Generating Reports on Demand

The Reports module allows you to create, run, and manage reports based on audit log data collected by LT Auditor ^MP. Reports differ from views in that they produce structured, static snapshots of audit data that can be exported, emailed, and retained as compliance documentation. Reports can be run on demand at any time or scheduled to generate and deliver automatically.

---

Accessing the Reports module:

1. In the main navigation menu, click Report
2. You will see the following tabs:
   • All Reports — every report you have access to
   • My Reports — reports you created
   • System Reports — pre-configured reports included with LT Auditor ^MP
   • Shared Reports — reports created and shared by other users

---

Creating a new report:

1. Click Create Report
2. Configure the basic report information:
   • Report Name — a clear, descriptive name
   • Description — a summary of the report’s purpose and content
   • Environment — the monitored environment to report on
   • Category — the log category to include
   • Report Type — Standard, Summary, or Detailed
3. Navigate to the Columns tab and select which fields to include:
   • Drag columns to reorder them
   • Set column widths
   • Configure sorting (ascending or descending)
4. Navigate to the Operations tab and select which event types to include using the checkbox tree
5. Configure the date range filter:
   • Fixed Range — specific start and end dates
   • Relative Range — Last 7 Days, Last 30 Days, Last 90 Days, etc.
   • Custom Range — dynamic ranges such as Previous Month or Current Quarter
6. Optionally configure grouping and aggregation under the Grouping tab:
   • Select fields to group by (e.g., User, Date, Operation)
   • Configure aggregations such as Count, Sum, Average, Min, or Max
   • Choose a display format — table, chart, or both
7. Click Save

---

Running a report on demand:

1. Open the report from the reports list
2. Select the date range for this run if not already set
3. Click Generate Report
4. Wait for generation to complete — a progress indicator will display for larger reports
5. Download the report in your preferred format:
   • CSV — for use in Excel or data analysis tools
   • Excel — native Excel format with formatting applied
   • PDF — formatted document suitable for auditor submission or printing

---

Viewing report history:

Every time a report is generated, the result is saved so you can retrieve it later without regenerating.

1. Open the report
2. Click View History
3. Browse past report runs, each showing:
   • Generation date and time
   • Date range covered
   • Number of records included
   • Whether it was generated manually or by a scheduled job
4. Click any historical entry to download that report file

---

Scheduling reports for automatic delivery:

1. Open the report configuration
2. Navigate to the Schedule tab
3. Click Add Schedule
4. Configure the schedule:
   • Frequency — Daily, Weekly, Monthly, Quarterly, or Yearly
   • Day and Time — when the report should generate
   • Time Zone — the timezone for schedule execution
   • Date Range — what time period each scheduled run should cover
5. Configure delivery options:
   • Email Recipients — the addresses to send the report to
   • Format — CSV, Excel, or PDF
   • Subject Line — the email subject template
   • Message — optional body text for the delivery email
6. Click Save

Avoid scheduling many reports to run at exactly the same time. Staggering report schedules helps maintain system performance.

---

Sharing reports:

1. Open the report
2. Click Share
3. Choose who to share with:
   • Specific Users — select individual users from the list
   • Roles — share with all users assigned to a specific role
   • Public — available to all users (if permitted by your administrator)
4. Set the permission level:
   • View Only — users can view and generate the report but cannot modify it
   • Edit — users can modify the report configuration
5. Click Save

---

Using report templates:

Templates save a report configuration so it can be reused as the starting point for new reports.

Saving a report as a template:

1. Configure a report with the desired filters, columns, and settings
2. Click Save as Template
3. Provide a template name, description, and category
4. Set visibility to Private or Shared
5. Click Save

Creating a report from a template:

1. Click New Report from Template
2. Select a template from the list
3. Customize as needed for this specific report
4. Click Save

---

Duplicating reports:

To create a similar report quickly without starting from scratch:

1. Select the report to duplicate from the reports list
2. Click Duplicate
3. Modify the name and any settings as needed
4. Click Save

---

Marking reports as favorites:

1. Locate the report in the reports list
2. Click the Star icon to add it to your favorites
3. Access your favorite reports quickly from the Favorites tab

---

Best practices:

• Test new reports with a small date range before scheduling them for regular delivery
• Use descriptive names and descriptions, especially for shared reports, so other users understand the purpose without needing to open the configuration
• Use report templates for recurring report types to save setup time
• Review and clean up obsolete reports periodically to keep the reports list manageable
• For very large datasets, use grouping and aggregation to produce summary reports rather than full detail exports
• Retain compliance reports according to your organization’s regulatory requirements

[Your administrator should set up a standard library of reports for common compliance frameworks and share them with the relevant team members so everyone is working from the same baseline.]