Using the Report Manager

Transcription

1 LabTech Using the Report Manager USING THE REPORT MANAGER... 1 Overview... 1 Using Filters... 2 Scheduling Reports ing Reports... 6 Printing Reports... 8 Previewing Reports... 8 Viewing Scheduled Reports... 9 Right-Click Options... 9 Branding Reports Using Filters over an HTTP Connection Document Revision History Overview The Report Manager s primary purpose is to allow you to schedule reports to be ed and/or printed at times that are convenient for you. It is recommended that reports be scheduled during off-peak hours for intensive reports. In addition to scheduling, you can view what reports have been scheduled, as well as brand your reports using the Report Manager. To access the Report Manager, select Tools > Reporting > Report Manager from the Control Center. Figure 1: Report Manager The report manager consists of three tabs: Reports, Scheduled Reports and Branding, defaulting to the Reports tab. Each of these are explained in detail throughout this document. When a report is selected from the left navigation pane, various filters will be presented to allow you to run the report on specific criteria. The filters will vary by 16A UsingTheReportManager 1

2 Using the Report Manager report and are defined in the documentation for that specific report. The following section shows you how to use filters. Using Filters Filters allow you to run reports based on specific criteria. Most reports have various filters to choose from, depending on the report (e.g., date ranges, last contact date, client, location, etc.). The filters are separated into two sections. On the left, are the basic filters to limit the report by client, location, computer type, computer, group, etc. These may not be applicable to all reports. On the right, are report specific filters that will further narrow your report results (e.g., date installed, last contact date, etc.). Refer to the following tables for information on how to use these filters. Table 1: Report Filters Filter Client Computer Computer Type Group Location Priority Status Ticket ID Description Filters based on the available clients in the LabTech system. For all clients, use the default value Not Specified. Filters based on the agent machine name. You must have selected a Client and Location filter in order to use the Computer filter. The Computer filter will be unavailable if you selected a Computer Type filter. For all clients, use the default value Not Specified. Filters based on the agent type. The available options are servers and workstations. For all clients, use the default value Not Specified. Filters based on the group associated with the agent machines. For all clients, use the default value Not Specified. Filters based on the available locations for the selected client. You must have selected a Client filter in order to use the Location filter. For all clients, use the default value Not Specified. Filters based on the ticket priority (e.g., ignore, low, normal, etc.). For all clients, use the default value Not Specified. Only available in the ticketing reports. Filters based on the ticket status (e.g., new, open, closed, etc.). For all clients, use the default value Not Specified. Only available in the Ticket Status report. Filters based on the ticket ID number. Enter the desired ticket ID number. For all clients, leave the field blank. You can use the multiple select search and wildcards (? for a single character or * for multiple characters) in this field. Only available in the ticketing reports and the Client Timesheet report. Table 2: Comparison Options Comparison Date Entry Equals Greater Than Description Filters data based on the date that it was added to the system. Select the checkbox and enter the From\To dates using the arrow keys or the calendar drop-downs. Compares the entered character or number string with the data in the LabTech database to find an exact match. Compares the entered number string with the values in the LabTech database and returns any values greater than the 16A UsingTheReportManager 2

3 LabTech entered number. Greater Than/Equals In Less Than Less Than/Equals Like Not Equals Not In Not Like Compares the entered number string with the values in the LabTech database and returns any values equal to or greater than the entered number. Compares the entered set of character strings with the data in the LabTech database and returns any data that matches (e.g., TicketPriority= Low, Not So Low, Normal would return data for only the tickets that have a ticket priority of Low, Not So Low or Normal). Compares the entered number string with the values in the LabTech database and returns any values less than the entered number. Compares the entered number string with the values in the LabTech database and returns any values equal to or less than the entered number. Compares the entered character string with the data in the LabTech database to see if the entered data matches a pattern (e.g., *Office will return West Office, Central Office or *5.1* will return 1.5.1,). Wildcards (? for a single character or * for multiple characters) can be used to return results. Compares the entered character or number string with the data in the LabTech database and excludes the results that are exact matches. Wildcards (? for a single character or * for multiple characters) can be used to return results. Compares the entered set of character strings with the data in the LabTech database and returns any data that does not match (e.g., TicketPriority= Low, Not So Low, Normal would return the tickets that do not have a ticket priority of Low, Not So Low or Normal). Compares the entered character string with the data in the LabTech database to see if the entered data matches a pattern and excludes the results that match the pattern. Scheduling Reports To schedule a report: 1. From the Control Center, select Tools > Reporting > Report Manager. 16A UsingTheReportManager 3

