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Barracuda Campus Barracuda Campus
Barracuda Intronis Backup
formerly ECHOplatform
Overview Documentation Materials

Creating Executive Summary Reports

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This section provides the following topics:

  • Creating a New Template.
  • Creating a Once/Immediately Executive Summary Report
  • Using an Existing Template

  • Editing a Template

  • Deleting a Template

Creating a New Template

To create a new template, perform the following steps.

  1. At the Report Template section, ensure Select an Existing Template or Leave Blank for New Configuration is displayed.

    campus exec create.png
  2. In the Report Name section, type the new template report name, as shown in the example below.
    Note: The Report Name is required and can use up to 25 characters and spaces.


    campus exec create1.png
  3. Select the check boxes of the data you want displayed in the report.

  4. In the Report Frequency section, select the how often you want the report issued.
    Tip!

    Use the following suggestions in the table below to create new templates based on frequency.

    Suggested Template NameFrequency
    Daily TemplateReports are emailed at approximately 10 AM (EST) each day.
    Weekly TemplateSelect the day(s) for weekly reports.
    Monthly TemplateSelect the day of each month, or the specific weekday of each month.
  5. In the Account Section, select the account check boxes to which you want the template to apply, or select the Select All Accounts check box.
    The selected accounts are displayed in the Account Selection Summary section. Clicking the remove icon campus exec delete icon.png removes the account selection.

    campus exec create2.png

  6. In the Account Selection Summary section, click an account to display the Report Preview.

  7. If you are creating a new template, click the Save Template button beside the report.

    The Save Template pop-up is displayed.

    campus exec create3.png

  8. In the field, type the new template name.

    Note: The template name can use up to 16 characters and spaces.

  9. When complete, click OK.

Creating a Once/Immediately Executive Summary Report

To create the Once/Immediately Executive Summary Report, perform the following steps.

  1. At the Report Name field, type the name of your report.
  2. At the Select Data to Display section, clear the check boxes of the data you do not wish to display.
  3. At the Report Frequency section, select Once/Immediately radio button.
    The Reporting Frequency fields are displayed.

    campus exec create once.png
  4. Select the start and end date down arrows to display the reporting period calendars.

    campus exec create once1.png
  5. At the Account Selection section, select the account check boxes you want included in the report, or select the Select All Accounts check box.

    campus exec create once2.png
    The selected accounts are displayed in the Account Selection Summary pane.

    campus exec create once3.png
  6. After making your selections, click any account in the Account Selection Summary page to preview the report.
    The Report Preview is displayed.

    campus exec create once4.png
  7. Click one the following buttons.
    • Email Report
    • Generate PDF
    • Generate CSV

Using an Existing Template

To use an existing template, perform the following steps.

  1. At the Report Template section, click the Select an Existing Template or Leave Blank for New Configuration down arrow.

    campus exec create.png
    The available templates you have created are displayed. If you need to create a new template, see Creating a New Template.

    campus exec create5.png
  2. Select the desired template.
  3. In the Account Selection section, select the account check boxes to which you want to apply the template, or select the Select All Accounts check box.
  4. In the Account Selection Summary section, click an account to display the Report Preview.
  5. Click one of the following buttons:
    • Generate PDF of the current report preview.
    • Generate CSV of the current report preview.

Editing a Template

To edit a template, perform the following steps.

  1. At the Report Template section, click the Select an Existing Template or Leave Blank for New Configuration down arrow.

    campus exec create4.png.
    The available templates you have created are displayed.

    campus exec create5.png
  2. Select the template you want to edit.
    The template fields are displayed.
  3. Make changes to the selections in the Report Data to Display or Report Frequency sections.
  4. In the Account Selection section, select the account check boxes to which you want to apply the edited template, or select the Select All Accounts check box.
  5. In the Account Selection Summary section, click an account to display the Report Preview.
  6. Click the Save Template button.
    The Save Template pop-up is displayed.

    campus exec create3.png
  7. Click Save.

Deleting a Template

To delete a template, perform the following steps.

  1. At the Report Template section, click the Select an Existing Template or Leave Blank for New Configuration down arrow.

    campus exec create.png
    The available templates you have created are displayed.

    campus exec create5.png
  2. Select the template you want to delete, and then click the delete button campus exec delete icon.png.
    The delete confirmation pop-up is displayed.
  3. Click Yes.