Templates

What are Templates?

• Templates offers a quick way to generate any report by predefined settings.

• They can be run directly from the list of templates found in Home Screen

How to Run Templates?

• Click Templates on the Home Screen

• Click on the Triangle sign of the appropriate template to run the report.

How to Create a Template?

• Templates can be created either during the generation of any report,

• or by clicking the Plus icon in the list of templates and entering the path manually.

Create a Template during Generating a Report

• During the creation of a Permissions Report you need to select this checkbox to save the settings to re-use them in future

• During the creation of a User Permissions Report you need to select this checkbox to save the settings to re-use them in future

• After selecting this checkbox you need to give the template a name

• Clicking on OK will bring you back to the appropriate report wizard.

• Once the report was generated you’ll find the appropriate Template in the list of templates

Create a Template from the Scratch

• If you don’t want to run through the report wizard, you can click the Plus sign in the list of templates to create a new template manually

• This will show you an empty box.

• First define the type of the report by clicking any radio button.

• Then enter the name of the report,

• followed by the path (either via mapped drive or unc path) of the folder to be analyzed.

• For Owner Reports and User Permission Reports you’ll need to enter the AD user (SamAccountName) in a further field.

• Click on OK to save the new template

How to Edit Templates?

• Your templates can be edited any time.

• Just click on the Pencil icon of the appropriate template to edit its details

• Change the name, the path, or the user of your template and click on OK to save your changes.

• Important: You can not change the type of the report

How to Delete Templates

• You can delete any template you no longer need with just one click.

• You can either delete one template by clicking the Cross sign in the row of appropriate template’s row

• or you can delete multiple templates by selecting them and click the larger Cross sign at the top of the list

• You’ve got asked if you’re sure to delete them. Click OK button to finally remote them.