How to customize a report in the user-defined or predefined folder to include information like 'Asset Tags', 'Location', 'Site' etc. using Control Compliance Suite 10.5.1

Article:TECH198960  |  Created: 2012-10-25  |  Updated: 2013-01-31  |  Article URL http://www.symantec.com/docs/TECH198960
Article Type
Technical Solution


Environment

Issue



How to customize a report in the user-defined or predefined folder to include information like 'Asset Tags', 'Location', 'Site' etc. using Control Compliance Suite 10.5.1


Solution



You can customize certain reports in the My Reports view. You can find which reports support customization in the Predefined report and dashboard descriptions section. Every report does not support customization. Using the viewer, you may be able to interact with the report by drilling down into charts and table summaries. When a report is customized in the report viewer, a report is not generated. The selected report is updated with the customized settings. This process is known as Post Customization. If you want to save the settings that you have customized, you must export the report. If you close and relaunch the report, the customized settings are not saved. To customize a report template follow these steps:

  1. Select a template.
  2. Right-click and select Customize.
  3. In the Specify Report Title, Company Name, and Logo panel, provide a report title for the report.
  4. Click Next.
  5. You can add a company name and logo, if they are available in the Settings > General view.
  6. In the Specify Report Content panel, you can add or remove the fields from the report. You can reorder the fields.
  7. Click Add Fields to add fields to the report. (The report template must support the feature)
  8. In the Add Fields dialog box, select the fields. Click OK.
  9. You can add a maximum of 10 fields.
  10. Click Next.
  11. In the Specify Report Group By Information panel, select the fields that are used to group the displayed results. Click Next.
  12. In the Select the Location for the Saved Report panel, navigate to the folder where you want to save the report. Click Next.
  13. In the Summary panel, click Finish.



Article URL http://www.symantec.com/docs/TECH198960


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