Manage custom reports

Once you create a custom report, you can return to the Custom Reports page to review and update the report at any time.

Open a report

To view a specific report:

1. Navigate to Sightline Cyberfraud Defense > Explore > Reports > Custom Reports.
2. Click on the report you want to view.

The report displays relevant data for your applied filters. See Update report data to learn how you can filter your view.

Update report data

There are two ways to update data:

1. Time range: Filter data by different periods of time.
2. Report setup: Update your displayed columns and data sources.

Time range

You can filter your report data by time range. To update your time range:

1. From an open report, click the currently applied time range and choose your preferred one from the dropdown menu.

2. Click View report.

Report setup

You can change your report’s setup at any time. This lets you add or remove data sources or columns as well as update the data to sort the report by. To update your setup:

1. From an open report, click Open report editor.
2. Update your Report Data Source, Report data, or Report Structure as needed.
3. Click Save changes.

Delete a report

You can delete a report if you no longer need it. This action is permanent and can’t be undone.

1. Navigate to Sightline Cyberfraud Defense > Explore > Reports > Custom Reports.
2. Hover over a report, then click the menu.
3. Click Delete report.
4. Click Delete to confirm you want to delete the report.