Viewing and Managing All Saved Reports and Templates
- 27 Mar 2024
- 2 Minutes to read
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Viewing and Managing All Saved Reports and Templates
- Updated on 27 Mar 2024
- 2 Minutes to read
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The Reporting screen in ThreatConnect® is where you can view and manage all reports and templates you and other users in your Organization have saved. From this screen, you can also create report templates and generic custom reports.
Viewing All Saved Reports and Templates
To view all reports and templates you and other users in your Organization have saved, click Reporting on the top navigation bar. The Reporting screen will be displayed (Figure 1).
The Reporting screen includes the following tabs and buttons:
- Custom Reports: This tab displays a table listing each saved report’s name, description, creation date, and last modified date. By default, this tab is selected when you access the Reporting screen.
- Templates: This tab displays a table listing each saved report template’s name, description, type, creation date, and last modified date.
- + Create Group Template: Click this button to create a report template for Groups.
- + Create Custom Report: Click this button to create a generic report (i.e., a report that is not for a specific Group or Case)
Note
You will not be able to open and view reports that contain information on Cases for which you do not have viewing permissions.
Important
If you open a saved report or template that was created by a Super User and contains data from an Organization you do not belong to, some sections in the report or template may not be displayed or may display no data. (See Managing Data in All Organizations: Reports and Report Templates for more information.) As such, it is recommended that Super Users identify which reports and templates contain data from Organizations outside of their home Organization in the description so that other users in their home Organization do not attempt to open those reports or templates.
Filtering and Sorting Saved Reports and Templates
The following filtering options are available on each tab of the Reporting screen:
- Search bar: Use this option to filter reports or templates by name.
- Filters
menu: Use this option to filter reports or templates by creation date or last modified date.
You can sort objects in each tab’s table by clicking on any of the table column headers.
Managing Saved Reports and Templates
Click Options
in the rightmost column of a saved report’s or template’s entry in the table to display a menu with the following options:
- Edit metadata: Select this option to edit the name and description of the saved report or template.
- Save a Copy…: Select this option to save a copy of the saved report or template. By default, the name of the copy will have the text “ - COPY” appended to it.
- Delete: Select this option to delete the saved report or template.
ThreatConnect® is a registered trademark of ThreatConnect, Inc.
20144-08 v.03.A
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