Optimizing reports in the Process Manager portal

Article:HOWTO82292  |  Created: 2012-11-05  |  Updated: 2013-04-18  |  Article URL http://www.symantec.com/docs/HOWTO82292
Article Type
How To


Subject


Optimizing reports in the Process Manager portal

The Process Manager portal lets you view reports. You can view reports on the Reports page or you can include reports as part of a portal page. For example, the Technician Dashboard page contains several default reports.

When you open a report on the Reports page, all associated report data must be run and complied before the report can be rendered. When you navigate to or refresh a page in the Process Manager portal that contains one or more reports, all associated report data must be run and complied before the page can be rendered.

The more records that a report returns and displays the greater the effect that report has on the performance of the Process Manager. Reports increase the load time of a portal page and may even cause the page to time out.

The following are some ways that you can optimize the performance of your reports and lessen their effect on the performance of the Process Manager:

To optimize a report on a Process Manager portal page

  1. In the Process Manager portal, open a portal page that contains a report.

  2. In the Site Actions drop-down list, select Modify Page.

  3. In the title bar of the section displaying the report, click the Actions symbol (orange lightening) and then click Edit.

  4. In the Editor Zone, do the following:

    Records to show

    Type the number of records that you want the report to return.

    For example, if you have a report that contains 1,000 records, you can choose to show only 250 of those records.

    Use Paging

    Check Use Paging.

    This selection is the key to optimizing your report. This selection lets you paginate the report.

    The report displays the number of pages at the bottom of the page.

    Rows per page

    Type the number of rows that you want the report to display on each page.

  5. Scroll to the bottom of the page and click OK.

  6. (Optional) Remove the Groups By selection:

    The Group By selection overrides the Use Paging option. If you want to use the Use Paging option, you must remove the Group By selection. After you remove the Group By selection, you may want to reorganize the report.

    • In the Process Manager portal, open the Reports page.

    • Select the report from which you want to remove the Groups By selection.

    • On the selected reports page to the right of the report, click the Actions symbol (orange lightening) and then click Edit Report.

    • In the report builder on the Report Designer tab, click Options.

    • In the Options section in the Group By drop-down list, select the option that leaves the field empty.

    • Click Save.

To optimize a report for viewing on the Reports page

  1. In the Process Manager portal, open the Reports page.

  2. Select the report that you want to view. and to the right of the report, click the Action symbol (orange lightening) and then click Edit.

  3. On the selected report's page to the right of the report, click the Actions symbol (orange lightening) and then click Edit Report.

  4. In the report builder on the Report Designer tab, click Options.

  5. In the Options section, do the following:

    Limit Rows

    • Check Limit Rows.

    • Type the number of records that you want the report to return.

      For example, if you have a report that contains 1,000 records, you can choose to show only 250 of those records.

    Use Paging

    • Check Use Paging.

      This selection is the key to optimizing your report. This selection lets you paginate the report.

      The report displays the number of pages at the bottom of the page .

    • Type the number of rows that you want the report to display on each page.

  6. (Optional) In the Group By drop-down list, select the option that leaves the field empty.

    The Group By selection overrides the Use Paging option. If you want to use the Use Paging option, you must remove the Group By selection.

    After you remove the Group By selection, you may want to reorganize the report.

  7. Click Save.

See Customizing a Process Manager portal page list

See Changing the report for a Process Manager portal page list

See Viewing a report

See Adding reports to a portal page

See Creating a standard report

See Customizing the filtering and sorting for standard reports

See Modifying standard reports


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Article URL http://www.symantec.com/docs/HOWTO82292


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