For a full list of types of report you can create, see Report Types.
- Select Reports from the left Navigation panel.
- At the bottom of the list, click Create New Report:
- In Step 1 - Select Report Category, select from the following (see Report Types for a description of report categories and types available):
All reports created for the selected organization are listed.
- Security and Data Breach Reports
If you selected the License report category, Step 2 is skipped and you are taken straight to Step 3.
Step 3 - Select Report Options is displayed. Choose your report name, any email recipients of the report and any automatic scheduling of the report.
To attach the CSV file to the emailed report, select the Attach CSV to emailed report option.
If you want the system to automatically generate a shared URL for the report, select the Automatically Generate Shared URL for Report option.
You can now run and view your report. See Run Report.