How to Create a One-Time Report

How to Create a One-Time Report

To create a one-time use report, navigate to the Reports screen and select Create Report in the top-right of the Reports screen.

Step 1: Build the Report

  1. Select One-Time Report
  2. Name the report. Report names must be unique.
  3. Click Next
  1. Select the Environment(s)for which you would like to create the report. This will default to "All Environments."

Individual Environments can be selected using the pulldown or through the search icon. Multiple Environments can also be selected.

  1. Select the inspection date to be used for the report. This will default to the "Latest Inspection."

Click Change > Specific Date to pick a specific inspection date.

  • If a specific date is selected, you can also specify a date range in the event that Metrics are not available for the date selected. If a range is selected, the report will display data from the most recent date, within the range specified, that has available Metrics. You can also elect to exclude systems with no data.
  • When you are satisfied with the date, click Select.

Step 2: Select Data

For each Metric Table, you will select the Metrics you would like to report on for ONE Inspector. Use multiple Metric tables to create a cross-System report.

  1. Title the table. Each Metric table contains Metrics for ONE Inspector.
  2. Select an Inspector that contains the Metrics you would like to include in the table
  3. Select the Systems that should be included in the report. The Systems displayed are based on the Environments selected above. This field will default to "All Systems." Multiple individual systems can be selected using the pulldown or through the search icon.
  4. Select the Metric(s) that you would like to include in the report.
  5. If desired, add an additional table(s) for the report by clicking the + Metric Table button and repeat Step 2.

Step 3: Generate the Report and Add Schedule

  1. When you are finished building the report, click the blue Next Step button in the top right of the screen.
  2. You will be prompted to select a report Output
  • Selecting the checkbox for "All Environments in one report" will generate ONE report with ALL selected Environments
  • Selecting the checkbox for "Separate reports per Environment" will generate a DIFFERENT report for EACH Environment selected in the Reports builder. Each of these reports will be delivered in a ZIP file.
  • Selecting both checkboxes will generate both a consolidated report and a report for each individual Environment (delivered in a ZIP file)
  1. If desired, you can also select Add Schedule to schedule the Report. Complete the fields based on your desired schedule.
  • Your report will generate based on the schedule selected.
  • Once generated, the report will automatically appear in your Liongard instance under the Reports tab.
  • Scheduled reports will be named using the original report name followed by the date the report was generated.
  • Optional: Expand the Add Recipients panel to enter an email address(es). All entered emails will be sent a notification when the report has been generated and is ready to be viewed in Liongard. Click the Generate this report now button to run the report immediately.
  1. Select "Finish" in the top right corner of the screen. A notification will appear confirming that your report is created, and you can then choose a delivery method:
  • "Download as Excel" will allow you to download your new report directly from Liongard as an Excel spreadsheet.
  • "Send by Email" will allow you to email a link to the report. This link will allow whoever is sent the link to access the report in Liongard. You can also add a message to the body of the email.
  • "Copy Link to Share" will copy a link to the report in Liongard to your clipboard.
  1. Once the report is generated, you can access the report in the Reports tab.

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Using the Reports Download Button

When a Report is downloaded as an Excel spreadsheet, any filters that you have applied to the Liongard table will not be applied to the spreadsheet. Liongard is currently working on adding this functionality to the Reports feature and this document will be updated accordingly.

  1. Select "Finish" in the top right corner of the screen. A notification will appear confirming that your report is created, and you can then choose a delivery method:

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