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:
-
On the Reports dashboard, click Create Custom
Report.
The Custom Report page is displayed.
-
In the Date field, use the icon to select
a date and time.
-
In the Entity Type field, select the type of entity, for
example, Screener Group or
List.
-
In the Activation Status field, select the report
status, for example, Active or
InActive.
-
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
-
In the Approval By field, select the approver for the
entities that you want in your report.
-
In the Submitted By field, select the submitter for the
entities that you want in your report.
-
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
-
To view the metadata events related to any of the filtered secured entity,
click its name in the list.