4 Using the Report Manager Figure 2: Report Manager 2. In the Reports tab, expand the desired folder and select a report from the list. The information for the selected report will be populated on the right side of the screen. 3. Select the desired filters from the drop-downs (e.g., Client, Location, Computer Type, Computer, Group, etc.). If you would like to leave the report unfiltered, leave all of the filters at the default setting of Not Specified. 4. Most of the reports will have additional filters that can be used to further refine the report, listed on the right side of the screen (e.g., Contact, Domain, Date Added to, etc.). Add additional filters, if desired. For information on the specific filters, refer to the documentation specific to the selected report. 5. To schedule the selected report to run for a later or recurring date and time, click on the Schedule button. 16A UsingTheReportManager 4

5 LabTech Figure 3: Report Scheduler 6. Enter the Start Date and Time for when you want the report to run. Use the drop-down to select the date or enter it manually. The time can be entered manually or by using your keyboard s arrow keys. The time is in military format. 7. Select the frequency in which this report should be run. If running daily and weekly reports, it is recommended to run the reports at low peak times. The available options are: One Time Only, Daily, Weekly, Monthly and Quarterly. 8. The Client ID will default to the value you entered on the previous screen. To change the client, use the drop-down and select the desired client. This will not change the Client filter from the previous screen. This only controls who the report will be ed to. 9. Select the Contact that this report should be sent to. The report will be sent in.pdf format to the address associated with this contact. The contact must have a valid address. 10. Enter the Subject and Body that should appear in the Click the Create button. This will set up the schedule. You can verify the scheduling of the reports by selecting the Scheduled Reports tab in the Report Manager or by navigating to Operations > Dataviews > Reports in the navigation tree and select the appropriate view. The Scheduled Reports view shows all instances of all scheduled reports regardless of frequency. 16A UsingTheReportManager 5

6 Using the Report Manager Figure 4: Scheduled Reports Tab ing Reports To a report: 1. From the Control Center, select Tools > Reporting > Report Manager. 2. In the Reports tab, expand the desired folder and select a report from the list. The information for the selected report will be populated on the right side of the screen. 3. Select the desired filters from the drop-downs (e.g., Client, Location, Computer Type, Computer, Group, etc.). If you would like to leave the report unfiltered, leave all of the filters at the default setting of Not Specified. 4. Most of the reports will have additional filters that can be used to further refine the report, listed on the right side of the screen (e.g., Contact, Domain, Date Added to, etc.). Add additional filters, if desired. For information on the specific filters, refer to the documentation specific to the selected report. 5. Click the Report button. 16A UsingTheReportManager 6

7 LabTech Figure 5: Report 6. Enter the Start Date and Time for when you want the report to run. Use the drop-down to select the date or enter it manually. The time can be entered manually or by using your keyboard s arrow keys. The time is in military format. 7. The Client ID will default to the value you entered on the previous screen. To change the client, use the drop-down and select the desired client. This will not change the Client filter from the previous screen. This only controls who the report will be ed to. 8. Select the Contact that this report should be sent to. The report will be sent in.pdf format to the address associated with this contact. The contact must have a valid address. 9. Enter the Subject and Body that should appear in the Click the Create button. You can verify that the report is scheduled to be ed by selecting the Scheduled Reports tab in the Report Manager or by navigating to Operations > Dataviews > Reports in the navigation tree and select the appropriate view. The Scheduled Reports view shows all instances of all scheduled reports regardless of frequency. 16A UsingTheReportManager 7

8 Using the Report Manager Figure 6: Scheduled Reports Tab Printing Reports To print a report: Previewing Reports 1. From the Control Center, select Tools > Reporting > Report Manager. 2. In the Reports tab, expand the desired folder and select a report from the list. The information for the selected report will be populated. 3. Select the desired filters from the drop-downs (e.g., Client, Location, Computer Type, Computer, Group, etc.). If you would like to leave the report unfiltered, leave all of the filters at the default setting of Not Specified. 4. Most of the reports will have additional filters that can be used to further refine the report, listed on the right side of the screen (e.g., Contact, Domain, Date Added to, etc.). Add additional filters, if desired. For information on the specific filters, refer to the documentation specific to the selected report. 5. Select the Print button. The report will be loaded in Crystal Reports and a Print window will appear. 6. Select the desired print settings and click OK to print the report. To preview a report: 1. From the Control Center, select Tools > Reporting > Report Manager. 2. In the Reports tab, expand the desired folder and select a report from the list. The information for the selected report will be populated. 3. Select the desired filters from the drop-downs (e.g., Client, Location, Computer Type, Computer, Group, etc.). If you would like to leave the report unfiltered, leave all of the filters at the default setting of Not Specified. 4. Most of the reports will have additional filters that can be used to further refine the report, listed on the right side of the screen (e.g., Contact, Domain, Date Added to, etc.). Add additional filters, if desired. For information on the specific filters, refer to the documentation specific to the selected report. 5. Select the Print Preview button. From the preview, you can view, print, and the report, as well as convert the report to Microsoft Word (.doc), Microsoft Excel (.xls) and Adobe PDF formats using the buttons in the top-left corner of the screen. 16A UsingTheReportManager 8

