Company Report Builder
- Ryan Seymour
Company Report Builder is used to Generate Reports based on previously created Report Templates.
If you need to add a new report template, please change it from company to global.
Company Report Builder - Table of Contents
Company Report Builder - Overview
The Report Builder screen has two main sections: Report Templates and Generated Reports.
Company Report Builder - Details
Report Templates
This is where you can view existing report templates and use the Generate Report found in the three-dot action menu.
Generated Reports
This is where you view any Generated Reports from your Report Builder Report Templates.
This includes the Created Date, Report Name, Report Type, Job Status, Job ID, Description, and Download fields.
Field | Description |
|---|---|
Created | Displays the date-time stamp for when the report was created |
Updated | Displays the date-time stamp for when the report was last updated |
Report Name | Displays the report name from the selected Report Template |
Report Type | Displays the Report Type (Example: DOCX) |
Job ID | Displays a job ID |
Job Status | Displays the job status (Example: Completed, Failed, Processing) |
Description | Displays a description for the job and what report was processed |
Download | Displays a download icon; tap to download the generated report |
Company Report Builder - Side Navigation Toolbar Overview
The side navigation toolbar contains actions for Terminate, Regenerate Job, Download, and Alerts.
Company Report Builder - Side Navigation Toolbar Actions
Terminate Job
Use this to terminate a reporting job that is processing. Termination can only be done for In-Progress jobs. It is required to select at least one record to use this action.
You will be prompted with a Confirmation message box; tap the Yes to complete the termination process.
Regenerate Job
Use this to regenerate a report job that is processing. Regeneration can only be done for In-Progress jobs. It is required to select at least one record to use this action.
Download Report
Use this to download a generated report that has completed processing. Download is only available for Completed report jobs. It is required to select at least one record to use this action.
Tap on Yes to complete the download.
Your file explorer will prompt you to choose a location for the download to be stored.
Check your web browser for any pop-up blocking if you do not see the download.
Alerts
Tap to view the System Events in a timeline-style format.
Need Support?
Contact our support team by sending an email to support@connectsecure.com or by visiting our Partner Portal, where you can create, view, and manage your tickets.
https://cybercns.freshdesk.com/en/support/login
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