Help us improve your experience.

Let us know what you think.

Do you have time for a two-minute survey?

 
 

Creating Custom Reports

You must have appropriate network permissions to share a generated report with other users.

For more information about permissions, see the Juniper Secure Analytics Administration Guide.

Use the Report wizard to create and customize a new report.

The Report wizard provides a step-by-step guide on how to design, schedule, and generate reports.

The wizard uses the following key elements to help you create a report:

  • Layout— Position and size of each container

  • Container— Placeholder for the featured content

  • Content— Definition of the chart that is placed in the container

After you create a report that generates weekly or monthly, the scheduled time must elapse before the generated report returns results. For a scheduled report, you must wait the scheduled time period for the results to build. For example, a weekly search requires seven days to build the data. This search will return results after 7 days.

When you specify the output format for the report, consider that the file size of generated reports can be one to 2 megabytes, depending on the selected output format. PDF format is smaller in size and does not use a large quantity of disk storage space.

  1. Click the Reports tab.
  2. From the Actions list box, select Create.
  3. On the Welcome to the Report wizard! window, click Next.
  4. Select one of the following options:

    Option

    Description

    Manually

    By default, the report generates 1 time. You can generate the report as often as you want.

    Hourly

    Schedules the report to generate at the end of each hour. The data from the previous hour is used.

    From the list boxes, select a time frame to begin and end the reporting cycle. A report is generated for each hour within this time frame. Time is available in half-hour increments. The default is 1:00 a.m for both the From and To fields.

    Daily

    Schedules the report to generate at the end of each day. The data from the previous day is used.

    From the list boxes, select the time and the days of the week that you want the report to run.

    Weekly

    Schedules the report to generate weekly using the data from the previous calendar week, from Monday to Sunday.

    Select the day that you want to generate the report. The default is Monday. From the list box, select a time to begin the reporting cycle. Time is available in half-hour increments. The default is 1:00 a.m.

    Monthly

    Schedules the report to generate monthly using the data from the previous calendar month.

    From the list box, select the date that you want to generate the report. The default is the first day of the month. Select a time to begin the reporting cycle. Time is available in half-hour increments. The default is 1:00 a.m.
  5. In the Allow this report to generate manually pane, Yes or No.
  6. Configure the layout of your report:

    1. From the Orientation list box, select Portrait or Landscape for the page orientation.

    2. Select one of the six layout options that are displayed on the Report wizard.

    3. Click Next .

  7. Specify values for the following parameters:

    Parameter

    Values

    Report Title

    The title can be up to 60 characters in length. Do not use special characters.

    Logo

    From the list box, select a logo.

    Pagination Options

    From the list box, select a location for page numbers to display on the report. You can choose not to have page numbers display.

    Report Classification

    Type a classification for this report. You can type up to 75 characters in length. You can use leading spaces, special characters, and double byte characters. The report classification displays in the header and footer of the report. You might want to classify your report as confidential, highly confidential, sensitive, or internal.
  8. Configure each container in the report:

    1. From the Chart Type list box, select a chart type.

    2. On the Container Details window, configure the chart parameters.

      Note:

      You can also create asset saved searches. From the Search to use list box, select your saved search.

    3. Click Save Container Details.

    4. If you selected more than one container, repeat steps a to c.

    5. Click Next .

  9. Preview the Layout Preview page, and then click Next.
  10. Select the check boxes for the report formats you want to generate, and then click Next.
    Note:

    Extensible Markup Language is only available for tables.

  11. Select the distribution channels for your report, and then click Next. Options include the following distribution channels:

    Option

    Description

    Report Console

    Select this check box to send the generated report to the Reports tab. Report Console is the default distribution channel.

    Select the users that should be able to view the generated report.

    This option displays after you select the Report Console check box.

    From the list of users, select the users that you want to grant permission to view the generated reports.

    Select all users

    This option is only displayed after you select the Report Console check box. Select this check box if you want to grant permission to all users to view the generated reports.

    You must have appropriate network permissions to share the generated report with other users.

    Email

    Select this check box if you want to distribute the generated report by email.

    Enter the report distribution email address(es)

    This option is only displayed after you select the Email check box.

    Type the email address for each generated report recipient; separate a list of email addresses with commas. The maximum characters for this parameter are 255.

    Include Report as attachment (non-HTML only)

    This option is only displayed after you select the Email check box. Select this check box to send the generated report as an attachment.

    Include link to Report Console

    This option is only displayed after you select the Email check box. Select this check box to include a link to the Report Console in the email.
  12. On the Finishing Up page, enter values for the following parameters.

    Option

    Description

    Report Description

    Type a description for this report. The description is displayed on the Report Summary page and in the generated report distribution email.

    Please select any groups you would like this report to be a member of

    Select the groups to which you want to assign this report. For more information about groups, see Report Groups.

    Would you like to run the report now?

    Select this check box if you want to generate the report when the wizard is complete. By default, the check box is selected.

  13. Click Next to view the report summary.
  14. On the Report Summary page, select the tabs available on the summary report to preview your report configuration.

The report immediately generates. If you cleared the Would you like to run the report now check box on the final page of the wizard, the report is saved and generates at the scheduled time. The report title is the default title for the generated report. If you reconfigure a report to enter a new report title, the report is saved as a new report with the new name; however, the original report remains the same.

Related Documentation