To simplify having a report generated and saved to a file location, you can create a
manual action.
Before you begin
Save the task that you want to generate and export as a
public task. It should include the query filters that you want
applied, and the report columns you want to include. For more information, see
Saving tasks in Security Center.
What you should know
- The settings for action-generated reports must be configured on the
Properties page of the Report Manager role. This
includes the maximum number of results that can be saved and the destination
folder for saved reports. For more information, see Report Manager configuration tabs.
- There’s no limit for CSV format. For more information, see About the maximum number of report results.
- You need the Single user print/export privilege to perform this
operation.
Procedure
-
In the notification tray, click Hot actions (
).
-
In the Hot actions dialog box, click Manual
action.
-
In the Configure an action dialog box, click the
Action list and select Export
report.
-
From the Report list, select the report that was saved
as a public task.
-
From the What to export options, select
Data.
-
From the Data list, select Excel, CSV, or
PDF.
-
To export charts with your data, select the Charts
option.
When you export charts alongside CSV data, it respects the maximum number of
report results set in the Performance section of the
Options dialog box in Security Center.
-
(PDF only) From the Orientation list, select
Portrait or Landscape.
-
(Optional) To overwrite a report that was previously exported to the
destination folder, select the Overwrite existing file
option.
-
Click OK.
Results
The report is saved in the location that you specified.