hmLoadTopic({
hmKeywords:"create template,reports—new template",
hmTitle:"Create a new report template",
hmDescription:"Navigate to Reports and click Add Report Template.",
hmPrevLink:"reports.html",
hmNextLink:"run_report.html",
hmParentLink:"reports.html",
hmBreadCrumbs:"<a href=\"using.html\">Using ESET PROTECT On-Prem<\/a> &gt; <a href=\"working_with_era.html\">ESET PROTECT On-Prem Main Menu<\/a> &gt; <a href=\"reports.html\">Reports<\/a>",
hmTitlePath:"Using ESET PROTECT On-Prem > ESET PROTECT On-Prem Main Menu > Reports > Create a new report template",
hmHeader:"<h1 class=\"p_Heading1\"><span class=\"f_Heading1\">Create a new report template<\/span><\/h1>\n\r",
hmBody:"<p class=\"p_Normal\">Navigate to <span class=\"f_UI\"><a href=\"reports.html\" class=\"topiclink\">Reports<\/a><\/span> and click <span class=\"f_UI\">Add Report Template<\/span>.<\/p>\n\r<p class=\"p_Normal\"><img alt=\"New Report Template\" title=\"New Report Template\" width=\"900\" height=\"550\" style=\"margin:0;width:900px;height:550px;border:none\" src=\".\/images\/work_computers_new_report_template.png\"\/><\/p>\n\r<h2 class=\"p_Heading2\" style=\"page-break-after: avoid;\"><span class=\"f_Heading2\">Basic<\/span><\/h2>\n\r<p class=\"p_Normal\">Edit the Basic information about the Template. Type a <span class=\"f_UI\">Name<\/span>, <span class=\"f_UI\">Description<\/span> and <span class=\"f_UI\">Category<\/span>. You can only choose from pre-defined Categories. If you want to create a new category, use the <span class=\"f_UI\">Add Category<\/span> option (described in the <a href=\"reports.html\" class=\"topiclink\">previous chapter<\/a>). Click <span class=\"f_UI\">Select tags<\/span> to <a href=\"tags.html#assign_tags\" class=\"topiclink\">assign tags<\/a>.<\/p>\n\r<p class=\"p_Normal\"><img alt=\"Table settings for New Report Template\" title=\"Table settings for New Report Template\" width=\"900\" height=\"550\" style=\"margin:0;width:900px;height:550px;border:none\" src=\".\/images\/work_computers_new_report_chart01.png\"\/><\/p>\n\r<h2 class=\"p_Heading2\" style=\"page-break-after: avoid;\"><span class=\"f_Heading2\">Chart<\/span><\/h2>\n\r<p class=\"p_Normal\">In the <span class=\"f_UI\">Chart<\/span> section, select the <span class=\"f_UI\">Report<\/span> type. Either a <span class=\"f_UI\">Table<\/span>, where the information is sorted in rows and columns, or a <span class=\"f_UI\">Chart<\/span> that represents data using an X and Y axis.<\/p>\n\r<div style=\"text-align: left; text-indent: 0; padding: 0 0 0 0; margin: 0 0 10px 0;\"><table class=\"Table_note\" >\n\r<tr class=\"Table_note\">\n\r<td class=\"Table_note\" style=\"width:4px; background-color:#3DAAE1;\"><br \/>\n\r<\/td>\n\r<td class=\"Table_note\" style=\"width:20px;\"><p class=\"p_Normal\"><img alt=\"Note\" title=\"Note\" width=\"20\" height=\"20\" style=\"margin:2px 0 0 0;width:20px;height:20px;border:none\" src=\".\/images\/note.svg\"\/><\/p>\n\r<\/td>\n\r<td class=\"Table_note\"><p class=\"p_Normal\">The selected chart type will be displayed in the <span class=\"f_UI\">Preview<\/span> section. This way, you can see what the report will look like in real-time.