Configuring a Custom Report
To configure a custom report, define the report’s characteristics and filters. Report filters vary, depending on the type of custom report you select.
As an example, the following describes how to configure a Communication Report. The process for configuring other custom reports is the same.
Note that the Communication Report, the Reading History Report and the Usability Report do not display on screen and can only be downloaded as an Excel file. To configure a Communication custom report –
Procedure
1. Click the /images/reports_btn.png)
option in the left pane.
option in the left pane.2. Click the Add /images/ax_addbutton.png)
button at the bottom right of the window. The New Report window displays.
button at the bottom right of the window. The New Report window displays./images/ax_new_report_window.PNG "Overview of a new report window")
3. Click the Set Report option in the Communication Report.
/images/ax_communication_report_window.PNG "Screen capture displaying communication report window")
4. In the General tab, provide the following information for the report:
◦ Report Name – Specifies a free-text name for the report.
◦ Description – Provides a description of the report.
◦ Entity – Specifies the entity(ies) to be included in the report.
5. Click Next or click the Filters tab to define the filter(s) for the report. The following window displays.
/images/ax_cr_filterstab.PNG "Screen capture of the communication report window along with selected filter tab")
6. Click the /images/ax_filter_icon.PNG)
button to add a filter. The following window displays.
button to add a filter. The following window displays./images/ax_cr_add_filter_window.PNG "Screen capture displaying add a filter window")
7. Specify the time frame by which to filter the report. You can select either Last Week or Last Month.
8. Click Next or click the Sharing tab to define report sharing for this report.
/images/ax_cr_sharing.PNG "Screen capture displaying sharing tab in the communication report")
9. Define the Application(s) with which to share the report. Define the settings On this tab in the same way as for a standard report, as described in Managing Reports.
10. Click Next or click the Subscription tab to define the subscription settings for the report.
/images/ax_cr_subscription.PNG "Screen capture displaying subscription tab in the communication report")
11. Define the subscription options for the report. Define the settings on this tab in the same way as for a standard report, as described in Managing Reports.