Custom Reports

Custom reports help you analyze your asset management data in a variety of ways. The Custom Reports panel lists the available custom reports, along with the following information:

Available Tasks

The following tasks are available to administrators with full inventory report rights:

Task

Steps

Additional Details

Create a new report

  1. Click New.

  2. Specify a report name.

  3. Select the type of report.

  4. Select the focus of the report.

  5. Click Continue.

  6. In the Folder field, select a folder where you want to save the report.

  7. Add a description, if desired.

  8. Select what information to display in the various columns by using the left and right arrow icons. Use the up and down icons to arrange the columns.

  9. Specify the filtering criteria and summary criteria. Click the + icon to add a filter field.

  10. Click Save.

  11. To run the report, click Run.

 

Move a report to a new folder

  1. Select the report.

  2. Click Edit > Move.

  3. Select a folder from the list.

  4. Click OK.

 

Delete a report

  1. Select the report.

  2. Click Delete.

  3. Click OK.

 

Run a report

  1. Click the report you want to run.

  2. Click Run in the lower left corner.

 

Schedule notification for a report

  1. Click the report you want to create a notification for.

  2. Click Schedule/Notification in the lower left corner.

  3. In the Start Date field, specify a start date by clicking the calendar icon and selecting a date.

  4. Select the frequency of the notification: yearly, monthly, weekly, daily, once, or never.

  5. Select the notification output: either store the report, send an e-mail notification, or both.

  6. Specify if you want to send a notification or store the results only when matching records are found.

  7. Specify the maximum number of records to store.

  8. Click Submit.

You can schedule a report to run automatically. You can then choose to store the report, send it out to preselected e-mail addresses, or both.

You can also choose to send out the report only when matching records are found.

Edit a report

  1. Click the report you want to edit.

  2. Click Edit in the lower left corner.

  3. Edit the fields.

  4. Click Save.

 

Copy a report

  1. Click the report you want to copy.

  2. Click Copy in the lower left corner.

  3. Make edits as desired.

  4. Click Save.

 

Export a report definition to XML

  1. Click the report whose definition you want to export.

  2. Click Export in the lower left corner.

 

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