Caution: Do not exceed more than 10,000 resources in a group.
Where: Navigator > Resources > Reports > Reports tab
The high-level steps for creating a report are as follows:
To create a report, right-click a reports group and select New Report.
Note: As a general rule, create content in the user's own folder.
To edit a report, right-click the report and select Edit Report.
In the edit panel, define report attributes such as report name (required), an optional alias, and other details. See Defining Report Attributes.
Entering data in the Common and Assign sections is optional, depending on how your environment is configured. For information about the Common and Assign attributes sections, as well as the read-only attribute fields in Parent Groups and Creation Information, see Common Resource Attribute Fields.
Select the report template you want to use. Defaults are provided. See Using Report Templates.
Select report data by:
Associating one of these existing data sources: a query, a trend, a session list, or an active list. You choose from the displayed resource selector.
Specifying what parts of the query data source you want to use for each report element. Optionally, apply legends and top/bottom functions.
See Binding Data to the Report.
Note: Unlike report templates and parameters which provide defaults, you cannot save the report without specifying the data source.
Specify report parameters concerning output details, such as file format, paper size, and routing instructions. You can set limits on the query return, such as row limits, time zone restraints, apply filters, and specify report start and end times. See Setting Default and Custom Report Parameters.
Optional: To add information in the Notes tab, refer to Using Notes.
Click OK.
Note: Be sure to click Apply or OK frequently to save settings intermittently as you work through the above steps. Clicking Apply saves settings and leaves the Editor open. Clicking OK saves settings and closes the Editor for this query. If you do not apply or accept settings using these buttons, your settings are not saved.
Run the report to test it as described in Running a Report.
The next sections provide details on how to use the Report editor to define report attributes, apply a template, choose report data, and specify report parameters.