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) 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 > All Reports to display the Report Listing page.
  2. Click the Create Report button to open the Create Report page.
  3. On the Report Type page, 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 Selection of non-current versions. If you do not click this option, only current versions of configuration objects are included.

  4. On the Server Groups page, identify one or more server groups to monitor by selecting the name in Groups and clicking the Right Arrow button to move it to Selected Groups. Click Next to continue.
  5. On the Servers page, identify individual servers to monitor by selecting the server name in Servers and clicking the Right Arrow button to move it to Selected Servers. Click Next to continue.
    Important: You must select at least one server group or server from the lists on the Server Groups and Servers pages.
  6. On the Parameters page, in the Available Field, select the row whose data want to sort and click the Right Arrow button to move it to Selected Field. Click Next to continue.
  7. To limit a report to certain criteria, specify those criteria on the Filters page, 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.
  8. On the Report Output Format page, from the Report Output Format drop-down box, select the output format of the report such as, HTML, CSV, Multiple Sheet XLS, PDF, Single Sheet XLS. Click Next.
  9. On the Summary page, click the Run Report button to generate the report.
    The report is displayed in a separate browser.
  10. To print and save the report output, use the print and save functions in browser.
  11. When you are finished viewing the report, click the browser close button to close the report output page.
  12. To save the report with the criteria that you selected, type a Report Name and optional Description on the Save Report page and click Save.
    The report is saved and displayed in the Existing Reports section where all reports are listed in alphabetical order.