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Use Reports to Evaluate Internet Activity > Report Center > Report Center Report Catalog > Managing reports
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
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Add a new report
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Copy a report
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Edit an existing report
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Rename a report
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Share a report
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Schedule a report
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Delete a report
Run a report
To run a report from the Report Catalog:
1.
In the folders list, select the folder or subfolder that contains the report you want to run. A list of reports appears in the reports pane.
2.
Locate the report you want to run and:
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Click the report name to run it immediately.
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Click the down arrow next to the report name and select Run now from the menu that appears.
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
2.
Create the report using the instructions for Using the Report Builder to create a report or Using the Transaction Viewer.
Copy a report
Make a copy of an existing report.
1.
In the folders list, select the folder or subfolder that contains the report you want to copy. A list of reports appears in the reports pane.
2.
Locate the report you want to copy.
a.
Click the down arrow next to the report name and select Copy from the menu provided.
or
b.
Check the box to the left of the report name and click the Copy button in the toolbar.
 
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Note 
To copy multiple reports, check the box next to the each report and click the Copy button in the toolbar.
c.
If you are copying a standard report, the Copy To pane opens. Select the Folder where you want the report to be stored.
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:
1.
In the folders list, select the folder or subfolder that contains the report you want to edit. A list of reports appears in the reports pane.
2.
Locate the report you want to edit.
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.
b.
Change the report as needed, then click the Update Report button.
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.
1.
In the folders list, select the folder or subfolder that contains the report you want to copy. A list of reports appears in the reports pane.
2.
Locate the report you want to copy.
a.
Click the down arrow next to the report name and select Rename from the menu provided.
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
Reports can be shared with other administrators. From the My Reports folder:
1.
Click the down arrow next to a report name and select Sharing from the menu.
or
Check the box next to one or more reports and click Share.
2.
From the Sharing pane, select:
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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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Note 
Shared reports that contain user information are not available for viewing or use by delegated administrators who do not have permission to View user names and hostnames in reports. See Delegated Administration and Reporting for more information.
Schedule a report
To add a report to a scheduled job from the Report Catalog:
1.
In the folders list, select the My Reports folder or subfolder that contains the report you want to add to a scheduled job. A list of reports appears in the reports pane.
2.
Locate the report or reports you want to schedule.
a.
Click the down arrow next to the report name and select Schedule from the menu provided.
or
b.
Check the box to the left of one or more the report names and click the Schedule button in the toolbar.
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:
1.
In the folders list, select the My Reports folder or subfolder that contains the report you want to delete. A list of reports appears in the reports pane.
2.
Locate the report you want to delete.
a.
Click the down arrow next to the report name and select Delete from the menu provided.
or
b.
Check the box to the left of one or more report names and click the Delete button in the toolbar.
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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Note 
Reports cannot be deleted from the Standard Reports folder.

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