Managing reports

You can generate and manage the patch reports by using the following actions in the application.

Save As
You can save a copy of a report under a different name.

Procedure

  1. While a report is open, click Save As.
  2. Enter a name that is different from the current report name..
  3. Select Private or Set as default, Set as global default as required.
  4. Click Create.
The saved report is listed in My Reports section.
Schedule
You can schedule an export process to push a report to the email IDs in the pre-defined timeline.

Procedure

  1. Select the required format (PDF or CSV) from the format menu.
  2. Select the page size from the menu.
  3. Set the orientation to either portrait or landscape.
  4. Enter the email ID. Insert commas between multiple email IDs.
  5. Enter the start date and start time.
  6. Select the export frequency from the menu.
  7. Select the language from the menu.
  8. Click Save.
You must setup the mail settings to schedule an export to the desired email IDs. To setup the mail settings, see Enabling mail settings.
Export
You can export the reports in PDF and CSV formats, but a few reports can be exported only in a PDF format.

Procedure

  • Click CSV to export a report in a .csv format.
  • Click PDF to export a report in a .pdf format.
Configure View
This report view can be configured differently for each report. You can select the required columns, time range, filters and options to configure the report view.

Procedure

  • Options: select the Autosize Columns check box to auto size the columns in the report.
  • Columns: select the columns from the list to be featured in the report.
  • Time Range: enter the time range to pull the data.
  • Filters: select the filters for pulling specific data.