Creating standard reports

When you create a standard report, you can save it to rerun later. You can also export the report output to a variety of formats, and email and print it as well.

This procedure assumes you have Adobe Reader installed and focuses on that export format. You can also easily select an Excel format (Excel 2007 Format, Excel 2002 Format, CSV Format) and use the print and save functionality in that application as well.
This procedure covers the following functions:
  • Creating a report by defining the data it will contain and how data in the columns will be sorted
  • Changing the sorting priority in a report
  • Exporting the report output to a variety of formats
  • Printing a report
  • Saving report output
  • Emailing report output
  • Saving a report format to run later
  1. Select Tools > Reports > Define/Run to display the Report Listing window.
  2. Click the Create button to open the Create Report dialog.
  3. On the Report Type wizard panel, select the Report Category and Report Type you want to create, and click Next.

    For Configuration Management reports to include non-current versions of configuration objects in reporting, check Allow celection of non-current versions. If you do not click this option, only current versions of configuration objects are included.

  4. To limit a report to certain criteria, specify those criteria on the Filter wizard panel, and click Next. (Not all reports allow you to specify criteria to narrow the report or to specify parameters.)
    Note: Specifying the same Key value more than once is treated as an AND condition. Example: To narrow an Alerts report to a date/time range, specify report criteria similar to the following: Alert Date/Time - Greater Than - Sept 30, 2010 00:00:00 America/Chicago Alert Date/Time - Less Than -Today 00:00:00 America/Chicago.
  5. In the Available Columns section of the Sort wizard panel, highlight the columns whose data want to sort and click the Right Arrow button. Depending on your reporting needs, take any of the following actions:
    • In the Selected Columns section, change the priority sorting order by selecting the column name and clicking Move Up or Move Down.
    • The default sort order for each column is ascending. To sort the data in a column in descending order, highlight the column name and click the Down Arrow button for the Sort Direction.
    Note: Certain reports, such as the Sterling Connect:Enterprise® Statistics Log Report, contain so much data that an additional Columns wizard panel opens for you to select the data you want in the report output before the Sort wizard panel is displayed.
  6. When you are finished selecting options on the Sort wizard panel, click Next.
  7. On the Confirm Choices wizard panel, click the Run Report button to generate the report.
    The report is displayed in a separate browser.
  8. To print and save the report output, use the print and save functions in browser.
  9. When you are finished viewing the report, click the browser close button to close the report output window.
  10. To save the report with the criteria that you selected, type a Report Name and optional Description on the Save Report wizard panel and click Save.
    The report is saved and displayed in the Existing Reports section where all reports are listed in alphabetical order.
  11. Click the close button to close the Create Report dialog.