Templates
Last updated
Last updated
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
Click Templates on the Home Screen
Click on the Triangle sign of the appropriate template to run the report.
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.
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
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
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
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.
