Generating and saving reports - Security Center 5.12

Security Center User Guide 5.12

Product
Security Center
Content type
Guides > User guides
Version
5.12
ft:locale
en-US
Last updated
2025-01-28

Instead of waiting for a report to generate and then exporting the results, you can generate a report and save it to a file location directly.

What you should know

  • Only two thirds of the reports support the Generate and save report command. For those that do, you can obtain an unlimited number of results when saving in the CSV format.
  • If your report does not support this command, you can generate and save the report using a manual action.

Procedure

  1. Open an existing reporting task, or create a new one.
  2. In the Filters tab, use the query filters to create a customized search.
    NOTE: Some of the filters have a Select all button. This button does not appear if there are more than 500 entities to select from. For example, if you have a list of 1500 cardholders. Queries with over 500 entities take longer to generate.
  3. Right-click a column heading in the report pane, and click Select columns ().
  4. Select which columns to include in the saved report, and click Save.
  5. (Optional) To configure a custom sort order for the results using multiple columns as the sorting criteria, right-click a column heading in the report pane and select Sort by.
  6. Click the drop-down arrow next to Generate report and click Generate and save report.
    NOTE: If you do not have the Single user print/export privilege, the Authorization window opens. From here, a second user who does have that privilege must enter their credentials to authorize the export.
  7. In the dialog box, set the following options:
    File format
    Select the file format. Only CSV and Excel are supported. With the Excel format, you are limited to 1 million results if the report does not contain images, and 10,000 results if it does.
    Destination file
    Select the file name.
    Attached files folder
    (CSV format only) Specify where the attached files, such as cardholder pictures or license plate images, are saved.
    Orientation
    (PDF format only) Select either Portrait or Landscape.
  8. Click Export.

Results

The report is saved in the location that you specified.