<\/p>\n\r<\/td>\n\r<\/tr>\n\r<\/table>\n\r<\/div>\n\r<p class=\"p_Normal\">Selecting a <span class=\"f_UI\">Chart<\/span> gives you multiple options:<\/p>\n\r<p class=\"p_NormalList\" style=\"text-indent: 0; page-break-inside: avoid; page-break-after: avoid; padding-left: 13px; margin-left: 19px;\"><span class=\"f_NormalList\" style=\"font-family: Arial,\'Lucida Sans Unicode\',\'Lucida Grande\',\'Lucida Sans\';display:inline-block;width:13px;margin-left:-13px\">&#8226;<\/span><span class=\"f_UI\">Bar Chart<\/span><span class=\"f_NormalList\">—A chart with rectangular bars proportional to the values they represent.<\/span><\/p>\n\r<p class=\"p_NormalList\" style=\"text-indent: 0; page-break-inside: avoid; page-break-after: avoid; padding-left: 13px; margin-left: 19px;\"><span class=\"f_NormalList\" style=\"font-family: Arial,\'Lucida Sans Unicode\',\'Lucida Grande\',\'Lucida Sans\';display:inline-block;width:13px;margin-left:-13px\">&#8226;<\/span><span class=\"f_UI\">Dots Chart<\/span><span class=\"f_NormalList\">—In this chart, dots are used to display quantitative values (similar to a bar chart).<\/span><\/p>\n\r<p class=\"p_NormalList\" style=\"text-indent: 0; page-break-inside: avoid; page-break-after: avoid; padding-left: 13px; margin-left: 19px;\"><span class=\"f_NormalList\" style=\"font-family: Arial,\'Lucida Sans Unicode\',\'Lucida Grande\',\'Lucida Sans\';display:inline-block;width:13px;margin-left:-13px\">&#8226;<\/span><span class=\"f_UI\">Pie Chart<\/span><span class=\"f_NormalList\">—A pie chart is a circular chart divided into proportional sectors, representing values.<\/span><\/p>\n\r<p class=\"p_NormalList\" style=\"text-indent: 0; page-break-inside: avoid; page-break-after: avoid; padding-left: 13px; margin-left: 19px;\"><span class=\"f_NormalList\" style=\"font-family: Arial,\'Lucida Sans Unicode\',\'Lucida Grande\',\'Lucida Sans\';display:inline-block;width:13px;margin-left:-13px\">&#8226;<\/span><span class=\"f_UI\">Doughnut Chart<\/span><span class=\"f_NormalList\">—Similar to a pie chart, but the doughnut chart can contain multiple types of data.<\/span><\/p>\n\r<p class=\"p_NormalList\" style=\"text-indent: 0; page-break-inside: avoid; page-break-after: avoid; padding-left: 13px; margin-left: 19px;\"><span class=\"f_NormalList\" style=\"font-family: Arial,\'Lucida Sans Unicode\',\'Lucida Grande\',\'Lucida Sans\';display:inline-block;width:13px;margin-left:-13px\">&#8226;<\/span><span class=\"f_UI\">Line Chart<\/span><span class=\"f_NormalList\">—Displays information as a series of data points connected by straight line segments.<\/span><\/p>\n\r<p class=\"p_NormalList\" style=\"text-indent: 0; page-break-inside: avoid; page-break-after: avoid; padding-left: 13px; margin-left: 19px;\"><span class=\"f_NormalList\" style=\"font-family: Arial,\'Lucida Sans Unicode\',\'Lucida Grande\',\'Lucida Sans\';display:inline-block;width:13px;margin-left:-13px\">&#8226;<\/span><span class=\"f_UI\">Simple Line Chart<\/span><span class=\"f_NormalList\">—Displays information as a line based on values without visible data points.<\/span><\/p>\n\r<p class=\"p_NormalList\" style=\"text-indent: 0; page-break-inside: avoid; page-break-after: avoid; padding-left: 13px; margin-left: 19px;\"><span class=\"f_NormalList\" style=\"font-family: Arial,\'Lucida Sans Unicode\',\'Lucida Grande\',\'Lucida Sans\';display:inline-block;width:13px;margin-left:-13px\">&#8226;<\/span><span class=\"f_UI\">Stacked Line Chart<\/span><span class=\"f_NormalList\">—This chart type is used when you want to analyze data with different units of measure.