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
- While a report is open, click Save As.
- Enter a name that is different from the current report name..
- Select Private or Set as default, Set as global default as required.
- Click Create.
- Schedule
- You can schedule an export process to push a report to the email IDs in the pre-defined
timeline.
Procedure
- Select the required format (PDF or CSV) from the format menu.
- Select the page size from the menu.
- Set the orientation to either portrait or landscape.
- Enter the email ID. Insert commas between multiple email IDs.
- Enter the start date and start time.
- Select the export frequency from the menu.
- Select the language from the menu.
- Click Save.
- 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.