Search for	Example	Results
A single word	`cat`	Topics that contain the word "cat". You will also find its grammatical variations, such as "cats".
A phrase. You can specify that the search results contain a specific phrase.	`"cat food"` (quotation marks)	Topics that contain the literal phrase "cat food" and all its grammatical variations. Without the quotation marks, the query is equivalent to specifying an OR operator, which finds topics with one of the individual words instead of the phrase.

Search for	Operator	Example
Two or more words in the same topic	`AND` `and` `+` (plus symbol) `&` (ampersand)	`cat AND dog` `"cat food"+milk` `"cat food"&"dog food"`
Either word in a topic	`OR` `or` `\|` (pipe)	`cat OR dog` `cat \| dog`
Topics that do not contain a specific word or phrase	`NOT` `not` `!` (exclamation point)	`NOT cat` `! dog`
Topics that contain one string and do not contain another	`^` (caret)	`cat ^ mouse`
A combination of search types	`( )` parentheses	`cat + (dog \| mouse)` `cat \| dog + (! mouse)`

Configuration Management System (CMS)2018.05

Use > Modeling > Modeling > Reports > Reports User Interface > Reports Page

Reports Page

This page enables you to create Topology reports based on the data in views, as well as a number of predefined Custom report types.

To access	Managers > Modeling > Reports
Relevant tasks	How to View a Topology Report How to Generate a Custom Report How to Compare CIs How to Compare Snapshots
See also	Report Toolbar Options Custom Reports Overview Topology Reports Overview

User interface elements are described below (unlabeled elements are shown in angle brackets):

UI Element (A-Z)	Description
<Left pane>	The following panes are included: Topology Reports. Displays reports of the views and templates that were created using the Modeling Studio. For details, see Topology Report. Custom Reports. Displays various preset types of reports in chart or table format. For details, see Reports User Interface.
<Right pane>	Displays the selected report.

UI Element (A-Z)

Description

<Left pane>

The following panes are included:

Topology Reports. Displays reports of the views and templates that were created using the Modeling Studio. For details, see Topology Report.
Custom Reports. Displays various preset types of reports in chart or table format. For details, see Reports User Interface.

<Right pane>

Displays the selected report.

Left Pane

User interface elements are described below:

UI Element (A-Z)	Description
	Create New Report. Enables you to select the type of report that you want to create. In the Topology Reports pane, select Pattern View, Perspective, or Template, and you go directly to the Modeling Studio to create the selected type of resource. In the Custom Reports pane, select a report from the list of Custom reports.
	Open Report. Generates an existing report in the Report pane.
	Show View Definition. Displays the selected view's definition in the Modeling Studio. For details, see Modeling Studio. Note This option is available only for Topology Reports.
	Delete Report. In the Custom Reports pane, deletes the selected report. In the Topology Reports pane, deletes the archived report.
	Compare Report Archives. Opens the Compare Archives report when two archives of the same report are selected. Note This option is available only for Topology Reports.
	Schedule Report. Opens the Schedule Report dialog box, which enables you to define a job that: Schedules the generation of a report Specifies one or more formats in which to send the report, and the report's recipients Specifies the recurrence of the job For more information on the Schedule Report dialog box, see Schedule Report Dialog Box. Note This option is available only before you generate a report or when you open a saved report.
	Show Scheduled Reports Jobs. Opens the Job List dialog box, which displays the reports that have been scheduled to run. For details, see Job List Dialog Box.
	Snapshots. Enables you to do the following: Save a snapshot of the active report. For details, see Save Snapshot Dialog Box. Compare a previously saved snapshot to the active report or to another snapshot. For details, see Compare Snapshots Report. Schedule snapshots to be saved. For details, see Schedule Report Dialog Box. Display the currently scheduled snapshot jobs. or details, see Job List Dialog Box. Note This option is available only for Topology Reports.
	Send Mail. Opens the Send Mail dialog box. You can send an email containing the generated report in various formats, or as a direct link. For details on the various formats, see Report Toolbar Options. Select one or more of the available formats for the generated report to be sent as attachments to an email recipient. Note Required fields are marked with an asterisk. When entering an email address, ensure that the email's domain is a valid one. In the Send Mail dialog box, the From field is populated with the email address defined in the user details for the current user. If no email is defined for the current user, the default email address of the customer is used.
	Generate Direct Link. Creates a direct link to the specific location on the server of the selected report, or to the data that you have exported as a specific format.
	Export Report. Enables you to select the format for previewing and exporting the report. The available options are: CSV. The report data is formatted as a comma-separated values (CSV) text file that can be displayed in a spreadsheet. Note For the CSV formatted table data to display correctly, the comma (,) must be defined as the list separator. In Windows, to verify or modify the list separator value, open Regional Options from the Control Panel, and on the Numbers tab ensure that the comma is defined as the List Separator value. In Linux, you can specify the list separator in the application that opens the CSV file. PDF. The report data is exported in PDF format. Note When exporting to PDF, select a reasonable number of columns to display to ensure that the report is legible. XLS. The report data is formatted as an .xls (Excel) file that can be displayed in a spreadsheet. Note For large reports, you can reduce the time required for exporting the report by setting a fixed column size using the Column Size For XLS Export setting in the Infrastructure Settings Manager. XML. The report data is formatted as an XML file that can be opened in a text or XML editor. Tip To extract HTML code from the report: Open the file in an HTML editor Copy the relevant table into the target file Note When you export a generated report, a dialog box opens asking whether you want to open the exported file. You can define whether to hide or display this message using the User Preferences Dialog Box.
	Refresh. Refreshes the report tree.
	Expand All. Expands the tree structure.
	Collapse All. Collapses the tree structure.
	Assign Tenants. Opens the Assign Tenants dialog box which enables you to assign tenants to the selected custom report. Note This option is only relevant when a saved Custom Report is selected. This option is only available when multi-tenancy is enabled.
	Manage Security. Enables you to assign permission for the selected custom report to specific roles or to add the report to selected resource groups. Note This option is only available for Custom Reports.
	Hide Empty Folders. Toggles between displaying all folders and only folders that contain reports.
	Find the next occurrence of the phrase/Find the previous occurrence of the phrase. Enables you to move to the next or previous result of the search for the string entered in the Find field.
	Highlights all occurrences of the phrase. Highlights all occurrences in the CI tree of the string entered in the Find field.
Find	Enter a search name or a portion of a search name in the Find field to locate it in the list.

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