<\/span><\/p>\n\r<p class=\"p_Normal\" style=\"text-indent: 0; padding-left: 32px; margin-left: 0;\"><span class=\"f_NormalList\" style=\"font-family: Arial,\'Lucida Sans Unicode\',\'Lucida Grande\',\'Lucida Sans\';display:inline-block;width:13px;margin-left:-13px\">&#8226;<\/span><span class=\"f_UI\">Stacked Bar Chart<\/span>—Similar to a simple bar chart, but there are multiple data types with different units of measure stacked in the bars.<\/p>\n\r<p class=\"p_Normal\">Optionally, you can type a title for the <span class=\"f_UI\">X<\/span> and <span class=\"f_UI\">Y<\/span> axis of the chart to make it easier to read the chart and recognize trends.<\/p>\n\r<p class=\"p_Normal\"><img alt=\"Chart preview for New Report Template\" title=\"Chart preview for New Report Template\" width=\"900\" height=\"550\" style=\"margin:0;width:900px;height:550px;border:none\" src=\".\/images\/work_computers_new_report_chart02.png\"\/><\/p>\n\r<h2 class=\"p_Heading2\" style=\"page-break-after: avoid;\"><span class=\"f_Heading2\">Data<\/span><\/h2>\n\r<p class=\"p_Normal\">In the <span class=\"f_UI\">Data<\/span> section, select the information you want to display:<\/p>\n\r<p class=\"p_NormalList\" style=\"text-indent: 0; page-break-inside: avoid; page-break-after: avoid; padding-left: 40px; margin-left: 19px;\"><span class=\"f_NormalList\" style=\"display:inline-block;width:20px;margin-left:-20px\">a.<\/span><span class=\"f_UI\">Table Columns<\/span><span class=\"f_NormalList\">: Information for the table is added automatically based on the selected report type. You can customize the <\/span><span class=\"f_UI\">Name<\/span><span class=\"f_NormalList\">, <\/span><span class=\"f_UI\">Label<\/span><span class=\"f_NormalList\"> and <\/span><span class=\"f_UI\">Format<\/span><span class=\"f_NormalList\"> (see below).<\/span><\/p>\n\r<p class=\"p_Normal\" style=\"text-indent: 0; padding-left: 59px; margin-left: 0;\"><span class=\"f_NormalList\" style=\"display:inline-block;width:20px;margin-left:-20px\">b.<\/span><span class=\"f_UI\">Chart Axes<\/span>: Select the data for the <span class=\"f_UI\">X<\/span> and the <span class=\"f_UI\">Y<\/span> axis. Clicking the <span class=\"f_UI\">Add Axis<\/span> opens a window with options. The choices available for the <span class=\"f_UI\">Y<\/span> axis always depend on the information selected for the <span class=\"f_UI\">X<\/span> axis and vice versa, because the chart displays their relation and the data must be compatible with the structure of the ESET PROTECT On-Prem database. Select the desired information and click <span class=\"f_UI\">OK<\/span>.<\/p>\n\r<h3 class=\"p_Heading3\" style=\"page-break-after: avoid;\"><span class=\"f_Heading3\">Format<\/span><\/h3>\n\r<p class=\"p_NormalList\" style=\"page-break-inside: avoid; page-break-after: avoid; margin: 0 0 0 0;\"><span class=\"f_NormalList\">Click the <\/span><img alt=\"Expand\" title=\"Expand\" width=\"16\" height=\"16\" style=\"margin:0;width:16px;height:16px;border:none\" src=\".\/images\/expand_normal.png\"\/><span class=\"f_NormalList\"> symbol in the <\/span><span class=\"f_UI\">Data<\/span><span class=\"f_NormalList\"> section to see extended formatting options. You can change the <\/span><span class=\"f_UI\">Format<\/span><span class=\"f_NormalList\"> in which the data is displayed. You can adjust formatting for <\/span><span class=\"f_UI\">Table Columns<\/span><span class=\"f_NormalList\"> and <\/span><span class=\"f_UI\">Chart Axes<\/span><span class=\"f_NormalList\">. Not all options are available for each data type.