Report Customization
- Ryan Seymour
You can find this module at the Global level only.
With this module, you can customize any of our pre-made standard reports. If you don't like a particular graphic that we use, you can change it! Need a different name? No problem - update it! If certain elements are irrelevant to your needs, feel free to remove them. This module puts you in charge of our standard reports, giving you complete control over their customization.
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Table of Contents
Report Customization - Details
Access the Report Customization from the Reports category.
Edit Default Template
Open the Report Customization module and click the three-dot Action menu beside any report name to access the options. Tap on the ‘Download default Template' option and select the format.
Edit Default Template
Open the downloaded template, make desired edits, and save.
In this example, I am simply updating the image on the cover page; changing background.
Save your DOCX template, which we will now upload to the system.
Upload Default Template
Tap back to the three-dot Action menu next to the report name against which you want to upload the template and choose the Upload Template option.
The new template will display a green light dot with a download arrow, allowing you to download and re-edit it if necessary.
Reset to Default Template
Tap on the three-dot Action menu and select the Reset > Template option to bring any template back to the original, out-of-the-box state.
Report Customization - Toolbar Options
Alerts
View our timeline style of System Events captured for each company. You can set an optional date filter range to target a specific date range of events.
Info
Tap here to view your V4 Getting Started Info.
Help Link
Click to access the related documentation page; this link is functional on all screens and will take you to the appropriate documentation page.
Layout Settings
Here, you can change the UI look and feel using various options, including the Theme for color, the Scheme for dark and light mode, the Layout for toolbar and module positions, and the toggle to set the table view default.
I prefer the Teal color, Light mode, and Classic layout with an asset table view.
Get Support
Our support team is here to help. Use one of three options to start a support request.
Email to support@connectsecure.com
Login to our Freshdesk partner portal at https://cybercns.freshdesk.com
