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    Exercise 13: Create an Event Report from Scratch
    • 27 Jun 2024
    • 1 Minute to read
    • PDF
    Contents

    Exercise 13: Create an Event Report from Scratch

    • Updated on 27 Jun 2024
    • 1 Minute to read
    • PDF
    Article summary

    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
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    • Click Apply

    • Click Configure

    • Edit the Report name to something specific like "Creation Events in last 7 Days"

    • Update the Report Description

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    • 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

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    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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