<\/span><\/p>\n\r<div style=\"text-align: left; text-indent: 0; page-break-inside: avoid; page-break-after: avoid; padding: 0 0 0 0; margin: 0 0 0 0;\"><table class=\"Table_small_no_header\" style=\"width:100%;\">\n\r<tr class=\"Table_small_no_header\">\n\r<td class=\"Table_small_no_header\" style=\"width:187px;\"><p class=\"p_NormalTableUI\" style=\"page-break-inside: avoid; page-break-after: avoid;\"><span class=\"f_NormalTableUI\">Format Column<\/span><\/p>\n\r<\/td>\n\r<td class=\"Table_small_no_header\" style=\"width:1110px;\"><p class=\"p_NormalTable\" style=\"page-break-inside: avoid; page-break-after: avoid;\"><span class=\"f_NormalTable\">Choose a column according to which the current column will be formatted. For example, when formatting <\/span><span class=\"f_UI\">Name<\/span><span class=\"f_NormalTable\"> column, choose <\/span><span class=\"f_UI\">Severity<\/span><span class=\"f_NormalTable\"> column to add severity icons next to the names.<\/span><\/p>\n\r<\/td>\n\r<\/tr>\n\r<tr class=\"Table_small_no_header\">\n\r<td class=\"Table_small_no_header\" style=\"width:187px; background-color:#F4F5F4;\"><p class=\"p_NormalTableUI\" style=\"page-break-inside: avoid; page-break-after: avoid;\"><span class=\"f_NormalTableUI\">Minimal Value<\/span><\/p>\n\r<\/td>\n\r<td class=\"Table_small_no_header\" style=\"width:1110px; background-color:#F4F5F4;\"><p class=\"p_NormalTable\" style=\"page-break-inside: avoid; page-break-after: avoid;\"><span class=\"f_NormalTable\">Set the minimal limit for the displayed values.<\/span><\/p>\n\r<\/td>\n\r<\/tr>\n\r<tr class=\"Table_small_no_header\">\n\r<td class=\"Table_small_no_header\" style=\"width:187px;\"><p class=\"p_NormalTableUI\" style=\"page-break-inside: avoid; page-break-after: avoid;\"><span class=\"f_NormalTableUI\">Maximal Value<\/span><\/p>\n\r<\/td>\n\r<td class=\"Table_small_no_header\" style=\"width:1110px;\"><p class=\"p_NormalTable\" style=\"page-break-inside: avoid; page-break-after: avoid;\"><span class=\"f_NormalTable\">Set the maximum limit for the displayed values.<\/span><\/p>\n\r<\/td>\n\r<\/tr>\n\r<tr class=\"Table_small_no_header\">\n\r<td class=\"Table_small_no_header\" style=\"width:187px; background-color:#F4F5F4;\"><p class=\"p_NormalTableUI\" style=\"page-break-inside: avoid; page-break-after: avoid;\"><span class=\"f_NormalTableUI\">Color<\/span><\/p>\n\r<\/td>\n\r<td class=\"Table_small_no_header\" style=\"width:1110px; background-color:#F4F5F4;\"><p class=\"p_NormalTable\" style=\"page-break-inside: avoid; page-break-after: avoid;\"><span class=\"f_NormalTable\">Choose the color scheme for the column. Color is adjusted according to the value of the column picked in the <\/span><span class=\"f_UI\">Format Column<\/span><span class=\"f_NormalTable\">.<\/span><\/p>\n\r<\/td>\n\r<\/tr>\n\r<tr class=\"Table_small_no_header\">\n\r<td class=\"Table_small_no_header\" style=\"width:187px;\"><p class=\"p_NormalTableUI\" style=\"page-break-inside: avoid; page-break-after: avoid;\"><span class=\"f_NormalTableUI\">Icons<\/span><\/p>\n\r<\/td>\n\r<td class=\"Table_small_no_header\" style=\"width:1110px;\"><p class=\"p_NormalTable\" style=\"page-break-inside: avoid; page-break-after: avoid;\"><img alt=\"OK\" title=\"OK\" width=\"16\" height=\"16\" style=\"margin:0;width:16px;height:16px;border:none\" src=\".