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M86 S
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105
V. Create a custom user group and generate reports
In addition to running reports for various custom category groups, you might want
to create one or more custom user groups and run reports for these user groups.
NOTE
: In order to generate reports for a custom user group, the user group must be
created a day in advance, since the list of users is updated each day automatically based
on group definitions and latest usage data.
Step A: Create a custom user group
1. To create a user group, choose Settings from the top panel.
2. Select User Groupings.
3. In the Group Information frame, type in the name of the user group and then
click
Add
.
4. In the Group Definitions frame, select the
Group Name
from the list.
5. Click
Add To Group
to open the pop-up window.
6. For this example, in the
Please enter a filter
field of the Individual Adds/
Removes frame, make a wildcard entry by typing in the
%
(percent) symbol
followed by the username, and then clicking
Apply Filter
for results.
7. Select the user(s) from the results list box, and then click
Add to Individuals
to
include the user(s) in the Group Definitions list box for the user group.
In the WFR User Guide index, see:
• How to: add a user group in the Web Client
Step B: Generate a report for a custom user group
Once the custom user group is recognized by the ER (on the following day),
reports can be generated.
Summary Report
There are two ways to generate a summary report for a custom user group. You
can use the Custom Report Wizard option (from Custom Reports), or you can use
the Single User Group Drill Down Report option (from Drill Down Reports).
•
Custom Report Wizard
- To use this option, choose Custom Reports from the
top panel, select Custom Report Wizard, and then specify
Summary Report
.
Click the
Next
button, choose the sort
Type
for the results (Categories, IPs,
Users, or Sites), select the User Group name, and then click the
View Drill
Down Results
button to generate the report.
•
Single User Group Drill Down Report
- To use this option, choose Drill Down
Reports from the top panel, select Single User Group, and then specify Single
User Group Report criteria for the
User Group
you select from the menu. Click
Apply
to generate the report.
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