Create a Report

Create reports that show all restrictions applied to users or accounts, or all of your restrictions or all of your lists. View reports on-screen in HTML format, or download to a .csv file.

To create a report

  1. From the more menu select Reports.

  2. Select the Report Type by clicking a button. Choose from Accounts, Users, Restrictions, and Lists.

  3. Elect to download the report to .csv, or to view the report on-screen in HTML format.

  4. Report Types

    • Accounts - The Accounts report shows all selected data for each selected account. Click Accounts as the Report Type, and check or uncheck fields to include or exclude them from the report. Next, select one or more accounts to include, and choose to either download the report data to a .csv file, or Create Report to view the html version on-screen. You can save the created report as an html file.

    • Users - The Users report shows all selected data for each selected user. Click Users as the Report Type, and check or uncheck fields to include or exclude them from the report. Next, select one or more users to include, and choose to either download the report data to a .csv file, or Create Report to view the html version on-screen. You can save the created report as an html file.

    • Restrictions - The Restrictions report shows you all of your current restrictions, including the restriction name, message, allow/restrict setting, rule match criteria, and included rules. It also shows lists that have been used in any restrictions. To see

      • Click Restrictions as the Report Type, and check or uncheck fields to include or exclude them from the report. Next, choose to either download the report data to a .csv file, or Create Report to view the html version on-screen. You can save the created report as an html file.

    • Lists - The Lists report shows you all of your current lists that you use in restrictions.

      • Click Lists as the Report Type, and check or uncheck fields to include or exclude them from the report. Next, choose to either download the report data to a .csv file, or Create Report to view the html version on-screen. You can save the created report as an html file.