Running a Customized Report

Scenario

You want to configure a customized report based on a Standard report and configure the filters, output, and set it to run automatically.
For background information, see Reports reference.

Prerequisites

  • For configuring the report output as an email, you have configured SMTP Email server using Notification extension or have ensured that it has been configured.
  • You have created recipients in the Recipients Editor tab of the Notification application. See Create Recipient Users or Recipient Devices in Creating and Configuring Recipients.
  • For configuring the report output to the printer, ensure that one or more local printers are configured.

Overview

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Select a Standard Report for Configuration
Configure Report Parameters
Apply Filters to Condense the Displayed Output
Configure Report Output
Configure Automatic Report Execution