You can generate and save a report using a manual action.
Before you begin
- Save the task that you want to generate and export as a public task, with the query filters that you want
applied, and the report columns you want to include.
- Set the maximum number of report results that can be saved in PDF or Excel
format, and the destination folder from the Report Manager Properties
tab. For more information, see the Security
Center Administrator
Guide.
To generate and save a report using a system action:
-
In the notification tray, click Hot actions (
).
-
In the Hot actions dialog box,
click Manual action.
-
In the list of actions, click Export report.
-
From the Report drop-down list, select the saved public
task that you want to export.
-
From the File format
drop-down list, select PDF, Excel, or CSV.
-
(PDF only) From the Orientation drop-down list, select whether the PDF file should
be in portrait or landscape mode.
-
If you want to overwrite a report that was previously exported to the
destination folder, then select the Overwrite existing
file option.
-
Click OK.
The report is saved in the location you specified.
