Report Templates

Types of Report Templates

There are four types of report templates defined in LogPoint.

  • My report templates: The templates you made.

  • Used report templates: The templates you used previously.

  • Shared report templates: The templates shared by other users.

  • Vendor report templates: The templates provided to you by the vendor, i.e. LogPoint.

../_images/LP_Report_RT_Types.png

Types of Report Templates

Running a Report Template

LogPoint automatically runs a Report Template based on the defined scheduling rules. You can also run it manually whenever you want. To run a template manually,

  1. Go to Report >> Report Templates.

  2. Click the Run This Report icon in the Actions column to open the Run Report panel.

../_images/LP_Report_RT_RunIcon.png
  1. Select the desired Repos, the Time Zone, and the Time Range.

../_images/LP_Report_RT_RunningReport.png

Run Report Panel

  1. Select one of the Export Type formats.

  2. Enter the Email address(es), if you want to send the report as an attachment in the email.

  3. If the Data Privacy Module is enabled in the system, you can to view the Data privacy module tab.

../_images/LP_Report_RT_RunningReport_DPM.png
  • Check Generate report with the original data if you want to decrypt the fields in the report.

  • Check Show raw logs to access the raw logs in the report.

  1. Click Submit.

Note

  • In the Data Privacy Module enabled systems, if you check Generate report with the original data, a request message is sent to the users with the Can Grant Access privilege. The request can be viewed under Settings >> Configurations >> Data Privacy Module >> Pending Request.

    The report can be viewed or downloaded only after the request is approved.

  • You can view ad-hoc or recurring reports by clicking the Run button inside the Template tab. Your settings for the scheduled reports are not overwritten.

  • When you run a report manually, it does not tamper with the report’s scheduled time in any way.

Sharing a Report Template

You can share a report template with all the users in the system and give them the read, edit, or full permissions. Any changes made in the report templates are visible to all the shared users.

Each parameter in a shared report template is categorized into two types:

  1. Global parameters can be changed only by the users with the Edit or Full permissions. Changes in the global parameters are reflected for all the users using the shared report template. The following parameters are global:

    • The name and the report layout of the report template.

    • The queries, query order, and query render type of the report template.

  2. Personalized parameters can be changed by all the users. However, the changes in the personalized parameters are reflected only for the users making the change. The following parameters are personalized:

    • Scheduling configurations

    • Data privacy configurations in data privacy enabled systems.

    • Selected repos

    • Email and memory usage configuration for scheduled report jobs.

Note

  • A user with the Full permission can also Share and Delete a shared report template.

  • You cannot share a Used report template.

To share a report template:

  1. Go to Report >> Report Templates.

  2. Click the Share/Unshare icon in the Actions column for the report.

    ../_images/LP_Report_RT_Share.png

    Report Templates

    1. To share multiple report templates, select the respective templates. Click the More drop-down and choose Share Selected To Users.

    ../_images/LP_Report_RT_ShareSelected.png

    Report Templates

    1. To share all the report templates, click the More drop-down and choose Share All To Users.

    ../_images/LP_Report_RT_ShareAll.png

    Report Templates

  3. Select the users groups for all the users you want to share the report templates.

    ../_images/LP_Report_RT_Share_Permissions.png

    Providing permissions for a shared report template

  4. Select the Read, Edit, or Full permissions for the users. Refer to the introduction section of Sharing a Report Template for details on user permissions.

  5. Click Submit

Note

You can unshare a report template by removing the permissions for all the user groups from the Share Report Template panel.

Deleting a Shared Report Template’s Owner

  1. Go to Settings >> User Accounts >> Users.

  2. De-activate the user by clicking the De-Activate User icon in the Actions column.

  3. Click Manage De-Activated Users.

  4. Click the Delete icon in the Actions column of the user.

  5. Click Yes.

Note

While deleting a shared report template’s owner, you must delete the shared template or transfer the template’s ownership to another user. You can do this from the Transfer Ownership panel that appears when you attempt to delete a user whose template is being shared.

  1. To transfer the ownership, select a user from the drop-down and click Submit.

../_images/LP_Report_RT_DeleteSharedOwner_Transfer.png

Transferring the Ownership of a Shared Report Template

Note

The transferred template is listed in the Report Templates page in the owner’s system.

  1. To delete the user and user’s template without transferring their ownership, click Delete.

../_images/LP_Report_RT_DeleteSharedOwner_Delete.png

Deleting a Shared Report Template’s Owner

Exporting Report Templates

  1. Go to Report >> Report Templates.

  2. Select the report templates you want to export.

../_images/LP_Report_RT_Export.png

Label Packages

  1. Click Export.

  2. Save the exported package.

Importing Report Templates

  1. Go to Report >> Report Templates.

../_images/LP_Report_RT_Import.png

Label Packages

  1. Click Import.

  2. Browse for the required report templates.

  3. Click Upload.

Cloning a Report Template

  1. Go to Report >> Report Templates.

  2. Click the Clone Report icon under the Actions column for the template.

../_images/LP_Report_RT_Clone.png

Cloning a Report Template

  1. To clone multiple Report Templates, select the respective templates. Click the More drop-down and choose Clone Selected Report Templates.

../_images/LP_Report_RT_CloneSelected.png

Report Templates

  1. To clone all the Report Templates, click the More drop-down and choose Clone All Report Templates.

../_images/LP_Report_RT_CloneAll.png
  1. Enter a new Name for the cloned template.

  2. Select the Replace Existing? checkbox to replace an existing template with the same name.

  3. Click Clone.

Deleting a Report Template

  1. Go to Report >> Report Templates.

  2. Click the Delete icon under the Actions column for the template.

../_images/LP_Report_RT_Delete.png

Deleting a Report Template

  1. To delete multiple Report Templates, select the respective templates. Click the More drop-down and choose Delete Selected Report Templates.

../_images/LP_Report_RT_DeleteSelected.png

Report Templates

  1. To delete all the Report Templates, click the More drop-down and choose Delete All Report Templates.

../_images/LP_Report_RT_DeleteAll.png
  1. A delete confirmation dialog box appears on the screen. Click Yes to proceed.


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