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In this video, I'd like to walk you through using customized templates and

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reports and kind of bring all the pieces we looked at together.

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And this will give us an opportunity to help remind ourselves of the many

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individual components that go into reports and also use many of the custom

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elements we've created up to this point as part of a template, which can then

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go into a report.

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So back here at the 40 Analyzer, let's go down to reports on the left. We'll go

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to report definitions.

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And let's create a template. We have over 92 templates that are built in and

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available here. If you want to preview those, we can click right here on the
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available here. If you want to preview those, we can click right here on the

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HTML.

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It'll preview that with sample data to give you an idea of what it looks like.

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And what I'd like to do is demonstrate creating a custom template. Again, we

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could just like with all the other components here, we could right click clone

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one that is close to what we need and then tweak it or you can create it from

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scratch.

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So I'm going to click here on create new. I'm going to call this our proxy

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avoidance template. And then for the category, I'm going to say web.

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So I'll use the text here, say this is in our template. I'm going to make that

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bigger. I'm going to change the color.

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I'm going to go ahead and make it about some purple. That's great.
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I'm going to go ahead and make it about some purple. That's great.

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Then I press enter a couple of times. Then I'll click here to add a chart. So

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let's go ahead and give it a moment.

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It'll pop up asking us which chart we want to use. Let's go ahead and use the

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drop down and search for our and scroll down.

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And there's our proxy avoidance chart. So again, we could pull from one of the

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default charts or the one we created.

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I'm going to kind of put all the pieces together and we'll click on OK. So here

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's a little preview of what that's going to look like.

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And I want you to notice here as we're working with this template, there's no
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And I want you to notice here as we're working with this template, there's no

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option for additional configurations regarding, for example, scheduling a

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report or anything else.

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Because if we want to schedule a report or specify how far back to look in a

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report, that's done at the report level, not at the template level.

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Again, think of the template as what chart are we going to see? What's the

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style of those charts? What's the text look like? What color is it? What's the

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font and so forth?

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So I'll click on OK here and there's our proxy avoidance template right there.

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And now let's go create a brand new report. So we'll go to all reports.

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With the all reports selected, we'll go ahead and click on the dropdown for
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With the all reports selected, we'll go ahead and click on the dropdown for

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report and create a brand new report. So we'll call this our proxy avoidance.

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And then instead of just creating it from scratch here, we'll pull from the

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template and the template we're going to use from the dropdown.

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I'll do a search here for our and there's our proxy avoidance template. And so

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that template basically has like that text in the purple color and one table.

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That's it.

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We can also choose where we're going to save it so we can create folders and

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organize our reports that way. I'm just going to leave the default of all

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reports there and click on OK.
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reports there and click on OK.

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So now we have the option of now editing the settings for this report called

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our proxy avoidance. So as far as the timeframe, if you want to run, for

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example, for everything this year, you select that or whatever timeframe you're

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looking for like the last seven days, the last three days, et cetera.

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What devices you want to include or not include. So if you want to specifically

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include some of our 40 gates, but not others regarding this report, we can set

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that here. I'm going to say all devices.

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We could also limit to certain subnets. I'm going to say all subnets. And then
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We could also limit to certain subnets. I'm going to say all subnets. And then

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from here, we could also go ahead and schedule it, set up notifications.

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And if we wanted to, we could force it to be cached, which is going to make the

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report when it's run run faster. But again, it does take more CPU on the back

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end on the 40 analyzer to automatically update that auto cache.

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So I'll leave those three of the default for now. Also, I should note here, as

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far as the report goes, if we wanted to edit the details, this came from our

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template. But if we want to edit here, how the look and feel is, we could add

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another chart or we could add more text.

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So I'll go ahead and add added this text to report. I'll make that a little
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So I'll go ahead and add added this text to report. I'll make that a little

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bigger. And let's go ahead and change the color. So make that reddish right

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there. Fantastic.

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So however we want the layout to look, we can update it right here as part of

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the details for the report. So here for the settings, we're controlling the

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range and so forth.

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And here for the editor, we're changing the look and feel. I'll click on apply

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and then we'll click on return. So now if we want to run that report, we can

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just go down to our proxy. Oh, which one is it?

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Oh, that's just right here. Those are earlier on we played with. So our proxy

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avoidance. In fact, let me just double click on it to confirm. So we'll go to
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avoidance. In fact, let me just double click on it to confirm. So we'll go to

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the editor. Sure enough.

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This is the updated one right there. So click and return. So we want to run

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this report. We could right click here and then simply say, I want to go ahead

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and run the report by clicking on report here or we could double click on that

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report and then click on run report here.

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And again, here is showing us the generated reports and we could also generate

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reports right here as well. Just be where there's more than one way to see it.

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So we'll go back to report definitions, go back to our proxy avoidance and we

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'll go ahead and run it right here.
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'll go ahead and run it right here.

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And they'll take a moment. And once it's done, it'll show up in this listing

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right here. We're getting reports that have been run based on this report we

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made called our proxy avoidance. So we can click right here on HTML. So here's

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the final report, which is leveraging our template, which was also leveraging a

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custom table, which is being shown right here.

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And it's being populated based on the data set, pulling that information and

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based on the state range that we specified as part of the details for the

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report. So again, under our proxy avoidance, this is the one report that was

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run. If we went back to generate reports,
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run. If we went back to generate reports,

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it would show us all the reports based on this filter here that have been

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generated in the past three months.

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