In this article:

• Objective

• Prerequisites

• Steps to follow

• Validation and confirmation

• Tips

• Related topics and articles

 Objective 

To create a custom report in ADAudit Plus that displays specific audit data tailored to your organization’s requirements, enabling focused monitoring, analysis, and compliance reporting.

 Prerequisites 

• You must have administrative access or a technician role with permissions to create and manage reports in ADAudit Plus.

• Ensure that auditing is enabled and data collection is configured for the event types you want to include in the custom report.

• The ADAudit Plus server should have sufficient data retention configured so historical data is available for the report.

 Step to follow 

1. Log in to the ADAudit Plus web console as an administrator or with a technician account with delegated permissions to create or modify a custom report.

2. Go to Analytics, select Custom Report, and click Create Custom Report.

3. Enter an appropriate name along with a relevant description.

4. Select the desired report type based on your requirements.

• Tabular View: Displays data in a simple table format (graph is optional).

• Graphical View: Presents data using various chart types for visual analysis.

• Summary View: Shows grouped data with subtotals for easier interpretation.

• Pivot View: Summarizes data in a grid format with both horizontal and vertical.

5. Under Select Report Category, choose the required category, then select the appropriate Sub Module(s) as needed.

6. Click Next.

7. Choose the columns you want to display in the custom report.

8. If you want to include a chart in the custom report, expand the Charts section, then select the Graph Type and specify how you want to Group by (X-axis).

9. Expand the Filters section and click Add Filters to customize the report criteria.

10. Expand the Scheduler section and set the desired frequency for generating the report. If you'd like the custom report to be emailed each time the schedule runs, enable the Email this scheduled Report option.

11. You can also set the privacy of the custom report to define who can view it, choosing between public or private.

12. Finally, select the folder in ADAudit Plus where you want the report to be saved.

13. Save the report.

 Validation and confirmation 

• After saving the custom report, navigate to the Reports tab and open the folder where you saved it.

• Run the report and verify that the data appears as expected based on your selected filters and criteria.

• If you included a chart, confirm that the graph type and grouping display correctly.

• Check the report’s access permissions to ensure it is visible to the intended users (public or private).

 Tips 

• Use descriptive names for custom reports so they can be easily identified later.

• Apply filters carefully to limit the report to only relevant events and avoid large, unwieldy datasets.

• Schedule reports for automatic generation and email delivery if you need regular updates.

• Review and update custom reports periodically to ensure they align with evolving compliance or audit requirements.

• Test the report configuration with a small date range to confirm accuracy before expanding it to longer periods.

 Related topics and articles 

• How to configure a custom file audit report excluding specific user accounts