Creating and modifying custom Notification Server reports

Article:HOWTO62993  |  Created: 2011-12-14  |  Updated: 2013-10-23  |  Article URL http://www.symantec.com/docs/HOWTO62993
Article Type
How To

Subject


Creating and modifying custom Notification Server reports

Notification Server reports let you view and manage your resource data. These reports give you information about your managed and unmanaged computers, and your Notification Server configuration. A wide range of reports are provided with the Symantec Management Platform. You can also create your own custom reports to suit the needs of your organization. Notification Server reports retrieve data from the Configuration Management Database (CMDB).

The report data can be used in the following ways:

  • The data source for an automation policy

  • A Web part that displays current data on a portal page

  • A resource report that lets the user drill down on a particular resource to view full details in the Resource Manager

  • A trend report that shows data changes over time

  • Multiple drilldown reports (for example, hierarchy reports) that let the user drill down on high-level data to view more detailed low-level data.

To create or modify a custom report, you need to define the components of the report in the Custom Report Edit page.

See Components of a custom Notification Server report.

Note:

Some automation policies use a report as a data source, and may depend upon some particular results or parameters. When you modify a report, you need ensure that the changes do not affect any automation policies.

See Specifying the automation policy data source.

Table: Process for creating and modifying custom Notification Server reports

Step

Action

Description

Step 1

Create a new report, or select an existing report to modify.

Create a new report from scratch, or by cloning a default report that is supplied with Notification Server. You can modify any custom report that you have created, but cannot modify the default reports.

See Creating a custom Notification Server report.

See Modifying an existing custom Notification Server report.

Step 2

Create the report query.

You can write the query SQL yourself or use the Query Builder to build the report query. The Query Builder is a user-friendly tool that lets you select the tables and fields that you want to use.

See Defining a resource query for a custom report.

You can also write the SQL code from scratch. Alternatively, you can copy the SQL from another filter or report and modify it to suit your requirements.

See Defining an SQL query for a custom report.

Step 3

Specify the value providers for parameters.

If the report query includes parameters, you can define the corresponding value providers. The value provider lets the user set the appropriate value for the query parameter when they run the report.

See Defining parameters and value providers for a custom report.

Step 4

Create the report views.

A report view typically contains a subset of the report results. The results are presented in a way that is appropriate to a particular user role. Setting up a number of different views for a report lets you customize the report results for different users.

See Creating or modifying a chart view for a custom report.

See Creating or modifying a grid view for a custom report.

Step 5

Create the drill-downs.

A report drilldown is an action that is performed when the user clicks on an item in the report results. You can configure drilldowns for a report to enable the user to obtain additional information through the report results.

See Setting up drilldown actions for a custom report.

Step 6

Specify the report properties.

You can choose whether or not the report results are restricted to the scope of the user who runs the report. You can also choose to run the report only as a snapshot. To minimize the load on Notification Server, you may want to run large or frequently-used reports as snapshots.

See Specifying advanced properties of a custom report.

Step 7

Save the report.

Save the changes to the new report or modified report.

See Creating a custom Notification Server report.

See Modifying an existing custom Notification Server report.


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