Report Templates are pre-made reports that can act as a starting point for your reporting needs. Report Templates can be used with the Create Report feature to give you a limited selection of values to be modified for simple Report creation.  Report Templates can also be used by the Quick Reports to allow instant creation of scheduled reports on a daily, weekly, or monthly interval, with no input. In addition, Report Templates are used by the ‘Quick Demand Reports’ to allow instant creation of Demand Reports with options to enter the date range, email, and a top x limit for the grouping.

See also: Create Report and Quick Reports documentation.

Demand Report Tool Bar

Report Templates Window

To access Scheduled and Demand Report Templates go to the Report Admin window and click on the Scheduled or Demand tabs.

Report Templates Scheduled Tab

The Report Templates Scheduled tab lists all the available Report Templates.  From here you can assign the individual Templates as Global Templates, Group Templates or as Custom Report Templates.

Global: Enables/ disables Report Templates in the Report > Quick Reports window

Group: Enables/ disables Report Templates in the Quick Reports tab in the Groups window. 

Create Report: Enables/ disables Report Templates in the Reports > Create Reports window

All enabled Quick Reports will appear first, and both the enabled and disabled reports on the Quick Reports page will display in priority order.

Report Templates Demand Tab

The Report Templates Demand tab displays a list of Demand Report Templates.

Enabling Demand Report Template

The Demand tab has Global and Create Report options. 

Global: Enables/ disables Report Templates in the Demand Report > Quick Demand Reports window.

Create Report: Enables/ disables Report Templates in the Reports > Create Reports window.

All enabled Quick Reports will appear first, and both the enabled and disabled reports on the Quick Reports page will display in priority order.

Quick Demand Reports

The Quick Demand Reports window lists the available (enabled) Demand Report Templates. It can be accessed by clicking the Quick Demand Reports button in the 'Demand Reports' window.

From this window, you can create a Demand Report using an existing Demand Report Template. Each Quick Demand Report name is displayed as a URL which will redirect you to a page where you can create a Demand Report by entering a date range and optional email.

Create Template from Existing Reports

Report Templates can be created from existing Scheduled or Demand Reports. 

1.    Go to Reports > Demand Reports and click the View link beside the Report you wish to convert.

2.    In the Report window, click the Create Template link.

3.    Name the Report Template and click Submit.

4.    The 'Report Templates' window displays.  Find your Report and place a checkmark in the Global column.

5.    Go to Reports > Demand Reports and click the Quick Demand Reports button.

6.    The Quick Demand Report displays.  Click the Report.

7.    Modify the data, if required, and click Submit.

Creating a New Demand Report Template

Creating a new Template using the Custom Report is done in much the same way as creating any Report.  In this example, we will create a new Demand Report Template.

1.    Go to Report Admin and click the Demand tab.

2.    Click the Create button to open the Custom Report.

3.    Enter the name: Client IP Report Template and enable the Quick Reports and Create Report options.

4.    Scroll down and click the Add Summary Group link.

5.    Select Client IP Address for ‘Group Data By’ and Request Count Percent for ‘Fields’.

6.    Click Edit Sort.  Sort Request Count Percent in 'Descending' order.

7.    Click Save.

8.    Click Add Presentation.

9.    Select how you want the data to be displayed and click Save.

10. Review the Summary Group Data and click Save.

11. Expand the Create Report Options link.  In this window, you can modify ‘Template Settings’.  You add determine whether certain fields can be modified. You can also add one or more Filters to the Template.  See ‘Template Settings for Created Report’ below for more information about these settings.

12. Click Create Template. The new template displays.

13. You will be able to find your ‘Quick Demand Report’ window by going to Reports > Demand Reports and clicking the Quick Demand Reports button.

Creating a Report from a Template

In this example, we will create a Demand Report from a Demand Report Template.

1.    Go to Reports > Demand Reports and click the Quick Demand Reports button.

2.    Click on the Report Template created in the previous example.

3.    Click on the Report.  Enter the date range, the number of Hosts to display and an email address if required.  Click Submit.

4.    Click Submit.  The Report is added to the Demand Reports List.

5.    Click the Report Name to display the Report.

Create Report Options for Demand Reports

Use ‘Template Settings’ to specify settings related to the Create Report window. These settings include which values can or must be modified and default values for some fields.

Create Report Options for Scheduled Report