Report Templates Tab

The Report Templates tab enables you to customize the reports with specific information to help you analyze the required information.

Follow the steps below to customize reports:

1. The Reports Templates tab will display the base report templates that you can customize. Review the Overview of the Reports section to select the specific reports that you want to generate.

2. For example, click the Engagement Status Report to display the corresponding customization dialog box.

   

3. Every report customization dialog box will display specific information that you can customize. Click Next.

4. Select the check box to remove the columns from the report. This will appear in the Add Columns drop-down. If you wish to add the column back, select from this drop-down list.

   1. Use the vertical arrows to arrange the sequence of the columns.

   2. To modify a column name, click the column and select edit. Type the modified name in the New Column Name text box.

      

5. Click Next to export the report to a file.

   

6. File Name - The default name is displayed. You can modify the file name based on your specific requirements.

7. Select File Format - The reports can be saved in three different formats - .xls, .csv, and .json. Select the required format and click Generate Report.

8. Export using SFTP Connection - Select the checkbox to export the report to an SFTP location.

   1. SFTP Name - From the drop-down menu, select the applicable SFTP connection.

   2. SFTP Path - The SFTP path will be automatically filled based on the selected SFTP Name. This field is not editable for the user.

      Note

      If your enterprise has enabled the "Decryption For Metadata Reports" setting, any encrypted data in the report will be automatically decrypted when exporting via SFTP. By default, decryption is disabled. To enable decryption, please contact your Customer Success Manager or SRE.

9. Save Preset - You can save the report specification as a preset and use it later. By default, the Do not save option will be checked. Click New Preset if you wish to create a preset, specify a name.

10. Schedule Report - You can configure the specific time to schedule the report. Click the check box to specify the frequency, time, and date for the report to be generated in the following section.

    

11. Click Save & Schedule or Save to ensure the changes are effective.

The reports will appear in the Generated Reports tab. A notification will be sent to the registered email ID and will be available for download.