Custom Reports

Custom reports help you analyze your asset management data in a variety of ways. The Custom Reports panel includes several sample custom reports that you can run. You can also create new custom reports.

The following information is provided for each report in the list:

You can perform the following tasks to use and manage the reports:

Task

Steps

Additional Details

Create a new report

  1. Click New.

  2. Specify a report name.

  3. Select the focus of the report.

  4. Click Continue.

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

  6. In the Columns panel, select what information to display on the report. Use the up-arrow and down-arrow icons to arrange the columns.

  7. Specify any filtering criteria in the Criteria and Summary Criteria panels. Click the + icon to add a filter row.

  8. Click Save.

  9. 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. Fill in the fields.

  4. 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

  1. Click Export in the lower left corner.

  2. You can open the file with an XML editor, or save the file to a location. Click OK.

 

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