Creating a task to Create Plan Reports

How to generate a Plan Report task.

About this task

Perform the following steps to create one of the following reports:
Actual Production Details Report
A report based on the information stored either in the current or in an archived plan. The information contained in these plans is retrieved from the Symphony files. Actual Production Details Report can be run on distributed engines (master domain manager, backup domain manager, domain manager with connector, and fault-tolerant agent with connector).
Planned Production Details Report
A report based on the information stored either in a trial or in a forecast plan. The information contained in these plans is retrieved from the HCL Workload AutomationWorkload Automation on Cloud database. A Planned Production Details Report can be run on distributed engines (master domain manager and backup domain manager). A real production report extracted from a fault-tolerant agent might contain different information with respect to a plan extracted from a master domain manager. For example, the number of jobs and job streams is the same, but their status can change, because a job successful on the master can be in hold or ready on the agent. The update status rate is the same only on the full status agent that runs on the domain master.

Procedure

  1. From the navigation toolbar, click Monitor & Reporting > Reporting > Manage Predefined Reports and click Create.
  2. In the Task information tab, select Actual Production Details or Planned Production Details as Report Type.
  3. In the Enter Task Information panel, define the type of scheduler engine here you want to run the task. You can select an engine at a later time. Remember that the engine name must be specified before running the task. Depending on the engine type you choose, the filtering criteria and the results you can display are different. You can also specify whether to share the task with others, to allow them to see and run the task, but not to modify it. Task and engine sharing can be disabled by the TWSWEBUIAdministrator in the global settings customizable file.
  4. In the Report Header tab, choose the title and the description of the output of the report. Check the boxes Append report selection criteria to the report header and Include table of contents, if needed.
  5. In the Filter Criteria tab, define a filter to select the jobs you want to include in the report. All the information about fields and options is available in the panel help.
    Wild cards are not allowed for Actual Production Details Report and Planned Production Details Report report types.
  6. In the Report Output Content panel, select the job information that you want to display in the report output. After you make your selection, click Save to complete the task creation.

What to do next

Next, run the report. For further details, see Running Dynamic Workload Console reports and batch reports.