SRM Enterprise Reports - How To

Topics | How To | Example | Related Topics

Run, Schedule, or Save a SRM Report Manager Report

Save a Report Template

Run, Schedule, or Save a SRM Report Manager Report

Before You Begin

Required Capability: Capabilities and Permitted Actions

To generate, save, or schedule an SRM Report Manager Report:

1. In the CommCell Browser, expand Reports and then SRM Report Manager, click a report type.
2. Select one or more Client Computers or Client Computer Groups from the Client Selection tab. This is a required step.
3. Click the Column Selection tab, select a Category and then one or more Available category/columns and click on Add.

   To remove a previously selected category, click on the selected filter from Selected column and click Remove.

   Remove All will remove all previously selected categories for the reports.

4. Click the Report Options tab and configure these settings in the report:
   • From the General tab set Select Time Range and Include Trending options.

     These two options apply to history charts.

     For all reports, the Maximum number of Bar Points Per Chart may be increased or decreased from the default value of 10 and Draw All Bar Points or Lines option may be selected. The default of 100 rows to output may be increased or decreased by specifying a number in Limit number of rows to output. The default of 5000 rows per page may be increased or decreased by specifying the desired number in Limit number of rows per page.

   • Click the Advanced Options tab and set the Data Size Unit for the Table and/or Chart (GB, MB, etc.). Also, the Output Locale may be changed from the default that is English. The ordering of the report may be changed by moving columns in Set Sorting Order of Rows to Return.
5. Optionally, click the Get SQL Query tab to generate the query for the filter criteria specified. This will display the SQL query that will be used to get the data and generate the report. The query that is displayed is Read-only and can be used in a third-party SQL application, such as SQL Server Management Studio. 
6. Choose one of these options to generate the report:
   • Click Run to generate the report immediately and view the results in the CommCell Console.
   • Click Schedule to generate and schedule the report on a daily, weekly, monthly, yearly, or even one time basis. Specify the report language (see Languages - Support for the list of languages supported in Reports), format (HTML, EXCEL, PDF), and location. Optionally, notifications can be configured so the report can be emailed, sent to an SNMP trap, or RSS feed.

     When scheduling, patterns can also be applied to the report so it runs on a specific time, repeated every so many days, or run for a particular number of times. Some reports allow enabling Forecasting by specifying default trending interval and number of data points on which the trending interval is based. For more information on trending, see Forecasting.

   • Click Save As... to save the report filter criteria, schedule information, notifications to a template so it can be used to generate a report at a later date. All report templates are saved under My Reports.

Save a Report Template

Required Capability: Capabilities and Permitted Actions

To save a report template:

1. In the CommCell Browser, expand Reports and then select SRM Report Manager and select a report type.

   The specified Report Window will appear.

2. At the top of the window, click Save As...
3. In the Save Template dialog box, enter the name of the report and click OK to exit the screen.
   The report template name displays in the My Reports node of the CommCell Browser.