User guide

iGuard/inSight User Guide
Release 7.0.0.4
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3. Add a new filter by clicking on the green plus sign.
4. Enter Policy and equals in the first two fields.
5. Type Financial Information in the third field.
6. Apply.
7. On the dashboard, Save Report.
8. Enter a report name.
9. Select Schedule.
10. Add report type, scheduling and notification information.
11. Apply.
Your report will run daily and notify you or the person you designate if it finds anything.
Export a CSV Report
When you save a report, you are either storing the settings you used to extract data from the
dashboard, or you are exporting it to PDF or CSV to save its content.
A report that is exported in CSV (comma-separated values) format can be used in any number of
ways because it is saved in a generic format.
Note: Only results reported in the Incident List can be saved in CSV format. Group Detail
and Incident Summary results contain graphic elements which can only be exported to PDF.
1. To export a CSV report, select Incident List.
2. Pull down the Report Options menu.
3. Select Export as CSV.
Note: You may have to double-click on the navigation bar to widen the display if the Report
Options menu does not appear.
By default, the CSV report will launch in a web browser.