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III. Create a customized Security Report
Once you become familiar with the basic four security reports and their reporting
tools, you may want to create your own customized reports. This exercise will
show you two different methods for running security reports. One method is by
using the Report Settings' Run feature, and the other is by generating a report view
using the Report Wizard.
Exercise A: Use the current view to generate a custom report
1. From a basic security report view, go to the bottom left of the panel, hover over
Report Settings, and choose Run to display the Security Report Wizard panel
for that report:
2. In Report Details, specify the Report Time Span by choosing one of two
options:
• Predefined Ranges - If choosing this option, make a selection from the pull-
down menu: "Today" (default), "Month to Date", "Year to Date", "Yesterday",
"Month to Yesterday", "Year to Yesterday", "Last Week", "Last Weekend",
"Current Week", "Last Month".
• Date Range - This option is selected by default. For this option, use the
calendar icons to set the date range.
3. Set the Top Item Limit for the report by either specifying the "Top" number of
records to be returned in the results, or by choosing "All" records.
NOTE: Choosing "All" records may take a long time for the report to generate, depending
on the number of records to be included.
4. In Users, select one of the accordions and indicate criteria to include in the
report to be generated:
• By User Group - If selecting this option, choose the User Group for your
report query results.
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