided into the following folders:

For more information, see Predefined reports.

Shared by Others contains items that have been shared for use by all administrators in your account. Each folder has the user name of another administrator, and contains the reports shared by that administrator.

If a folder contains one or more sub-folders, click the arrow to see those sub-folders in the left-hand page. Click a folder name to see its contents in the right-hand pane.

The table in the right-hand pane displays the contents of the folder you select in the folder list. This can be one or more-sub-folders, or a list of reports. To see a description of a particular report, hover the mouse over the report name.

From this pane, you can perform actions on one or more reports and folders, such as copying, renaming, and deleting folders, or editing, running, or sharing a report. The actions available to you depend on the permissions configured – for example, you cannot delete reports in the Standard Reports folder.

The Search field enables you to search for specific words or phrases in report titles. Search results list the report name, its location, and if applicable, the report owner and the last time it was edited. You can manage a report directly from the search results list – for example you can run it, or if you have suitable permissions, share or delete it.

Managing reports

Running a report

To run a report:

In the left-hand pane, navigate through the folder structure and select the sub-folder containing the report you want. The reports appear in the table on the right of the screen.

Click the report you want to run. Alternatively, click the down arrow next to the report, and select Run from the menu.

The results are displayed in the Report Builder. See Viewing report results and Viewing detailed reports for more information.

Creating a new report

To create a new report:

In the toolbar, click the New Report button, and select whether you want to create a grouped or transaction report.

Selecting a grouped report opens the Report Builder. Selecting a transaction report opens Transaction View.

Define attributes (for a grouped report), filters, and date ranges for your report as described in Creating a report.

To save your new report to the Report Catalog, click the Save button in the toolbar.

Enter a name and optionally a description for the report. The name can be a maximum of 200 characters, and the description a maximum of 400 characters.

Select the folder to store the report in. By default this is the My Reports folder; if you have created sub-folders, you can use the Folder drop-down to choose one of those.

Click Save Report.

Copying a report

To copy a report:

Navigate through the Report Catalog to find the report you wish to copy. This can be a standard report, one created by you, or a report shared by someone else.

Click the down arrow next to the report you want, and select Copy from the menu.


	Note To copy multiple reports, mark the check box to the left of each report, then click the Copy button in the toolbar.

If you are copying a standard or shared report, select the folder where you want to store the copied report. By default this is the My Reports folder; if you have created sub-folders, you can use the Folder drop-down to choose one of those.

If you are copying one of your own reports, it is automatically saved to the same folder as the original. You can move it to a different location later if required; see Moving items between folders.

Click Copy.

The report is saved to the selected location. If you are copying a report that you own, "Copy" is appended to the report name. You can now rename the report by clicking its down arrow and selecting Rename from the menu. You can also edit it as required.

Editing a report

To edit an existing report:

Navigate through the Report Catalog to find the report you wish to edit. This can be a standard report, one created by you, or a report shared by someone else.

Click the down arrow next to the report you want, and select Edit before running from the menu.

This opens the Report Builder or Transaction View, depending on whether you are editing a grouped or a transaction report.

Edit the attributes, filters, and date range of the report as required, then click the Update Report button in the toolbar.

If you are editing a report that you created, or a shared report for which you have editing permissions, you can save your changes by clicking the Save button in the toolbar. The report is saved with the same name and in the same location, overwriting the previous version.

If you are editing a standard report, or a shared report for which you do not have editing permissions, click the Save As button in the toolbar to save the edited report to one of your folders.

Sharing a report

To share a report:

In My Reports, click the down arrow next to the report you want, and select Sharing from the menu. Alternatively, mark the check box(es) next to one or more reports, and click the Share button in the toolbar.


	Note You can also share a report after running it in the Report Builder.

In the popup window, select one of these options:

Not shared means you are the only person who can access the report. Select it if you want to remove sharing from a report.

View only allows others to run the report, but not save any changes to it.

Allow editing enables others to both run and save changes to the report.

Click OK.

The report now has the sharing icon next to it in the report list. Hover the mouse over the icon to see the sharing permissions allocated to the report.

Deleting a report

To delete a report:

In My Reports, click the down arrow next to the report you want to delete, and select Delete from the menu. Alternatively, mark the check box(es) next to one or more reports, and click the Delete button in the toolbar.

In the popup window, click Delete to confirm.

Managing folders

Creating a new folder

You can create new folders only within the My Reports folder, up to a maximum of 4 levels of sub-folders. Folder names can have a maximum of 200 characters.

To create a new folder:

Navigate to the location in My Reports where you wish to place the new folder.

Click the Add Folder button in the toolbar.

Enter the new folder name, then click Add.

You can rename the folder later, if required, by clicking its down arrow and selecting Rename from the menu.

Copying a folder

When you copy a folder, you also copy all of the contents in that folder, including sub-folders and their contents.

To copy a folder:

Navigate through the Report Catalog to find the folder you wish to copy. This can be a folder containing standard reports, one created by you, or a folder shared by someone else.

Click the down arrow next to the folder you want, and select Copy from the menu.


	Note To copy multiple folders, mark the check box to the left of each folder, then click the Copy button in the toolbar.

If you are copying a standard or shared folder, select the location where you want to store the copied folder. By default this is the My Reports folder; if you have created further sub-folders, you can use the Folder drop-down to choose one of those.

If you are copying one of your own folders, it is automatically saved to the same location as the original.

Click Copy.

The folder is saved to the selected location. If you are copying a folder that you own, "Copy" is appended to the folder name. You can now rename the folder by clicking its down arrow and selecting Rename from the menu. You can also edit the reports in the folder as required.

Moving items between folders

If you have several folders under My Reports, you can easily move reports and folders around using drag-and-drop:

Select the item(s) that you want to move.

Drag the item(s) to the destination folder, in either the left-hand or right-hand pane. Note that a "Move items" popup appears as you start the drag: this turns green when hovering over a valid location, or red when over a folder where you cannot drop the report – for example, in Standard Reports.

A success message appears once you have moved the item(s) to a valid location.


	Note Moving a report to a folder that has different sharing permissions does not change the sharing permission assigned to the report.

Sharing a folder

When you share a folder, you also share the reports in that folder with the same permissions. You can then edit the sharing permissions for individual reports within the folder; see Sharing a report.

To share a folder:

Navigate through My Reports until the folder you want to share is shown in the right-hand pane.

Click the down arrow next to the folder, and select Sharing from the menu. Alternatively, mark the check box(es) next to one or more folders, and click the Share button in the toolbar.

In the popup window, select one of these options:

Not shared means you are the only person who can access the folder. Select it if you want to remove sharing from a folder.

View only allows others to run the reports in this folder, but not save any changes to them.

Allow editing enables others to both run and save changes to the reports in this folder.

Click OK.

The folder now has the sharing icon next to it in the list. Hover the mouse over the icon to see the sharing permissions allocated to the folder.

Deleting a folder

Deleting a folder also deletes all reports and sub-folders contained within it,

To delete a folder:

Navigate through My Reports until the folder you want to share is shown in the right-hand pane.

Click the down arrow next to the folder you want to delete, and select Delete from the menu. Alternatively, mark the check box(es) next to one or more folders, and click the Delete button in the toolbar.

In the popup window, click Delete to confirm.