Setting up or modifying the data in standard reports

Article:HOWTO62001  |  Created: 2011-12-13  |  Updated: 2014-05-19  |  Article URL http://www.symantec.com/docs/HOWTO62001
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How To


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Setting up or modifying the data in standard reports

The data that is included and displayed in reports is completely customizable. In the Report Designer tab, you specify the information that should be included in a report, as well as criteria to narrow the report results. The information that you specify in this tab can both add to, and restrict the data that appears in the report.

Selecting a check box for a type of data that you want to add to the report includes all of the fields available for that section in the report. The available fields are displayed in the Data section. Selecting the check box for one of the fields lets you apply filters to the data that is returned in that field.

To set up or modify the data and display of standard reports

  1. In the Process Manager portal, click Reports tab.

  2. On the Reports page, do one of the following:

  3. In the Add/Edit Standard Report dialog box, select the Report Designer tab.

    See Add/Edit Standard Report dialog box.

  4. On the Data tab, select the check box for the type of data that you want to include in the report. When you select a data type, all of the data fields of that type are added to the report. All of the data fields are available for display in the report. Data types that are included in the report have a green check mark next to them. Repeat this step for all of the datatypes that you want to include in the report.

  5. (Optional) To filter the data that is included in the report, select the check box next to the field that you want to filter. Fields to which you have applied filtering have a green check mark next to them.

  6. In the Columns area, select the check box for the columns that you want to display in the report. Repeat this step for all of the columns that you want to include in the report. Columns that are included in the report have a green check mark next to them, and are displayed at the top of the columns area.

  7. (Optional) Customize the layout of the report.

    See Customizing the layout of grid standard reports.

  8. (Optional) Customize the filtering and sorting of the report.

    See Customizing filtering and sorting for standard reports.

  9. Click Save.


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Article URL http://www.symantec.com/docs/HOWTO62001


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