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-<span class="plainlinks neverexpand"><div style="text-align: right;">[[Escan/english/escan11|Back]]</div></span><br/>+<h1 style='margin-top:0in'><a name="_Toc69906235">Report Templates</a></h1>
-__TOC__+<p class=MsoNormal style='margin-bottom:0in;line-height:110%'>The Report
-<br>+Templates module lets you create template and schedule them according to your
-==<B><font size=5 color=#24B200>Reports Templates</font></B>==+preferences. The module also consists of pre-loaded templates according to
-<br><br>+which the report can be created and scheduled.</p>
-The Reports Template page allows you to create and view customized reports based on a given template, for a given period; sorted by date, computer, or action taken; and for a selected condition or target group. It also provides options for configuring or scheduling reports, viewing report properties, and refreshing or deleting existing reports. +
 +<p class=MsoNormal align=center style='margin-top:12.0pt;margin-right:0in;
 +margin-bottom:12.0pt;margin-left:0in;text-align:center;line-height:110%'><img
 +border=0 width=637 height=293
 +src="eScan_Corporate360_UserGuide_revised_files/image279.jpg"></p>
-<I><B><font size=4 color=#24B200>Managing Reports</font></B></I>+<span style='font-size:24.0pt;line-height:115%;font-family:"Open Sans",sans-serif;
 +color:#1F4E79'><br clear=all style='page-break-before:always'>
 +</span>
-:::The eScan Web Console comes with comprehensive reporting capabilities for viewing the status of the modules, scheduled tasks, and events. It allows you to view predefined reports, create new reports based on predefined reports, and customize existing reports for computers or for a group of computers. +<h2 style='margin-bottom:0in'><a name="_Toc20322479"></a><a name="_Toc33634332"></a><a
-<br><br>'''Scheduling an existing Report Template'''<br>+name="_Toc42540375"></a><a name="_Toc47530346"></a><a name="_Toc47530527"></a><a
-::::::::'''1.''' Click Reports Template in the navigation bar and select the desired Template.+name="_Toc69906236">Creating a Report Template</a></h2>
-::::::::'''2.''' Click Create schedule.+
-::::::::'''3.'''Now define the Report Name and filter the criteria for generating report by expanding the tree.+
-::::::::'''4.''' Select the Conditions and Target Groups for generating Reports.+
-::::::::'''5.''' Define email and Server settings for sending reports by mail, also select the Format for the report, you can generate report in html, CSV,PDF and Excel formats, as required by you.+
-::::::::'''6.''' Schedule the report as desired and click OK. +
-::::::::'''7.''' Report will be created and scheduled instantly.+
-::::::::'''8.''' To save the settings and to create a report, click Save.+
-'''Note:'''Options to create and schedule reports are also present in Report Scheduler section of eScan Management Console. +<p class=MsoNormal style='margin-bottom:0in;line-height:110%'>To create a
-<br><br>+Report Template, follow the steps given below:</p>
 + 
 +<ol style='margin-top:0in' start=1 type=1>
 + <li class=MsoNormal style='margin-bottom:0in;margin-bottom:0in;margin-top:
 + 0in;line-height:110%'>In the navigation panel, click <b>Report Templates</b>.</li>
 + <li class=MsoNormal style='margin-bottom:0in;margin-bottom:0in;margin-top:
 + 0in;line-height:110%'>Click <b>New Template</b>.</li>
 +</ol>
 + 
 +<p class=MsoNormal style='margin-top:0in;margin-right:0in;margin-bottom:0in;
 +margin-left:.5in;line-height:110%'>New Template screen appears.</p>
 + 
 +<p class=MsoNormal align=center style='margin-top:12.0pt;margin-right:0in;
 +margin-bottom:12.0pt;margin-left:0in;text-align:center;line-height:110%'><img
 +border=0 width=609 height=370
 +src="eScan_Corporate360_UserGuide_revised_files/image280.jpg"></p>
 + 
 +<ol style='margin-top:0in' start=3 type=1>
 + <li class=MsoNormal style='margin-bottom:0in;margin-bottom:0in;margin-top:
 + 0in;line-height:110%'>Enter a name for the template.</li>
 + <li class=MsoNormal style='margin-bottom:0in;margin-bottom:0in;margin-top:
 + 0in;line-height:110%'>Select a report enter.</li>
 +</ol>
 + 
 +<p class=MsoNormal style='margin-top:0in;margin-right:0in;margin-bottom:0in;
 +margin-left:.5in;line-height:110%'>Depending upon the report enter, the
 +additional setting varies.</p>
 + 
 +<ol style='margin-top:0in' start=5 type=1>
 + <li class=MsoNormal style='margin-bottom:0in;margin-bottom:0in;margin-top:
 + 0in;line-height:110%'>After making the necessary selections/filling data,
 + click <b>Save</b>.</li>
 +</ol>
 + 
 +<p class=MsoNormal style='margin-top:0in;margin-right:0in;margin-bottom:0in;
