Creating a report by sorting and filtering

About this task

You can create a custom report by sorting and filtering the columns of an already defined report. Generate the report that is used as the basis for your new report and then use the sort, or filter option on the generated report.

To create the custom report, complete the following steps:

Procedure

  1. Generate the report from the menus by completing the following steps:
    1. Click the menu that contains the report.
      For example, the Targets menu or All Custom Reports.
    2. Click the report.
      For example, All Targets.
  2. You can customize the report by performing any of the following actions:
    • Sort, Move or delete a column
      1. Click the heading of the column that you want to work on. An icon with four arrows is displayed at the top of the column.
      2. Hover the mouse over the icon to displays the actions.
        • Sort up (Ascending) - click the up arrow.
        • Sort down (Descending) - click the down arrow.
        • Move the column to the left - click the left arrow.
        • Move the column to the right - click the right arrow.
        • Delete the column - click the cross in the center.
          Note: If the key column of a report is deleted, some of the actions in the menu on the left are not available.
      3. The report is redisplayed in the order you selected.
    • Filter a column
      • If you click any cell in the report, the column is limited to the value that you select.

        For example: If you select IBM® in the Manufacturer column when All Targets is displayed, only the targets that are manufactured by IBM® are redisplayed.

    • Repeat step 2 until you have the report to your requirements

  3. To save the new report, complete the following steps:
    1. Click Reports > Save As Custom Report.
    2. Change the name in the Query name field to one relevant for the new report.
    3. Change or delete the description in the Description field.
    4. Enter a menu name.
      This name is displayed in the Custom Reports menu.
    5. Select any groups that can have access to this report.
      Note: The created report is displayed only in the Custom Reports menu of the Admin user or Super User who created the report. If groups are selected, the report is also displayed in the Custom Reports menu of any users who are members of the selected groups.
    6. Click Submit.

Results

The report is displayed and its name is displayed in the Custom Reports menu.