Exercise 13: Create an Event Report from Scratch
- 27 Jun 2024
- 1 Minute to read
- PDF
Exercise 13: Create an Event Report from Scratch
- Updated on 27 Jun 2024
- 1 Minute to read
- PDF
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Learning Goals
- How do I create a new report?
- What information does an event history report have?
- How do I add filters to a report?
- How do I add columns to a report?
- How do I manage access to reports?
- How do I create a subscription on a report?
Step 1 - Create an Event History Report
Go to Reports Section in the top banner
Click on the Standard Dataset: Event History
Click Create New Report
Click Edit Filters
Add a filter on Date is in the Last X Days = 7
Add another filter on Event Name is Test Created, Template Test Created, Folder Created, Job Created
Click Apply
Click Configure
Edit the Report name to something specific like "Creation Events in last 7 Days"
Update the Report Description
- Update
- Save
Step 2 - Grant Specific Access
- Click Configure
- Uncheck All Users view rights
- Add a user you would like to share this report with
- Grant them edit rights to the report
- Update
- Save
Step 3 - Set up a Subscription for a Weekly Email
- Go to the subscriptions tab
- Click New
- Name the Subscription "Weekly new Creations"
- Add your team to the recipients
- Set Send Email to Weekly
- Select the day of the week you would like it to send
- Select the time on that day
- Check the box, "Don't send if report is empty"
- Give the Email a subject like "Weekly New Created Items in Validatar"
- Add Subscription
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