OpenManage Enterprise 4.0.x User's Guide

Create a report

User-defined reports are used to customize criteria and get tailor-made information.

Prerequisites

To perform any tasks on OpenManage Enterprise, you must have necessary role-based user privileges and scope-based operational access to the devices. See Role and scope-based access.
When device managers generate reports, the reports only contain data that pertains to the device groups which are in their scope.
Some tables contain device-type-specific data which locks the report to that device type. Mixing columns from multiple device-specific tables of different types (for example servers and chassis) results in an invalid report with no entries.

About this task

While system-defined reports have default definitions (filter criteria) for generating reports, you can customize the criteria to create your own definitions, and then generate customized reports. The fields or columns that you want to display in your report depends on the category you select. You can select only one category at a time. The arrangement of columns in a report can be altered by dragging and placing. Also:

Report names must be unique.
Report definitions must have at least one field and one category.
For reports having Device and Alert as categories, device name or device group must be one of the mandatory fields.

By default, Devices is selected as the category, and device name, device Service Tag, and device model columns are displayed in the working pane. If you select any other category while editing a report criteria, a message is displayed indicating that the default fields will be removed. Every category has predefined properties that can be used as column titles where the data is filtered by using the criteria that you define. Example category types:

Jobs: Task name, task type, task status, and task internal.
Groups: Group status, group description, group membership type, group name, and group type.
Alerts: Alert status, alert severity, catalog name, alert type, alert subcategory, and device information.
Devices: Alert, alert catalog, chassis fan, device software, and so on. These criteria have further classifications that are based on which data can be filtered and reports generated.

Table 1. Role-based access privileges for reportsThis table lists the role-based privileges in OpenManage Enterprise for managing reports.
User Role	Report tasks permitted
Administrators and Device Managers	Run, create, edit, copy, email, download, and export reports.
Viewers	Run, email, export, view, and download reports.

Steps

Click Reports > Create.
In the Report Definition dialog box:
1. Type the name and description of the new report to be defined.
2. Click Next.
In the Report Builder section:
1. From the Category drop-down menu, select the report category.
  - If you select Device as the category, select the device group also.
  - If necessary, edit the filter criteria. See Select a query criteria.
2. Under the Select Columns section, select the check boxes of the fields that must appear as the report columns.
  Selected field names are displayed in the Column Order section.
3. You can customize the report by:
  - Using the Sort by and Direction boxes.
  - Dragging the fields either up or down in the Column Order section.
Click Finish.

Results

The report is generated and listed in the list of reports. An audit log entry is made whenever you generate, edit, delete, or copy a report definition.

Next steps

To export a report for analytical purposes, see Export data.

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