Creating a template

When creating a report template, you need to specify all the information that you want to display in the report: report name, its description, availability of a table, graph or image. You can also select the data that you want to display in the report and define the position of report elements.

When creating a report in the Reports section, Generated reports subsection of the interface, you can only select the template for creating the report and the data display period.

A new report template is created for each data sample.

To create a template:

1. In the application web interface window, select the Reports section, Templates tab.

   This opens the table of templates.

2. Click Add.

   This opens the template creation window. This window contains the body of the report and the report builder in a floating window. You can move the report builder over the workspace of the web interface window.

3. In the Template name field in the upper-right corner of the window, type the name that you want to assign to reports that are created from this template. For example, Alerts by technology.

   This name is displayed in the table in the Reports section, Generated reports subsection when creating all reports in this template.

4. In place of the Report title text, type the report name that will be displayed in a report after the report is created. If you do not want to add a report name, you can delete the Report title text and leave this report section blank.

   You can format text using the buttons in the Text section in the template builder.

5. In place of the Report description text, type the report description that will be displayed in a report after the report is created. If you do not want to add a report description, you can delete the Report description text and leave this report section blank.

   You can format text using the buttons in the Text section in the template designer.

6. Using the report builder, add one or more report elements:
   • Table.
   • Pie chart.
   • Image.
7. If you chose to add an image, the Image window opens. Do the following:
   1. Click Upload.
   2. Upload the image. For example, you can upload your company logo.
   3. In the list on the right of the upload button, select the alignment of the image on the report page: Left, Right or Center.
   4. Click Apply.
8. If you chose to add a pie chart, the Pie chart of alert attributes window opens. Do the following:
   1. In the Name field, type the name of the pie chart. For example, Top 5 alerts by technology. You can also leave the field blank.
   2. In the Data source list, select the alert property for which you want to create a pie chart. For example, Technologies.
   3. In the Number of slices field, specify the maximum number of sectors of the pie chart. When a report is created, the application selects the most frequently encountered data. For example, if you specified 5 sectors and want to create a pie chart by technology, the application will show a pie chart for the 5 technologies that generated the highest number of alerts. The technologies that generated the lowest number of alerts are not displayed on the pie chart.

      Click Apply.

9. If you chose to add a table, the Alerts table window opens. Do the following:
   1. In the Available columns field, double-click to select the alert properties that you want to add to the report table.

      The selected properties are moved to the Selected columns field. You can drag the names of columns between the Available columns and Selected columns fields, and change the order of columns in the report table.

      For example, if you moved the Technologies, Detected and Time created properties to the Selected columns field, the table of the created report will show the technologies that generated alerts, a list of detected objects, and the time when the alerts were generated.

   2. If you want to filter alerts by the State property, select the check boxes next to the processing statuses of alerts whose data you want to display in the report.
   3. If you want to filter alerts by the Technologies property, select the check boxes next to the names of application modules and components whose data you want to display in the report.
   4. If you want to filter alerts by the Importance property, select the check boxes next to the importance levels of alerts whose data you want to display in the report.
   5. If you want to filter alerts by the VIP status, select VIP in the list. Only alerts with the VIP status are displayed in the report.
   6. Click Apply.
10. Click the Save button in the upper-right corner of the window.

A new template will be created.

Users with the Security auditor and Security officer roles cannot create report templates.

See also Managing reports Viewing the table of templates and reports Creating a report based on a template Viewing a report Downloading a report to a local computer Editing a template Filtering templates by name Filtering templates based on the name of the user that created the template Filtering templates by creation time Clearing a template filter Deleting a template Filtering reports by creation time Filtering reports by name Filtering reports by the name of the server with the Central Node component Filtering reports based on the name of the user that created the report Clearing a report filter Deleting a report

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