Create a New Report

Creating new reports involves the following:

Selecting a Template

To select a template

  1. On the WebView Reporting page, use the menu on the left side to select the category of information you want.  Select a sub-category if necessary.

  2. Click Create a report. The first page of the Create a report wizard opens.

  3. Select the checkbox next to the template that you want to use for the report.

  4. Click Next. Depending on the template you selected, you must now either select report items or report time range.

Selecting Report Items

Depending on the template that you selected for your report, select items for your report by either:

Note: You do not select items for the system_performance_by_mailbox or system_performance templates.

To select report items from a list

  1. Select the items from the All Items list that you want to include in the report by:

  2. Click the arrow pointing right to add the select item or items to the report. To add all items to the report, click the double arrows pointing right.

  3. Click Next. You must now select the report date and time range.

To enter report items into a text field

  1. Enter the name of the item in the text field.

  2. Click Next. You must now select the report date and time range.

Selecting the Report Date and Time Range

The last step in creating a report involves selecting the date and time range of the report. The date and time range can be either relative or fixed.   Relative date and time ranges, such as Today and This Week, provide data relative to the day you run the report.  Fixed date and time ranges, such as October 3, 2002, 09:00 to October 3, 2002, 12:00, are specific dates and times that do not change if you run the report again at a different time.

To select the date and time range

  1. Click the radio button next to either Relative date and time range or Fixed date and time range, depending on your needs.

  2. Select the date and time range, as follows:

  3. Click Finish. The report opens in a new browser window.

You now can modify the report by clicking the menu options that display in the report window. You can also sort the report data by each column. If you are satisfied with your report, click the Save Report Definition menu option to save the report as a report definition.  

See also

Change report date and time

Change report items

Export report data

Print a report

Sort report data by columns

Save report definition

Opening a Report in a New Window

Once you have created a report, you can open the report in a new window.  

To view a report in a separate browser window

On an open report screen, click the Open this report in a new window link. A new browser window opens, displaying the report.

When you open a report in a new window, you can perform the following: