NetVault 13.1.2 - Administration Guide

Editing report job definitions

You can edit a report job definition to modify the report schedule or configure user‑defined events for the report. NetVault lets you distribute the generated reports by email or print the reports through the notification system.

To edit a report job:

In the Navigation pane, click View Reports.

On the View Reports page, select the report that you want to edit, and click Edit Report.

On the Edit Report Job Definition page, configure the following options.

Table 112. Edit report job definition
Option	Description
Schedule	You can use this option to run the report at specified times. The scheduling option is useful for generating reports on a regular basis. To configure a report schedule, select an existing Schedule Set, or click Create New, and specify the schedule type and schedule method. For more information, see Creating Schedule Sets. For scheduled events, make sure that you specify the user-defined event in the Report Completed Event and Report Failure Event field.
Report Completed Event	Specify the event that you want to raise when the job completes successfully.
Report Failure Event	Specify the event that you want to raise when the job fails.


	NOTE: Report events are only raised if you specify a report schedule or use the Run & Notify method.

Click Save, and in the Save Report Job dialog box, click OK.

When you save the job, the configured events are added to the Report Job event class. You can use the global notification methods or user notification profiles to receive event notifications when the report is generated. For more information, see Using notification methods to send reports by email or print reports.

Using notification methods to send reports by email or print reports

You can configure user-defined events for a report job and receive notifications when a job completes successfully or fails. NetVault adds these events to the Report Job event class. You can use this feature to send reports by email or to send the reports to a designated printer.

Depending on whether you want to distribute the report by email or print the report, do the following:

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To send the report to the Administrator, set up the Sysop E-mail notification method. For more information, see Setting up a global notification method. By default, the report is generated in PDF file format and delivered as an email attachment.

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To send the report to other users, set up the notification profiles for the users. For more information, see Setting up user notification profile. By default, the report is generated in PDF file format and delivered as an email attachment.

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To print the report, set up the Print a report notification method. For more information, see Setting up a global notification method.

Customizing table views for reports

After a report is generated, you can modify the table views to include or exclude columns, change the column order, and add column totals and other aggregate values. You can add multiple table views for a component. The reporting system lets you save these settings to the job definition so that the custom format is used every time you run the report.

To customize table views for reports:

Access the report that you want to customize. For instructions on generating a report, see Generating reports.

In the report window, click the Settings link at the upper-right corner of the table. If the report contains multiple components, click the link associated with the table that you want to modify.

In the Table Settings dialog box, the available columns are listed. The columns that have the corresponding Show check box selected are included in the table view. For example, the following Table Settings dialog box is displayed for the report- Data Stored By Client.

Figure 24. Table Settings dialog box

You can make the following modifications:

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Hide columns: To hide one or more columns, clear the check marks for those columns.

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Show columns: To show hidden columns, click the corresponding Show check boxes.

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Display aggregate values: To add fields that display the total, minimum, maximum, and other aggregate values for the columns, select the field type in the Aggregate list. This list is only displayed for columns that contain numeric values.

The available options include the following:

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Total: Displays the sum of all the values in the column.

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Average: Displays the average value of all the values in the column.

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Min: Displays the maximum value of all values in the column.

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Max: Displays the minimum value of all values in the column.

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Count: Displays the count of records.

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None: Removes the aggregate field.

Click Apply to apply the settings to the table view and close the dialog box.

To change the column order, drag the header of the column to its new location.

To change the column width, drag the separator until the column is the width that you want.

To add a table, click the Add another view link at the lower-left corner of the component table.

If the component only supports table views, a new table is automatically added. If different view types are supported, then the Add a view dialog box is displayed. To add a table, select Table in the Type of view list.

The new table includes all columns. To customize the table, see Step 2 and Step 3.

To remove a view, click the Remove this view link at the lower-left corner of the component table.

To save the custom settings, click the Save report format link at the upper-left corner of the report.

The custom settings are saved to the report job definition and a message is displayed.

Adding charts to reports

You can use the graphical capabilities of the reporting system to view the output in the form of bar charts and pie charts. You can use multiple chart views to compare different sets of data. The reporting system lets you save these settings to the job definition so that the custom format is used every time you run the report.


	NOTE: Charts are only available to report components that contain numeric values.

To add charts to a report:

Access the report that you want to customize. For instructions on generating a report, see Generating reports.

In the report window, click the Add another view link at the lower-left corner of the table. If the report contains multiple components, click the link associated with the component for which you want to add a chart.

The Add a view dialog box is displayed if the component supports graphical views.

Select the chart type, and configure the applicable options. You can add bar charts and pie charts.

Table 113. Adding charts to reports

Chart type

Options

Bar charts

You can use bar charts to provide a visual comparison of data values.

To add a bar chart, do the following:

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In the Type of view list, select Barchart.

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In the Category list, select a column to represent the vertical axis. A bar is generated for each record in the category column. The column values are used as labels.

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In the Value list, select a column to represent the horizontal axis. The data values determine the length of the bars.

Click OK.

Figure 25 displays a bar chart view.

NOTE: The chart displays individual bars for the first 20 records. The remaining records are grouped in the chart as Other.

Pie charts

You can use pie charts to show the relative contribution of different categories to the total.

To add a pie chart, do the following:

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In the Type of view list, select Piechart.

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In the Category list, select a column to represent the categories or parts of the pie. The number of records in the category column determines the number of slices in the chart. The column values are used as legends.

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In the Value list, select the column that contains the data for the pie chart. The data values determine the size of the slices.

Click OK.

Figure 26 displays a pie chart view.

NOTE: The chart displays individual slices for the first 20 records. The remaining records are grouped in the chart as Other.

To remove a view, click the Remove this view link at the lower-left corner of the component table.

To save the custom settings, click the Save report format link at the upper-left corner of the report.

The custom settings are saved to the report job definition and a message is displayed.

Chart view examples

This section includes some sample charts generated using the reporting system.

Bar chart view

The following figure displays the bar chart view for a sample data set.