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Delegate Dashboard

Reports

You can create Web Activity reports that generate daily, weekly, and monthly. These reports include the following information:

  • Filters used to generate the report

  • Report time

  • Allowed, blocked, and sites that required a warning for each organizational unit

  • Breakdown of each category, including most visited URLs

  • Most active users and the number of hits for each

  • Most blocked users and the number of hits for each

Reports that you create are saved in the system and include the following information:

  • The filters used to generate the report.

  • Date and time range that the report covers.

  • The web activity for each organizational unit covered by the report.

  • A category breakdown of all websites visited or attempted.

  • The most visited URLs in each category

  • The users who were the most active during the report date range.

  • The users who were blocked the most times during the report date range.

You can create as many reports as you need.

To create a report

  1. Click Reports from the Main Menu and then click Reports from its sub-menu. The Reports screen appears.

  2. Click Create New Report +. The New Report window opens.

    Create New Report Window
  3. Type the name of the report in the Report Name text box.

  4. Select how often the report should run from the Report Interval drop-down list. The options are Daily, Weekly, and Monthly.

  5. Select a filter to apply to the report from the Filter drop-down list.

  6. Type an individual’s email address to which to send a copy of the report in the Enter email address text box.

  7. Click Add + to add the email address. The email address appears to the right.

  8. Click Save to add the report. The new report appears in the list in the New Report window. The interval and the filter also appear.

You can add as many recipients to a report as you need.

To add a recipient to a report

  1. Click Reports from the Main Menu and then click Reports from its sub-menu. The Reports screen appears.

    Reports Screen
  2. Click the name of the report to which you want to add a recipient. The edit report window opens.

    Create New Report Window
  3. Type an individual’s email address to which to send a copy of the report in the Enter email address text box.

  4. Click Add + to add the email address. The email address appears to the right.

  5. Click Save to add the report. The new report appears in the list in the New Report window. The interval and the filter also appear.

You remove recipients from a report when they no longer need to receive a copy.

To remove a recipient from a report

  1. Click Reports from the Main Menu and then click Reports from its sub-menu. The Reports screen appears.

    Reports Screen
  2. Click the name of the report from which you want to remove a recipient. The edit report window opens.

    Reports Screen Edit
  3. Locate the recipient who you want to remove and click the Remove link to the right. There is no confirmation prompt; the recipient is immediately removed from the list.

  4. Click Save to update the report.

You can review a saved report.

To view a saved report

  1. Click Reports from the Main Menu. and then click Saved Reports from its sub-menu. The Reports screen appears. All of the reports that have been generated and sent out by the system appear here.

    Saved Reports Screen
  2. Click the report name to view details about the report. Details include the date and time the report was run.

    Saved Reports Screen Details
  3. Click the report name to view the PDF. The PDF opens in a separate window. Click Sample Report to see an example of a report.

You can delete reports when you no longer need them.

To delete a report

  1. Click Reports from the Main Menu and then click Reports from its sub-menu. The Reports screen appears.

    Reports Screen
  2. Click the name of the report that you want to delete. The edit report window opens.

    Reports Screen Edit
  3. Click Delete Report in the top right corner of the window. There is no confirmation prompt; the report is immediately removed from the list.