AssetExplorer

    New Custom Reports

     

    AssetExplorer enables you to create reports that meet your organization needs.

     

    To create your own custom reports,

    1. Login to AssetExplorer application using your user name and password.

    2. Click Reports tab in the header pane. This opens the All Reports page.

    3. Click New Custom Report button. This opens the Custom Reports page.

    4. Specify the relevant Report Title in the given text field. This is a mandatory field.

    5. Choose the Report Type by selecting the radio buttons. You can create Tabular Reports, Matrix Reports, Summary Reports and Audit Reports.

    6. Choose the module ( and so on) for which you would like to create custom reports. On selecting the Tabular & Matrix Reports, Audit History option will be disabled. On selecting the Summary Reports, only the All Computers, Workstation Alone and Server Alone modules will be enabled. On selecting Audit Reports, only the Audit History module will be enabled.  

    7. Click Proceed to Report Wizard button. This opens the Display Columns page. This page differs for each report type. Each report type has to go through various steps before generating it as a customized report.

     

    Generating Tabular Reports

     

    Tabular reports are simple reports that allow you to list your data based on certain criteria. You can select the columns to view and group the output data. If you had selected the Tabular Reports option in step 5 above, then follow the steps below to create a tabular report.

     

    Step 1. Select Columns to Display

      1. Click Select columns to display title.

      2. Select the columns to be displayed in the report by selecting it from the Available Columns list and move it to Display Columns list using >> button. You can also order the column list using upward and backward button.

    Step 2. Filter Options

      1. On selecting the columns to be displayed in the reports, you need to specify the Filter Options for the columns. Click the Filter Options title.

      2. Specify the Date Filter by selecting the Column, Day and Date.

      3. If you wish to add Advanced Filtering select the Column Name, Criteria from the drop down list. And specify the  value by clicking the Choose button. You can add 'n' number of Name and Criteria and match with AND or OR condition.

    Step 3. Select Column to Group     

      1. Click Column to Group title to open the link.

      2. Select the column data to be grouped from the Group by and Order by combo box. You also have an model column on the right hand side of the page.

    Step 4. Select Summary Type

      1. If you have selected any numeric field in the columns to display option then, this option will be available. Select the column summary options available for each column. Column summary options are count, sum, average, maximum value and minimum value.

      2. Select the column summary options by enabling the check box. These selected column summary will be displayed in the reports.

    Step 5.  Charts

     

    Choose the chart type to show the result in graphical format.

      1. Clicking the Charts title opens the choose a chart type page.

      2. Select the Chart Type from the combo box. Say Pie chart or Bar chart and so on. On selecting the chart type a model chart type will be displayed on the right hand side of the page.

      3. Select Run Report >> button. On running the report you get a tabular report as well as the graphical view of the selected column data.

    If you would like to save the report, click Save Report button. Specify the report name, folder name, declare it as public or private and save the report. Enter the Report Name and Save the Report.

     

    If you wish to edit the report click the Edit button, which will take through the Report Wizard again. Modify the details and Save the report.

    If you would like to view the SQL Query used in the database to run the report then click Show Query button.

     

    If you would like to mail the report then click Mail this Report button. This opens the mail this report page, select the Format from the combo box. Specify the To address in the given text field. Specify the Subject and Description of the mail and send the mail.

     

    You have an option to export this report to HTML file, PDF file, XLS file and CSV file.

     

     

    Generating Matrix Reports

     

    Matrix reports provides the data in a grid manner (m x n format). It allows you to study different scenarios based on the chosen criteria. To create a matrix report, you must choose the corresponding radio button in the create report form. In the Filter setting stage of the Report wizard, follow the steps below:

     

    Step 1. Select Column to Group

     

    You have simple grouping and advanced grouping option for matrix reports

     

    Simple Grouping

        1. Click the Simple grouping tab. You have two options Top column information and left column information.

        2. Select the top column information to be displayed in the report from the combo box. This is a mandatory field.

        3. Select the left column information to be displayed in the report from the combo box. This is a mandatory field.

        4. Select the summarize column count from the combo box to get the column summary. You can see the model matrix report in between the top and left column information.

