Creating a report template

December 9, 2024

ID 176425

To create a report template:

  1. In the main menu, go to Monitoring & reporting Reports.
  2. Click Add.

    The New report template wizard starts. Proceed through the wizard by using the Next button.

  3. Enter the report name and select the report type.
  4. On the Scope step of the wizard, select the set of client devices (administration group, device selection, selected devices, or all networked devices) whose data will be displayed in reports that are based on this report template.
  5. On the Reporting period step of the wizard, specify the report period. Available values are as follows:
    • Between the two specified dates
    • From the specified date to the report creation date
    • From the report creation date, minus the specified number of days, to the report creation date

    This page may not appear for some reports.

  6. Click OK to close the wizard.
  7. Do one of the following:
    • Click the Save and run button to save the new report template and to run a report based on it.

      The report template is saved. The report is generated.

    • Click the Save button to save the new report template.

      The report template is saved.

You can use the new template for generating and viewing reports.

See also:

Scenario: Monitoring and reporting

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