Creating a Basic Report

Console allows you to create and export custom reports, as well as apply filters and scheduling options. The steps below demonstrate how to configure new, basic reports. To view an example of a basic report, see the three samples in this topic. To learn about creating advanced reports within Console, see Creating an Advanced Report. To create an advanced report, click the New Advanced button instead. You can also copy and edit Console's built-in, advanced reports, which are listed on the Manage Report Types page. For further information on advanced reporting, see Creating an Advanced Report.

  1. Go to Reports > Manage Report Types. Click the New Basic button.
  2. Enter a name for your report (limited to 75 characters) and a detailed description about the report.
  3. Choose the level of detail to show on your report.
    Select a field from the drop-down list to be used as the basis for organizing your report. Console generates a report with a row for each item that matches a chosen field. If you choose more than one field, Console generates a multi-level report. The data in the generated report is grouped in ascending order by the fields selected from the drop-down list. For example, if you select Client address, the data in the report is grouped by the transfer initiator IP addresses. For example, Console groups the five transfers initiated by IP Address 1 in the first grouping,the three transfers initiated by IP Address 2 in the second grouping, and so on..
    Note: Once a field is selected, the drop-down list updates automatically to allow for multiple levels of organization. To remove a level of organization, click the Remove link that appears next to the selected field.

    The drop-down list includes all Console built-in fields and custom fields. For a list of built in fields, see Reference: Basic Report Organization Options. For more information on custom fields, see Creating Custom Fields.

  4. Select the data columns to include in your report. These include built-in and custom fields.
    Select whether to use basic fields only or both basic fields and advanced fields from the Available Columns drop-down menu. Use the blue arrows to add and remove selected data columns.
    Note: The columns available in the list are determined by the organizational fields chosen in the step before.
  5. Configure result sorting.
    Select fields to sort by and whether to sort the data in ascending or descending order
    Grouping and sorting options appear based on the data columns that you chose to include in the report. By default, the report is sorted by the organization field selected in the previous step.
  6. Add a filter to show only results matching the entered value.
    For detailed information on Console's filters, please see Reference: Reporting Filters.
  7. Create your report. You can also run it at this time.
    • Click Create: Save the report without running it. You are redirected to the Manage Report Types page where you can see the new report in the list of reports. Custom reports have edit and delete links, which differentiate them from Console's built-in reports. Both custom reports and built-in reports include a copy link for duplicating the report and a run link to view run settings and generate the report.
    • Click Create and Run: Save the report and run it. The new report is added to the Manage Report Types page, but first, you are redirected to the New Report page where you must finalize the report run settings and click the Run Report button to run the report.