22.4 Creating a Report

The following steps describe the creation of a simple report. The example uses the Visual Studio.NET 2003 Enterprise Architect IDE.

  1. From the IDE, select Add New Item and add a new Crystal Report.

  2. Create a report using the wizard.

  3. Define the data source. Access the Management Service reporting service database within data.

  4. Using the connection definition wizard, define an OLEDB ADO connection to the Reporting Service database. Select Microsoft OLE DB Provider for SQL Server, then click Next.

  5. Select the Reporting server. Enter the User ID, password, and database name for the Reporting Service (see the ZENworks Endpoint Security Management 4.1 Installation Guide for more information). Click Next, then click Finish.

  6. Select the desired source table or view for your report by expanding the tree nodes as shown below.

  7. Under the Fields tab, select the table or view columns that you want to include within your report. Click Next to continue.

  8. If you are planning to group or summarize your data, click the Group tab and select the columns you want to group. Click Next or select the Style tab.

  9. Title the report and select the style.

    The Report Builder displays.

  10. To set up a filter, right-click Parameter Fields in the field explorer, then click New.

  11. The following filter allows you to select multiple users to filter by with the prompting text of "User Name:" displayed within the UI. The parameter is named the same as the column.

  12. Right-click the report, then click Report > Edit Selection Formula > Records.

  13. Using the new parameter, specify only the records where the field equals the values selected in the parameter. Select the column, select a comparison (=), and then select the parameter. Press CTRL+S to save the filter

  14. Repeat Step 10 to Step 13 for each filter. Edit the design of the report and the save the report.

  15. After a custom report is generated, the report can be saved into the \Program Files\Novell\ESM Management Console\Reports\Reports\ directory on the Management Console machine. The new report displays in the reports list in the Reports tab of the Management Console (click Refresh List to display the new reports).