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Managing reports
Administrator Help | Forcepoint Web Security and Forcepoint URL Filtering | v8.5.x
Use the Report Catalog options to:
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Run a report
To run a report from the Report Catalog:
1.
2.
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Results are displayed in the Report Builder or Transaction Viewer, depending on which was used to create the report. See Using the Report Builder to view a report or Using the Transaction Viewer for additional information.
Add a new report
Use Report Catalog options to add a new report.
1.
Click the New Report button in the toolbar and select whether you want to use Report Builder or Transaction Viewer to create your report
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Copy a report
Make a copy of an existing report.
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a.
or
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Note 
c.
Click Copy to save the report to the selected location.
Reports copied from My Reports folders are automatically copied to the same folder as the original. See Move reports and folders to move it to a different preferred location.
When a report is copied, "Copy" is appended to the report name. Rename the report by clicking the down arrow next to the report name and selecting Rename. Enter a new Name and, optionally, Description for the copy.
Edit an existing report
To edit an existing report from the Report Catalog:
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2.
a.
Click the down arrow next to the report name and select Edit before running from the menu provided.
The Report Builder or Transaction Viewer opens, depending on whether the reporting is a grouped or transaction report.
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c.
When you are satisfied with the edits, click Save to overwrite the existing report or Save As to create a new report.
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Enter a Name and, optionally, a Description for the report.
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Select a Folder in which the report should be stored.
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Click Save Report to save the report in the selected folder.
Rename a report
Change the name of an existing report.
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2.
a.
b.
Enter a new Name and, optionally, a new Description for the report.
c.
Click Save Report to save the report in the same folder
Share a report
(Added in v8.5.3.)
Reports can be shared with other administrators. From the My Reports folder:
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or
Check the box next to one or more reports and click Share.
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Not shared to remove sharing from the selection.
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View only to allow others to run but not make changes to the report.
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Allow editing to allow others to both run and makes changes to the report.
Shared reports are added to a Shared by Others folder. Each report is marked with a sharing icon. Hover over the icon to view the assigned sharing permissions. Icons that include a lock indicate editing is not allowed.
 
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Schedule a report
To add a report to a scheduled job from the Report Catalog:
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a.
or
b.
A maximum of 6 reports can be added to a job.
c.
The Add Job page opens with the selected reports listed. See Report Center Scheduler for instructions on adding a job.
The Schedule option is not available if the your delegated administrator role does not have the appropriate permission.
Delete a report
To remove a report from the Report Catalog:
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2.
a.
or
b.
c.
Click Delete in the popup window to confirm and delete the selected reports.
Note that deleting a report will not update any scheduled job that may include the report. Edit scheduled jobs as needed to remove reports that have been deleted from the catalog.
 
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