 +margin-left:.5in;line-height:110%'>The template will be created according to
 +your preferences.</p>
 + 
 +<h2 style='margin-bottom:0in'><a name="_Toc39575804"></a><a name="_Toc39575805"></a><a
 +name="_Toc41679990"></a><a name="_Toc69906237"></a><a name="_Toc20322482">Creating</a>
 +<a name="_Toc20322483">Schedule for a Report Template</a></h2>
 + 
 +<p class=MsoNormal style='margin-bottom:0in;line-height:112%'><span
 +style='color:black'>The Report Template module lets you create a new schedule
 +for the report templates. To learn more, </span><a href="#_Report_Scheduler">click
 +here</a><span style='color:black'>.</span></p>
 + 
 +<span style='font-size:24.0pt;line-height:115%;font-family:"Open Sans",sans-serif;
 +color:#1F4E79'><br clear=all style='page-break-before:always'>
 +</span>
 + 
 +<h2 style='margin-bottom:0in'><a name="_Toc41679991"></a><a name="_Toc69906238">Viewing
 +Properties of a Report Template</a></h2>
 + 
 +<p class=MsoNormal style='margin-bottom:0in;line-height:112%'><span
 +style='color:black'>To view the properties of Report Template, follow the steps
 +given below:</span></p>
 + 
 +<ol style='margin-top:0in' start=1 type=1>
 + <li class=MsoNormal style='color:black;margin-bottom:0in;line-height:112%'>Select
 + the Report Template whose properties you want to view.</li>
 + <li class=MsoNormal style='color:black;margin-bottom:0in;line-height:112%'>Click
 + <b>Properties</b>. Properties screen appears.</li>
 +</ol>
 + 
 +<p class=MsoNormal align=center style='margin-top:12.0pt;margin-right:0in;
 +margin-bottom:12.0pt;margin-left:0in;text-align:center;line-height:112%'><span
 +lang=EN-IN><img border=0 width=670 height=269
 +src="eScan_Corporate360_UserGuide_revised_files/image281.png"></span></p>
 + 
 +<table class=MsoNormalTable border=1 cellspacing=0 cellpadding=0
 + style='background:#DBE5F1;border-collapse:collapse;border:none'>
 + <tr>
 + <td width=47 valign=top style='width:34.9pt;border:solid windowtext 1.0pt;
 + padding:0in 5.4pt 0in 5.4pt'>
 + <p class=MsoNormal style='margin-bottom:0in;line-height:112%'><b><span
 + style='color:black'>NOTE</span></b></p>
 + </td>
 + <td width=570 valign=top style='width:427.35pt;border:solid windowtext 1.0pt;
 + border-left:none;padding:0in 5.4pt 0in 5.4pt'>
 + <p class=MsoNormal style='margin-bottom:0in;line-height:112%'><span
 + style='color:black'>Depending upon the Report Template enter, the Properties
 + varies.</span></p>
 + </td>
 + </tr>
 +</table>
 + 
 +<p class=MsoNormal style='margin-bottom:0in;line-height:112%'><span
 + 
 +<h2 style='margin-bottom:0in'><a name="_Toc20322480"></a><a name="_Toc33634333"></a><a
 +name="_Toc42540376"></a><a name="_Toc47530347"></a><a name="_Toc47530528"></a><a
 +name="_Toc69906239">Deleting a Report Template</a></h2>
 + 
 +<p class=MsoNormal style='margin-bottom:0in;line-height:110%'>To delete a
 +Report Template, follow the steps given below:</p>
 + 
 +<ol style='margin-top:0in' start=1 type=1>
 + <li class=MsoNormal style='margin-bottom:0in;margin-bottom:0in;margin-top:
 + 0in;line-height:110%'>Select the template you want to delete.</li>
 + <li class=MsoNormal style='margin-bottom:0in;margin-bottom:0in;margin-top:
 + 0in;line-height:110%'>Click <b>Delete</b>.</li>
 +</ol>
 + 
 +<p class=MsoNormal style='margin-top:0in;margin-right:0in;margin-bottom:0in;
 +margin-left:.5in;line-height:110%'>A confirmation prompt appears.</p>
 + 
 +<ol style='margin-top:0in' start=3 type=1>
 + <li class=MsoNormal style='margin-bottom:0in;margin-bottom:0in;margin-top:
 + 0in;line-height:110%'>Click <b>OK</b>.</li>
 +</ol>
 + 
 +<p class=MsoNormal style='margin-top:0in;margin-right:0in;margin-bottom:0in;
 +margin-left:.5in;line-height:110%'>The Report Template will be deleted.</p>
 + 
 +<p class=MsoNormal style='margin-bottom:0in;line-height:110%'>&nbsp;</p>
 + 
 +<table class=MsoNormalTable border=1 cellspacing=0 cellpadding=0
 + style='background:#DBE5F1;border-collapse:collapse;border:none'>
 + <tr>
 + <td width=47 valign=top style='width:34.9pt;border:solid windowtext 1.0pt;
 + padding:0in 5.4pt 0in 5.4pt'>
 + <p class=MsoNormal style='margin-bottom:0in;line-height:110%'><b><span
 + style='line-height:110%;color:black'>NOTE</span></b></p>
 + </td>
 + <td width=570 valign=top style='width:427.35pt;border:solid windowtext 1.0pt;
 + border-left:none;padding:0in 5.4pt 0in 5.4pt'>
 + <p class=MsoNormal style='margin-bottom:0in;line-height:110%'><span
 + style='color:black'>Default Report Templates cannot be deleted. </span></p>
 + </td>
 + </tr>
 +</table>
 + 
 +<span style='font-size:26.0pt;line-height:115%;font-family:"Open Sans",sans-serif;
 +color:#222A35'><br clear=all style='page-break-before:always'>
 +</span>

