Custom Reports › Set Up Custom Reports › Define Custom Report Periods and Schedules › Specify a Reporting Period for Custom Reports

Specify a Reporting Period for Custom Reports

The Custom Report Wizard provides a Specify Schedule page that defines the report time period. For a manually generated report, you can simply select a time period, resolution, and optional time filter. If you want to generate the report automatically at scheduled intervals, you can also use the Schedule option.

Follow these steps:

1. Select Custom Reporting from the NFA console menu if the Custom Reporting page is not already open.
2. Put the report in editable mode: Click the name of the report. If the report has been run previously, it runs again. In this case, click Edit in the Report Settings section at the top of the report page.

   The Report Definition Summary page opens, which contains links to the Custom Report wizard pages.

3. Click Reporting Period to open the Specify Schedule page of the Custom Report wizard.

   Note: Custom Reports always display data using the Greenwich Mean Time (GMT) time zone. If a user has set the time to a specific time zone, the reports display the data using GMT.

4. Select the type of reporting period from the Period list on the Specify Schedule page:
   • Duration: Include data from the block of time that immediately precedes the report runtime. Enter a number of days, weeks, months, or years.

     You can set up a schedule for a duration report or you can run the report on demand. To run a scheduled report on demand, you can make a copy of the report and can disable the schedule in the copy.

   • Start and end: Include data from a specific, nonrecurring timespan. Use the calendars to specify a Start date and End date or select hour and time values from the lists.

     Hour values are expressed in 24-hour format.

     A start-and-end report runs on demand. You cannot set up a schedule for a start-and-end report.

5. Set the resolution (granularity for data collection) on the Specify Schedule page: Accept the default setting or enter the number of time units in the Resolution box. Select a unit of time from the list (minutes, hours, days, weeks, months, or years).

   The default resolution varies depending on the length of the reporting period. For example, if you specify a duration of one month for the period, the default resolution is 8 hours. If you specify a duration of one day, the default resolution is 15 minutes.

6. (Optional) Select a time filter from the list on the Specify Schedule page, if your Administrator has created an appropriate time filter.
7. Click Save Changes.

   Your changes are saved and you return to the Report Definition Summary.

8. (Optional) Return to the report list by clicking one of these buttons:
   • Return to Listing: Return to the Custom Reporting page without queuing the report to run.
   • Queue Report: Queue the report to run and return to the Custom Reporting page.