9.3 Generating, Printing, and Saving Reports

Once you have set up reporting as explained in Section 9.2, Setting Up Reporting, you can perform the reporting tasks described below. When performing these tasks, you can use either a Novell-defined report catalog or a custom report catalog that you have designed.

The first task below applies only if you are using a report catalog that uses the Novell-defined NDS Reporting data source.

In This Section

9.3.1 Specifying the Part of Your eDirectory Tree (Context) to Report On

  1. Right-click the Report Catalog object that you will use to generate the reports > click Properties.

  2. On the Identification page, click the browse button next to the Report Context field > select the eDirectory container that is to be the top of your reporting context > click OK.

    Select the tree object to report on the entire tree. (This is the default.) All objects below the selected container will be included in your reports.

  3. Click OK in the Properties dialog box.

    The reporting context you set remains in effect for all reports generated using this report catalog, unless you change it again using this same procedure.

9.3.2 Generating and Viewing a Report

  1. Right-click the Report Catalog object that contains the report form that you want to use > click Generate Report.

  2. Select the report form and query to use.

    Click Help for details.

  3. Click OK.

    A status box appears while the report is being generated. After the report is done generating, it appears in the View Report window (this may take a few moments). You can then print, save, or export the report as explained below.

9.3.3 Printing a Report

  1. Generate the report as explained above.

  2. On the toolbar of the View Report window, click Print.

  3. Select the print options you want.

  4. Click OK.

9.3.4 Saving a Report

  1. Generate the report as explained above.

  2. On the toolbar of the View Report window, click Save.

  3. Enter a name for the report, or select a previously saved report to overwrite.

    Click Help for details.

  4. Click Save.

9.3.5 Exporting a Report

  1. Generate the report as explained above.

  2. On the toolbar of the View Report window, click Export Report.

  3. Select the filename, path, and format to export to.

    Click Help for details.

  4. Click OK.

9.3.6 Viewing a Previously Saved Report

  1. Right-click the report catalog object that was used to generate the report > click Open Report.

  2. Select the form that was used to generate the report.

  3. Under Available Reports, select the report.

  4. Click OK.

9.3.7 Customizing the Data-Selection Criteria (Query) Used to Generate a Report

  1. Right-click the Report Catalog object that you will use to generate the report > click Properties.

  2. On the Queries page, select the form that you will use to generate the report.

  3. Depending on what's listed under Available Queries, perform the appropriate action:

    Available Queries

    Action

    Only the default query is listed

    Click Add.

    NOTE:You can't customize the default query on this page. To customize it, see instead Section 9.4, Designing Custom Reports.

    Additional (non-default) queries are listed

    Select the query that you want to customize > click Open.

  4. In the query-building dialog box, specify the data-selection criteria that you want to be used to generate the report.

    Click Help for details.

  5. (Optional) Click Generate Report to generate the report immediately using the criteria you specified.

    After viewing the report, close the View Report window and modify the query further if needed.

  6. When you are satisfied with the data-selection criteria you have specified, click OK in the query-building dialog box.