Use > Modeling > Modeling > Reports > Reports User Interface > Report Toolbar Options

Report Toolbar Options

This section describes the toolbar options for the Report pane.

UI Element (A-Z) Description
Displays the parameters that are defined for the report.
Save Report. Saves the selected report.
Report Properties. Opens the Report Properties dialog box, which enables you to set the report title, subtitle, and format.

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 only available before you generate a report or when you open a saved report.

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.

  • 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.

Archive Report. Enables you to save the report results in the database. After the report is archived, the Archive Report button appears next to the report name.

Note Enabled only for Topology and Gold Master reports.
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

Assign Tenants. Opens the Assign Tenants dialog box which enables you to assign tenants to the selected custom report.

Note  

  • This option is only available for saved reports.
  • This option is only available when multi-tenancy is enabled.

Manage Security. Enables you to assign permission for the report to specific roles or to add the report to selected resource groups.

Note This option is only available for saved reports.
Bar Chart. Displays the generated report as a bar chart.
Pie Chart. Displays the generated report as a pie chart.

Table. Displays the generated report in tabular format.

Show Short Labels. Toggles between displaying the chart labels minimal/maximum information.

Note This option is available only for pie charts.

Show Legend. Toggles between hiding and displaying the chart's legend.

Note This option is available only for pie charts.

Slice chart. Toggles between displaying the pie chart with exploded and unexploded segments.

Note This option is available only for pie charts.
Expand All. Expands the tree structure.
Collapse All. Collapses the tree structure.
Delete from CMDB. Deletes the selected CI from the CMDB.
Properties. Opens the Configuration Item Properties dialog box for the selected CI.
Refresh. Refreshes the report tree.
Select Columns. Enables you to select the columns you want to display in the report. For details, see Select Columns Dialog Box.
Sort Column Content. Enables you to set the sort order of the selected column's content.
Find. Toggles between displaying and hiding the Find utility.
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.

Generate Report. Enables you to generate the selected report.

Note This button appears disabled prior to defining the report parameters.
<breadcrumbs>

Displays the levels through which you have navigated to get to the current level. Appears horizontally across the top of the chart.

Note Each level in the list of breadcrumbs is a clickable link.
<Generated report> Displays the active generated report.
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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