Creating Custom Reports

You can filter the entities based on your requirement of a customized report. For example, you want to view all the Screener Groups in an active state by a specified date, or you want to view all the Screener Groups approved by a specified user. You can do this, using the Create Custom Report button on the dashboard. The custom report also allows you to view the history of the secured entities by selecting the past dates.
Note: The custom report is useful for audit purposes.
To create a custom report, perform these steps:
  1. On the Reports dashboard, click Create Custom Report.
    The Custom Report page is displayed.
  2. In the Date field, use the icon to select a date and time.
  3. In the Entity Type field, select the type of entity, for example, Screener Group or List.
  4. In the Activation Status field, select the report status, for example, Active or InActive.
  5. In the Approval Status field, select the status for which you want to view entity reports. For example, if you select Pending, the report will be for all the entities that are in pending state of various activities. The options are:
    • Pending
    • Approved
    • Rejected
    • Deleted
    • Disabled
    • Not Submitted
  6. In the Approval By field, select the approver for the entities that you want in your report.
  7. In the Submitted By field, select the submitter for the entities that you want in your report.
  8. Click the Filter icon.
    These details are displayed based on your filter criteria:
    • Name of the entities
    • Source of the entities
    • State of the entities, such as Update-Approved or Create-Approved
    • If the entity is Active
  9. To view the metadata events related to any of the filtered secured entity, click its name in the list.
    The History : List page is displayed showing these details:
    • A graphical timeline of metadata events related to the selected entity.
    • A list of metadata events below the bar chart.
    1. Use the Start Date and End Date icons on the top of the page to select the date range for which you want to view the metadata event.
    2. Use the drop down list on the top-right corner of the page to select if you want to view the metadata events for every Minute, Hour, Day or Month.
    3. Click the Filter icon to view the results for the selected parameters.
    4. Use the forward and the backward arrows on the sides of the drop-down to move through the events.
    5. Use the Menu icon to download the metadata event history as PNG or SVG.