Modify Recording Report Settings

You must have the default Administrator or Supervisor role or a custom role that includes the Reports > Recording Reports > Full Control permission to modify Recording Reports.

Built-In Recording Reports can be modified with other settings and filters data to capture and collect more specific data. Also, if the report should not come out as desired while viewing it, settings and filters can be tweaked to adjust the data and how the report will display that.

• Users can make changes to an existing (built-in or custom) evaluation report's settings and filters, run it with the changes and not save it. This preserves the original report.
• Users can make changes to an existing (built-in or custom) evaluation report's settings and filters, run it with the changes and save the report with the changes as a new different report. This preserves the original report.
• Users can copy an existing report (built-in or custom), make changes to an existing (built-in or custom) evaluation report's settings and filters, run it with the changes and save the report with the changes as a new different report. This preserves the original report.
• Users cannot change built-in evaluation reports. These can be temporarily changed, run and closed, not saved.

Modify a Report

1. From the Reports > Design tab and double-click on or select and highlight one of the built-in or custom Recording reports in the Reportslist.
2. The Run/Modify Recording Report pop-up window on the Report Settings tab. Most of the data to run the selected report will already be filled in here.
3. Make modifications to the following tabs using these links:
   • Recording Report Settings Tab: General report setup, timing and graphing settings.
   • Evaluation Report Recurrence Tab: If creating an automatic recurring report, use the Recurrence tab to setup an emailed notification and schedule.
   • Recording Reports Misc Tab Used to make settings for dates, times, remarks, durations, days of the week and flags.
   • Recording Reports Groups tab Used to select playback groups for reports.
   • Recording Reports Users Tab Used to select users for reports.
   • Recording Report Resources Tab Used to select resources for reports.
4. When all modifications are complete, click Run to process and display the report without saving it. This gives the user the opportunity to see if the report results are suitable or if more tweaking or modifications are needed to set the report as desired.
5. The results of the report will be displayed for the user as a new tab with the report's name. At this time, the modified report has not been saved. If the report results did not come out as planned, make additional changes to the settings and filters.
6. Click Run after any modifications are made to process and display the report to make sure it meets the desired needs.
7. When the desired report results appear, the user can choose to:
   • Distribute the report results via email. Email Recording Report Results
   • Export the report results to a file. Export Recording Report Results
   • Print the report results. Print Recording Report Results
   • Modify the report settings again, if needed.
   • Refresh the report or run the report again.
8.  When the report configurations are set and the results meet the need, do one of the following:
   • Click Save As and enter a new report name in the Save As text box. This creates a new report. The new, modified report will appear in the Reports list.
   • Click Close to exit the reporting process without saving anything.