Configure reports
Reports and report templates can be created, edited, cloned, and deleted. You can also import and export report templates. New content can be added to and organized on a template, including: new sections, three levels of headings, text boxes, images, charts, and line and page breaks.
| You cannot delete the default reports. You can clone, edit, import, export, cut & paste these default reports. |
To create a new report template:
1. Go to the Reports tab and right-click on Reports in the tree menu.
2. In the right-click menu, under the Report heading, select Create New.
3. In the Create Report page, enter a name for the report, configure report settings, schedule, filters, advanced settings, and select Apply.
4. Select the Template button to edit the report layout, add images and charts.
5. Select the save icon in the toolbar to save the new report template.
6. Select the return icon in the toolbar to return to the Edit Report page.
To clone a report template:
1. Go to the Reports tab and right-click on the report you would like to clone in the tree menu.
2. In the right-click menu, under the Report heading, select Clone.
3. In the Clone Report Template dialog box, enter a name for the new template, and select OK.
A new template with the same information as the original template is created with the given name.
To export a report template:
1. Go to the Reports tab and right-click on the report you would like to export in the tree menu.
2. In the right-click menu, under the Report heading, select Export.
3. In the pop-up dialog box, select to save the file (.dat) to your management computer, and select OK. You can then import the report template to another FortiManager device.
To import a report template:
1. Go to the Reports tab and right-click on Reports.
2. In the right-click menu, under the Report heading, select Import.
3. In the Import Report Template dialog box, select Browse and locate the report template (.dat) file on your management computer, and select OK. The report template will be loaded into FortiManager.
To create a new report template folder:
1. Go to the Reports tab and right-click on Reports in the tree menu.
2. In the right-click menu, under the Folder heading, select Create New.
3. In the Create New Folder dialog box, enter a name for the folder, and select OK.
A new template folder is created with the given name.
To move a report to a report template folder:
1. Go to the Reports tab and right-click the report template that you want to move.
2. In the right-click menu, under the Report heading, select Cut.
3. Right-click the report template folder and select Paste in the right-click menu. The report template will be moved to the folder.
To delete a report template or report template folder:
1. Go to the Reports tab and right-click on the report template or report template folder that you would like to delete in the tree menu.
2. In the right-click menu select Delete.
3. In the confirmation dialog box, select OK to delete the report template or folder.