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Thank you for choosing Evolve Reports. This guide is designed to help get you started quickly with using the Reports portal. It is a companion guide to the Evolve IP Reports User’s Manual, which covers the features and prepopulated reports in great detail. This guide is provided as an overview of the usage of the Evolve IP Reports. To learn about all of the filter features and sorting options, refer to the Evolve IP Reports User’s Manual.
From the ClearLogin dashboard, double-click on [Evolve Reports]. You will be prompted to log in to OSSmossis. Once you enter your credentials and press the “Enter key” or click on “OK”, the Reports main screen will be shown.
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Click on a report name from the navigator list to begin viewing its details.
PLEASE NOTE: some reports may take up to an extended time to load, or may even timeout during the load. This is often because the filter fields are set too large. For more details (refer to the Evolve IP Reports User’s Manual).
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Page filters are available for each report. Use the filters to sort, or define specific data criteria.
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Default page filter | On-screen report filters |
Data can be exported to PDF, XLS & CSV formats. Not all options may be available for all reports. To export report data, use one of the below methods.
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Report Subscriptions are scheduled reporting events.
If there are no report subscription schedules, the view on the main screen will be blank. If there are any report schedules, the screen view will list the reports by Description/Status/Schedule. Click on Run Now to execute the subscription schedule. This will run the scheduled parameters for the report. Click on Update to edit the subscription settings/parameters. Click on Delete to cancel a subscription schedule (a delete confirmation dialog will be shown before deleting the subscription).
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Click on the report from the Navigator list; click on [Add] at the bottom of the screen. The subscription (Settings/Parameters] dialog box will open. To create a subscription, fill in the [General Settings], [Subscription Parameters], and [Report Parameters].
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The subscription parameters are the settings for the [Email] report delivery.
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Once the subscription parameters are set, click on [Report Parameters].
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Click on [Save] when the report parameters are finished. Once you click on save, you will be returned to the report subscriptions. The subscription schedule will be shown.
To learn more about the Evolve IP Reports and Subscriptions, refer to the Evolve Reports User’s Manual.
