Reports

Reports allow you to access and filter data from the database in a convenient way. The reports window consist of two tabs:

Categories & Templates - this is the default tab for the Reports section. It includes an overview of report categories and templates. You can create new reports and categories or perform other report related actions here.

Scheduled Reports - this tab provides an overview of scheduled reports, you can also schedule a new report here.

Reports are generated from templates which are categorized by report type. A report can be generated immediately or can be scheduled to generate later. To generate and view the report immediately, click Generate Now next to the desired report template. You can use pre-defined report templates from the list of Categories & Templates, or you can create a new report template with custom settings. Click New report template to open a report template wizard and specify custom settings for the new report. You can also create a new report category (New Category) or import previously exported report templates (Import Report Templates).

Searching for reports

There is a Search bar on the top of the page. You can search the category and template names, not descriptions. Click the arrows next to the search bar to compress or expand all report categories.

search_bar

Access Group Filter

The Access Group filter button allows users to select a static group and filter viewed objects according to the group where they are contained.

access_group

Using the reports templates

Choose a report template and click the arrow on the report template tile. The following options are available:

play_defaultGenerate Now

The report will be generated and you can review the output data.

download_default Download

Select a report template, click Download and choose a .pdf, .ps or .csv file format (.csv is suitable only for table data). The report will be generated and downloaded.

schedule_default Schedule

Schedule Report - Template window will open, where you can modify the schedule trigger, throttling and report delivery. You can find all scheduled reports in the Scheduled reports tab.

edit_default Edit

Edit an existing report template. The same settings and options used for creating a new report template apply.

duplicate_default Duplicate

Create a new report based on the selected report (a new name is required for the duplicate).

delete_default Delete

Remove the selected report template completely.

icon_export Export

The report template will be exported to a .dat file.

Using the reports categories

Select the report category and click gear icon gear_icon at the right corner of the category. The following options are available:

add_new_default New Category

Enter a Name to create a new report template category.

add_new_default New Report Template

Create a new custom report template.

delete_default Delete

Remove the selected report template category completely.

edit_default Edit

Rename existing report template category.

icon_export Export

The report template category and all included templates will be exported to a .dat file. You can later import the category with all templates by clicking Import Report Templates. This is useful, for example, when you want to migrate your custom report templates to another ESMC Server.

move_default Access Group

Move the report template Category to a different static group. This will make it accessible for the local admin of target group. Local admin has full access rights in his group.

 

validation-status-icon-warning IMPORTANT

The Import / icon_export Export feature is designed for importing and exporting report templates only, not an actual generated report with data.

Permissions for Reports

Reports are static objects which reside in a structure of objects in the ESMC database. Each new report template is stored in the home group of the user who created it. To be able to access a report you need permissions. You also need permissions to objects which are inspected by the report. For example, if you generate Computer statuses overview report, there will be only data from computers where you have Read permission.

validation-status-icon-warning IMPORTANT

Read - User can list report templates and their categories. User can also generate reports based on report templates. User is able to read his dashboard.

Use - User can modify his dashboard with available report templates.

Write - Create / modify / remove templates and their categories.

All default templates are located in the All group.