Report template

Report templates are used to specify the analytical data to include in the report, and to configure how often reports must be generated. Users with the General administrator, Tenant administrator, Tier 2 analyst, and Tier 1 analyst roles can create, edit, or delete report templates. Reports that were generated using report templates are displayed in the Generated reports tab.

Report templates are available in the Templates tab of the Reports section, where the table of existing templates is displayed. The table has the following columns:

Name—the name of the report template.
You can sort the table by this column by clicking the title and selecting Ascending or Descending.

You can also search report templates by using the Search field that opens when you click the Name column title.

Regular expressions are used when searching for report templates.
Schedule—the rate at which reports must be generated using the template. If the report schedule was not configured, the disabled value is displayed.
Created by—the name of the user who created the report template.
Updated—the date when the report template was last updated.
You can sort the table by this column by clicking the title and selecting Ascending or Descending.
Last report—the date and time when the last report was generated based on the report template.
Send by email—the check mark is displayed in this column for the report templates that notify users about generated reports via email notifications.
Tenant—the name of the tenant that owns the report template.

You can click the name of the report template to open the drop-down list with available commands:

Run report—use this option to generate report immediately. The generated reports are displayed on the Generated reports tab.
Edit schedule—use this command to configure the schedule for generating reports and to define users that must receive email notifications about generated reports.
Edit report template—use this command to configure widgets and the time period for extracting analytics.
Duplicate report template—use this command to create a copy of the existing report template.
Delete report template—use this command to delete the report template.