\/images\/example.svg\"\/><img alt=\"Warning\" title=\"Warning\" width=\"16\" height=\"16\" style=\"margin:0;width:16px;height:16px;border:none\" src=\".\/images\/important.svg\"\/><img alt=\"Error\" title=\"Error\" width=\"16\" height=\"16\" style=\"margin:0;width:16px;height:16px;border:none\" src=\".\/images\/warning.svg\"\/><img alt=\"Information\" title=\"Information\" width=\"16\" height=\"16\" style=\"margin:0;width:16px;height:16px;border:none\" src=\".\/images\/note.svg\"\/><span class=\"f_NormalTable\"> Add icons to the formatted column according to the value of the <\/span><span class=\"f_UI\">Format Column<\/span><span class=\"f_NormalTable\">.<\/span><\/p>\n\r<\/td>\n\r<\/tr>\n\r<\/table>\n\r<\/div>\n\r<p class=\"p_NormalList\" style=\"page-break-inside: avoid; page-break-after: avoid;\"><span class=\"f_NormalList\">&nbsp;<\/span><\/p>\n\r<p class=\"p_Normal\">Click one of the arrows <img alt=\"Move down\" title=\"Move down\" width=\"16\" height=\"16\" style=\"margin:0;width:16px;height:16px;border:none\" src=\".\/images\/icon_apply_later_default.png\"\/> <img alt=\"Move up\" title=\"Move up\" width=\"16\" height=\"16\" style=\"margin:0;width:16px;height:16px;border:none\" src=\".\/images\/icon_apply_sooner_default.png\"\/> to change the order of the columns.<\/p>\n\r<h2 class=\"p_Heading2\" style=\"page-break-after: avoid;\"><span class=\"f_Heading2\">Sorting<\/span><\/h2>\n\r<p class=\"p_Normal\">If the data selected in the <span class=\"f_UI\">Data<\/span> section contains a sortable symbol, sorting is available. Click <span class=\"f_UI\">Add Sorting<\/span> to define the relationship between the selected data. Select the starting information (sorting value) and sorting method, either <span class=\"f_UI\">Ascending<\/span> or <span class=\"f_UI\">Descending<\/span>. This will define the outcome displayed in the chart. Click <span class=\"f_UI\">Up<\/span> or <span class=\"f_UI\">Down<\/span> to change the order of the sorting elements. Click the trash icon <img alt=\"Remove\" title=\"Remove\" width=\"16\" height=\"16\" style=\"margin:0;width:16px;height:16px;border:none\" src=\".\/images\/delete_default.png\"\/> to remove the element from the selection.<\/p>\n\r<h2 class=\"p_Heading2\" style=\"page-break-after: avoid;\"><span class=\"f_Heading2\">Filter<\/span><\/h2>\n\r<p class=\"p_Normal\">Define the filtering method. Click <span class=\"f_UI\">Add Filter<\/span> and select the filtering element from the list and its value. This defines what information will be displayed in the chart. Click the trash icon <img alt=\"Remove\" title=\"Remove\" width=\"16\" height=\"16\" style=\"margin:0;width:16px;height:16px;border:none\" src=\".\/images\/delete_default.png\"\/> to remove the element from the selection.<\/p>\n\r<h2 class=\"p_Heading2\" style=\"page-break-after: avoid;\"><span class=\"f_Heading2\">Summary<\/span><\/h2>\n\r<p class=\"p_Normal\">In the <span class=\"f_UI\">Summary<\/span>, review the selected options and information. Click <span class=\"f_UI\">Finish<\/span> to create a new <span class=\"f_UI\">report template<\/span>.<\/p>\n\r"
})
