Generating reports

Procedure

1. On the REPORTS menu, under the Reports submenu click Reports.
2. Click on the report folder to view available report templates. If the available reports are further subdivided by report type, click the report type folder to view available report templates.
3. Enter the Start and End dates for the date range for the report generation.
4. To view and change permissions, click Advanced », click the Permissions tab and then click the links to open the dialog box and select your options.
5. Click Run report.

Modifying the template

The modifications listed here can be used on most templates to achieve the same results giving a cleaner output.

1. Create a copy of this template to work with by clicking the floppy disk icon, , see our help topic, Generating reports.
   • Folder: Executive summary
   • Report: Executive summary of activity of a specific user
2. On the Custom page under these sections, make your changes to the template:
   • Customize reports:
     • Name: For example, Executive Summary of Hugh Grant.
     • Location: Select the top level Reports folder or if you have created one for your own modified reports, choose the custom folder.
   • Sections:
     • Grouped options:
       • Display top: "20"
       • Exclude empty results: yes
       • Search term matching: "Whole search phrase"
       • Show results by: "Client IP"
       • Exclude domain: "ytimg.com"
       • Advanced»
         • Exclude adverts: yes
         • Session window: "2min"
         • Filter out images, javascript etc: yes
     • Exclude results:
       • Do not include these categories: - (Include the hyphen to not report on uncategorised content. If you have any custom categories with domains you do not want to report on, add them to this list.)
         • APIs & Web Libraries
         • Content Delivery
         • Software Updates
         • SSL / CRL
         • User tracking and Site stats
         • Search Suggestions
         • Transparent HTTPS incompatible sites
     • URL parsing:
       • Root domain: yes
         OR
     • Time: Set the time frame. This will allow you to only see data from the specified time range. For example, Monday to Friday, each day from 8:00 to 16:00.
   • Domains by Category group:
     • Domain activity:
       • Unit: yes - "Time spent"
3. Don't forget to click Create report, under the top Customize reports section.

Running the report

We recommend running this report with a limited time frame such as a week. You can then attempt a larger range such as two weeks.

If a report is needed for a two month period or longer, it's better to run multiple reports. This is because the time it takes to complete grows exponentially. For example a one week report may take 30 minutes, but a two week report could take 90 minutes.

Follow-up tasks

• Managing report folders.
• To share the report:
  1. From the generated report, click Share.
  2. To create a password-protected link and generate a password automatically, select the Password protected option.
  3. Click Generate link. You can copy the link and the password for the link before closing the dialog box.
• To export the report:
  1. Click either csv, pdf, pdf (b&w print) or tsv.
  2. Follow the instructions for your browser to download and save the report.
• To edit a report:
  1. Click the edit icon OR, to create and edit a copy of the report click the save icon for the relevant report.
  2. Make your changes and click Update.
• To delete a report, click X for the relevant report.