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To start with navigate to Global Setting> Report Builder (Beta) (Note: Global settings icon is on the bottom left of the page of the Global View page.)
Add Report Templates
In Report Builder(Beta) click on the '+' button to begin with the process of creating the reports.
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Report Template is divided into three sections, Blocks, Report template editor, and Filters for making your reports.
There are six eight blocks readily available to help you to build your reports. Those These are Generic, AD Audit, Active Directory, Assets, Remediation Plan VulnerabilityBlock, Asset Level Compliance, Compliance, and ComplianceVulnerability. These blocks are used to simply drag and drop capability which further has filters to create your own report.
When one of the blocks is selected, for that particular block different filters can be used to modify the report templates.
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Using Select and order Table fields, only selected columns will be displayed.
Using Sorting, if a particular column is selected that column can be either arranged in ascending or descending order.
Using a Date Filter, the particular data filter can be chosen.
Using Data Source Filters, by selecting the field name, format field, and format value, the particular table which contains the format value will be displayed.
Using Data Source Field Filters by selecting the field name, format field, and selecting the color of the field, the particular column font color will be changed to the selected color.
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The Remediation Plan block has ready tables having data related to Remediation Plan, which can be simply added to Report Template Editor by using drag and drop action.
The functionality of the filters is being as same as mentioned above, but here Remediation Plan block is being used to edit the template.
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Asset Level Compliance
The Asset Level Compliance block has ready tables having data related to Asset Level Compliance, which can be simply added to Report Template Editor by using drag and drop action.
The functionality of the filters is as same as mentioned above, but here Asset Level Compliance block is being used to edit the template.
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Compliance
The Compliance block has ready tables having data related to Compliance, which can be simply added to Report Template Editor by using drag and drop action.
The functionality of the filters is as same as mentioned above, but here Compliance block is being used to edit the template.
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Vulnerability Block
Vulnerability The vulnerability block has ready tables having data related to Vulnerability, which can be simply added to Report Template Editor by using drag and drop action.
The functionality of the filters is being as same as mentioned above, but here Vulnerability block is being used to edit the template.
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Once the report is saved, a pop-up of Successfully added is displayed.
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Under the Report Templates tab, different templates created by users are listed.
In the Action menu, there are four options: Run Report, Clone Template, Edit, and Delete.
Using the edit option, can edit the report as per the requirement and delete the option to delete the report.
Run report option is used to generate a report.
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Once the report is submitted, pop-up Report execution initiated is displayed.
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Generated Reports
In the depicted below image, if the report runs successfully, it will show in (✅) and if the report doesn’t run successfully, then it shows in (❌).
The reports which are executed, those reports will be listed under the Generated Reports tab.
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Using the action column, the report can be downloaded in PDF and DOC format.
If required can delete the report as per the requirement.
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In the depicted below image, if the a duplicate copy of the report is needed can choose the option to Clone Template.
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Once the report is cloned, a pop-up Successfully cloned is displayed.
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In the Logo and Reference Documents tab, Company Name with Custom Reference Document and Company Logo is listed.
If there is a necessity to edit the template in the Report Builder, need to edit the existing Reference Document here.
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Upload Company Logo
Select Upload Company Logo to upload a company logo.
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Choose an image from any of the files, select the image and click on upload.
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When the image is uploaded, a pop-up Successfully updated is displayed.
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View Company Logo
Once the image is uploaded, click on View Company Logo to view the company logo image.
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In the image depicted below, you can view the uploaded company logo image.
Either remove the image or keep the image as required.
If the Remove logo is selected, a Confirmation dialog of either click on 'Yes' or ‘No’ is displayed to choose from.
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Download Reference Document
In the image depicted below, it is possible to download a default reference document, in this document can edit with a different templates editor.
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When the reference document is downloaded, it can be edited with different template editors.
In the above link, watch how to edit the document with the different template editors.
Upload Reference Document
As shown below, upload a Reference document with an edited document.
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Select the default report document to be uploaded. Once the file is selected, click on Upload to upload a document.
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When the document is uploaded, a pop-up Successfully uploaded is displayed.
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Delete Company Logo
When required to delete a company logo, choose the Delete Company Logo option.
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For confirmation to delete, choose Yes or No to delete a company logo.
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Delete Reference Document
Delete Reference Document, choose if required to delete a document.
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In the image depicted below, you can choose to confirm either Yes or No to delete a document.
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This completes the documentation of Report Builder.