Revision as of 09:36, 4 May 2021

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eScan Version 14 (and above) Online Help

<a name="_Toc69906235">Report Templates</a>

The Report Templates module lets you create template and schedule them according to your preferences. The module also consists of pre-loaded templates according to which the report can be created and scheduled.

<img border=0 width=637 height=293 src="eScan_Corporate360_UserGuide_revised_files/image279.jpg">


<a name="_Toc20322479"></a><a name="_Toc33634332"></a><a name="_Toc42540375"></a><a name="_Toc47530346"></a><a name="_Toc47530527"></a><a name="_Toc69906236">Creating a Report Template</a>

To create a Report Template, follow the steps given below:

  1. In the navigation panel, click Report Templates.
  2. Click New Template.

New Template screen appears.

<img border=0 width=609 height=370 src="eScan_Corporate360_UserGuide_revised_files/image280.jpg">

  1. Enter a name for the template.
  2. Select a report enter.

Depending upon the report enter, the additional setting varies.

  1. After making the necessary selections/filling data, click Save.

The template will be created according to your preferences.

<a name="_Toc39575804"></a><a name="_Toc39575805"></a><a name="_Toc41679990"></a><a name="_Toc69906237"></a><a name="_Toc20322482">Creating</a> <a name="_Toc20322483">Schedule for a Report Template</a>

The Report Template module lets you create a new schedule for the report templates. To learn more, <a href="#_Report_Scheduler">click here</a>.


<a name="_Toc41679991"></a><a name="_Toc69906238">Viewing Properties of a Report Template</a>

To view the properties of Report Template, follow the steps given below:

  1. Select the Report Template whose properties you want to view.
  2. Click Properties. Properties screen appears.

<img border=0 width=670 height=269 src="eScan_Corporate360_UserGuide_revised_files/image281.png">

NOTE

Depending upon the Report Template enter, the Properties varies.

<span

<a name="_Toc20322480"></a><a name="_Toc33634333"></a><a name="_Toc42540376"></a><a name="_Toc47530347"></a><a name="_Toc47530528"></a><a name="_Toc69906239">Deleting a Report Template</a>

<p class=MsoNormal style='margin-bottom:0in;line-height:110%'>To delete a

Report Template, follow the steps given below:

  1. Select the template you want to delete.
  2. Click Delete.

A confirmation prompt appears.

  1. Click OK.

The Report Template will be deleted.

 

NOTE

Default Report Templates cannot be deleted.



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