    Advanced Grouping

        1. Click the Advanced grouping tab. You have two options Column grouping and Group by.

        2. Select the Columns and Date format from the combo box in the Column Grouping option. Select the Group by from the combo box. You have three options for group by to be displayed in the report. This is a mandatory field.

        3. Select the Summarize column from the combo box. You have sum, average, max & min value for numeric columns.

    Step 2. Filter Options

        1. Click Filter Options title. You have Date Filter and Advanced Filtering for grouping.

        2. Select the column name, time and date for the Date filter. For Advanced Filtering, select the Column Name, Criteria from the combo box. Select the Value from the choose button. You can add 'n' number of column Name and Criteria and match with AND or OR condition

        3. Click Run Report>>. On running the report you get a Matrix report for the selected column data.

     

    Request Summary Reports

     

    Summary reports are detailed reports that allow you to list your data based on certain criteria. To create a request summary report,

     

    Select the corresponding radio button from the custom reports page and click the Proceed to Report Wizard button to go to next page. You have two steps to generate a complete request summary reports.

     

    Display Columns

     

    The first step to create request summary reports is to select the display columns which needs to be displayed in the request summary report. Select the columns from the Available Columns list box and click >> button to move them to Display Columns list box. Click the << button if you want to remove any column from the Display Columns list box.  

     

    Click Next button. This leads you to the grouping of columns, where you can choose two levels of grouping.

     

    Filter Options

      1. If you are using the date/time filter criteria, select the date column name from the Select Column combo box.

      2. Select the period for which you want to generate the report. If you would like to generate report during this week, last week, this month, last month, this quarter, last quarter or today, yesterday then select the During radio button and select the time period from the combo box. (OR) If you wish to provide a custom period, then select the From and To date using the calender button.

      3. To use Advanced Filtering, you first need to select the radio button for matching all the selected criteria or any one of them. Then from the column listing, select the various columns from the list and set the match operator and mention the values for matching the column as (is, is not, contains and so on) from the combo box.

      4. Click the Choose button and select the value for the column to add as a filter condition.

      5. Click as Add to Filter button to add the filter condition to the filter set which gets listed under the Filter Set title.

      6. Click Next button to go to the grouping of data.

     

    Audit Reports

     

    Audit reports are detailed history report that allow you to list your inventory history data based on scan time criteria. Click Proceed to Report Wizard button to go to the next page. This opens the Audit History Report page.

     

    You have three audit history reports options, on scanning the workstation you get the updated version of all the audit reports.

    • Audit history by Workstation: Audit history by workstation gives a complete audit reports of the hardware and software details of the workstation.

    • Audit history by Time line: Audit history by time line gives a detail overview of all the actions taken place in workstation for a specific time period.

    • Audit history by Changes: Audit history gives a complete report on all changes taken place in workstation.

    Select any of the three audit history report options. Specify the scan date from the combo box.

    Click Run Report button. You get the audit history report.

     

     

    If you would like to save the report, click Save Report button. Specify the report name, folder name, declare it as public or private and save the report.

     

    If you wish to edit the report click the Edit button, which will take through the Report Wizard again. Modify the details and Save the report.

     

    If you would like to view the SQL Query used in the database to run the report then click Show Query button.

     

    If you would like to mail the report then click Mail this Report button. This opens the mail this report page, select the Format from the combo box. Specify the To address in the given text field. Specify the Subject and Description of the mail and send the mail.

     

    You have an option to export this report to HTML file, PDF file, XLS file and CSV file.

     

     

    Delete Custom Reports

     

    You can delete the custom reports that you have created and saved. Just click Delete link available against the custom report that you wish to delete. This will delete the report.

     

     

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