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Schedule Advanced Search Reports

Updated

This article is for IT Support and Reporting staff.

Advanced Search automatically compiles data from your Linewize Filter into reports called Advanced Search reports.

Types of Advanced Search reports:

You can schedule these reports to be sent on a recurring basis by email or to a secure file server using Secure File Transfer Protocol (SFTP).

Before you start

If you are using Secure File Transfer Protocol (SFTP), you will need:

  • The server address
  • The login credentials for an account with access to save files.
  • The server’s preferred key exchange algorithm, if your server uses a key-exchange protocol.

Create a new scheduled report

    1. Sign in to Linewize Filter with your Owner/Global Administrator or Filtering/Reporting Administrator account.
    2. Under Reports, select the report you want to check.
    3. Select Dashboard actions (the three dots at the top right of the page), then select Schedule Delivery in the dropdown menu.
    4. If you have existing reports, Select New Report on the Schedules window. Otherwise, the create new report window will appear. 
    5. In the Schedule Name section, enter a descriptive name for your report.
    6. Select the Recurrence of your report and the Time you want the report to be sent.
    7. Select the Destination, either:
      • Email: In the Email Address section, type a recipient's email address, then press the enter key. If needed, repeat this step for multiple recipients.
      • SFTP:
          1. Enter your SFTP server address in the Address section with the leading “sftp://”. 
          2. Enter the Username and Password for the account with access to send files to the server. 

        Tip

        You can use the Test now button to send the current report to the recipient's Email address or SFTP Destination.
    8. Select the Format from:
      1. CSV zip file: Raw data without graphs in a text format you can import into a spreadsheet application.
      2. PDF: Graphs and tables in a multiple-page printable format (you can specify paper orientation and size).
      3. PNG: Graphs and tables captured in a single, long image (with no page breaks).
    9. Select Save.

Additional Scheduled report options

You can further customize a scheduled report by changing the Advanced options to fit your recipient’s needs. You can set Advanced options for:

  • New reports during the creation process
  • Existing reports by selecting More Options (three vertical dots) next to the report.

You can also duplicate or delete existing reports in the More Options menu.

Filters 

The Filters tab allows you to edit the Advanced Search fields for your scheduled report. The filter options vary for each report. For example, you can add a Group filter or change the preset date range in a saved scheduled report.

Advanced options

You can use advanced options to make the display or layout of the scheduled report more useful to your recipient. Advanced options will vary depending on your report format. You can use the following table to choose the best options for the data in your report and send a test report to ensure all text and images are readable.

Advanced Option CSV zip file PDF PNG Visualization
Custom Message
Allows you to add a text explanation in the email with the attached scheduled report.		 Yes Yes Yes
Include links
Converts web addresses and email addresses in the data into hyperlinks.		 Yes Yes Yes
Results

Choose either:

  • With visualizations options applied: keep the custom labels and formatting
  • As displayed in the data table: get the original data labels and data formats.
 Yes No No
Values

Choose either:

  • Formatted: see leading or trailing characters and calculated values such as GB instead of bytes.
  • Unformatted (no rounding): get the data in the raw format stored in Linewize Filter.
 Yes No No
Expand table to show all rows 

Breaks long tables across multiple pages, scaling down the table width and font size to fit all columns.

If your data has more than 10 columns, the text may be hard to read in a PDF. Use the CSV zip file format instead.

 No Yes No
Arrange dashboard tiles in a single column

Displays charts or tables one after the other instead of tiles side-by-side. This layout makes the charts and text larger and easier to read.		 No Yes Yes
Paper size and orientation 

Switch paper sizes between portrait or landscape.		 No Yes No
Delivery timezone 

Changes the hours displayed in the report to a different timezone.		 Yes Yes Yes