9 LabTech Figure 7: Print Preview Viewing Scheduled Reports To view scheduled reports: 1. From the Control Center, select Tools > Reporting > Report Manager > Scheduled Reports. Figure 8: Scheduled Reports Tab The currently scheduled reports will be displayed on the screen for informational purposes only. The Scheduled Reports Dataview (expand Operations > Dataviews > Reports > Scheduled Reports on the navigation tree) provides additional functionality (e.g., delete scheduled reports, client scripts, etc.). Right-Click Options Right-clicking in the Scheduled Reports tab will display a menu with the following options: Table 3: Right-Click Options Option Refresh Description Refreshes the list. 16A UsingTheReportManager 9

10 Using the Report Manager Copy Text Copy Row Print List Export to Excel Search this Item Copies only the contents of the column that your mouse is pointed to. To copy the selected column for multiple rows, select more than one row by holding down the [Shift] key or by using the [Ctrl] key and right-click and select Copy Text from the menu. The information will be copied to the clipboard. Copies all of the information for the selected row. To copy all of the information for multiple rows, select more than one row by holding down the [Shift] key or by using the [Ctrl] key and rightclick and select Copy Row from the menu. The information will be copied to the clipboard. Opens the Print window. Choose the desired print settings and click OK to print. You can select multiple items by holding down the [Shift] key or by using the [Ctrl] key or print the entire list by leaving all of the items unselected. Exports the selected items to Microsoft Excel. You can select multiple items by holding down the [Shift] key or by using the [Ctrl] key. You must have Microsoft Excel installed to export any information. Creates a search for the item in the selected column. Refer to the Searches documentation for more information. Branding Reports Reports in LabTech can be branded to display a custom logo in place of the default LabTech logo. Report branding can be performed from the Report Branding tab of the Report Manager. 1. From the Control Center, select Tools > Reporting > Report Manager from the toolbar. 2. Select the Report Branding tab. 16A UsingTheReportManager 10

11 LabTech Figure 9: Report Branding Tab 3. Use the Select button to select a local image file. Navigate to the desired file and click the Open button. 4. If the file already exists on the server, you will be prompted to replace it. Click the Yes button. The new image file will be displayed in the top-right corner of the window and uploaded to the L:\Transfer\ReportLogo directory. The Properties.ReportLogo path field will be automatically updated to reflect the new location (e.g., 5. Select the Use Resize Image checkbox, if your image is larger than 1.3 inches in height or larger than 94 x 188 pixels. This option will proportionally resize the selected image to the preferred dimensions for LabTech reports and add a white background to transparent images. 6. Select the Enable SSL checkbox if you are using a secure HTTP connection. The Enable SSL option will automatically select the Use Resize Image option. NOTE: You can manually override the report logo path by clicking the Customize Logo Path button. You will be prompted to enter the new report logo path. Enter the desired path and click OK. The Properties.ReportLogo path field will be updated to reflect the change. Click the Return to Default Logo Path button to revert to the automatic report logo path. 7. Test a report. Right-click on a client, location, agent machine or group from the Navigation Tree, select View Report and select any of the reports to verify that your logo appears in the top-left of the report. If you do not see your logo, verify that you have completed all of the previous steps. Hover over the missing logo image to display the link generated by the code for the image. Check the path and verify that the image exists in that location, file naming, etc. 16A UsingTheReportManager 11

12 Using the Report Manager Figure 10: Missing Logo Using Filters over an HTTP Connection Prior, to the 2012 SP1 release, report filters were not working properly over an HTTP connection. The filter data for each report will now be stored in the database and deliver that data to the Report Manager when the report is selected (over any type of connection). The database agent reads the report file during the 30m cycle and will gather the filter data from each report file that is not in the database, failed its last check, or hasn t been checked in the last 24 hours, and store it in the database. You can manually gather filter data for report files by selecting Reload Report Filters from the Tools menu in the LabTech Control Center. This can only be enabled by creating a ReportFilterStoredInDB property, with a value set to 1. If this property is not enabled, filter data is collected by the Report Manager, which prevents filters from appearing over HTTP. For information on how to properties, refer to the Properties documentation. When a report is selected from the Report Manager screen, the form will access the report s filter data from the database and display the filters based on the collection to the screen. If the report is locally detected or if the report filter data gathering failed, the report filters will function as previously designed (report filters read from file over IP, default fields show for reports over HTTP). The default fields appearing on HTTP have been slightly improved to show different defaults based on folder names. Document Revision History Date Notes 09/14/2012 New for 2012 SP1 16A UsingTheReportManager 12