Manage reports

On the NAM Server, select Tools ► DMI ► Manage reports   to control your NAM Server reports and who has access to them.

The pane on the left side of the screen lists all predefined and saved reports. Predefined reports have been prepared and saved for your use. They can be managed just like any reports you save. Deleting or modifying these reports is not recommended, because they provide a broad range of the most commonly used reporting facilities.

Displaying a saved report

To display a saved report:

  1. On the NAM Server, open the main menu and select Tools ► DMI ► Manage reports.
  2. Select the report.
  3. Click Load.

Renaming a saved report

To rename a saved report:

  1. On the NAM Server, open the main menu and select Tools ► DMI ► Manage reports.
  2. Select the report.
  3. Type the new name in the Report name field.
  4. Click Apply.

Adding a short description to a report

To add a short description that will be visible when you hover the mouse pointer over the help icon:

  1. On the NAM Server, open the main menu and select Tools ► DMI ► Manage reports.
  2. Select the report.
  3. Select the Report Dashboard tab.
  4. Select the Show report description check box.
  5. Type a report description in the corresponding text field.
    • The limit is 2560 characters.
    • The out-of-the-box reports already have default descriptions, but you can change or delete them.
    • If you save the report as a PDF, the description will be displayed under the report name in the PDF.
  6. Click Apply.

Editing a report

To edit the definition of a saved report:

  1. On the NAM Server, open the main menu and select Tools ► DMI ► Manage reports.
  2. Select the report.
  3. Click Edit.
    See DMI for a full discussion of the report editor.

Deleting a report

To remove a saved report:

  1. On the NAM Server, open the main menu and select Tools ► DMI ► Manage reports.
  2. Select the report.
  3. Click Delete.

Assigning users to a report

You can assign users to a report when you save the report:

  1. Open the report.
  2. Click the report menu icon

    and select Save.
  3. Select the Users tab.

Or you can assign users to a report through the manage reports screen:

  1. On the NAM Server, open the main menu and select Tools ► DMI ► Manage reports.
  2. Select the report.
  3. Select the Users tab

In either case, the Users tab now displays the current user assignments for that report.

  • The Other users column lists users who are not assigned to this report.
  • The Report users column lists users who are assigned to this report.

Managing users assigned to the selected report is a matter of moving users from one list to the other.

  • To assign one or more users to the report:
    1. Select those users in the Other users column.
    2. Click the >> button
      The added users are moved to the Report users column.
  • To remove one or more users from the report:
    • Select those users in the Report users column.
    • Click the << button.
      The removed users are returned to the Other users column.

When you are done, click Apply to save your changes. (Or click Save if you are saving a report with Actions ► Save.)

Note: An administrative user is always able to access all reports, even if the name of the administrative user is removed from the list. However, this right is not equivalent to being able to see the report on the dashboard. The dashboard shows only reports that were explicitly assigned to a given user.

Assigning user groups to a report

The process for assigning reports to user groups is similar to assigning reports to individual users:

  1. Display the report.
  2. Click the report menu icon in the upper right corner of the report

    and select Save.
    The Save Report window is displayed.
  3. Select the User groups tab.
    • The Other groups column lists user groups to which this report has not been assigned.
    • The Report user groups column lists user groups to which this report has been assigned.
  4. Managing user groups assigned to the selected report is a matter of moving user groups from one list to the other.
    • To assign one or more user groups to the report:
      1. Select those user groups in the Other groups column.
      2. Click the >> button
        The added user groups are moved to the Report user groups column.
    • To remove one or more user groups from the report:
      • Select those user groups in the Report user groups column.
      • Click the << button.
        The removed user groups are returned to the Other groups column.

Pre-loading report data

If you save a report that has a long execution time or uses Recent or Historical time range, you can arrange for data needed by that report to be generated and pre-loaded in cache. The data in cache is automatically updated whenever it becomes out of date, thus the report is always ready to be displayed.

For example, a daily trend report becomes out of date at midnight and needs new data.

To enable pre-loading of the report data:

  1. On the NAM Server, open the main menu and select Tools ► DMI ► Manage reports.
  2. Select a report.
    (You can also do this when you display a report and select Save, in which case the report is already selected.)
  3. Select the Report Dashboard tab.
  4. Select the Pre-load report data check box for the selected report.

When you are done, click Apply to save your changes. (Or click Save if you are saving a report with Actions ► Save.)

E-mailing reports

Manual mailing

To manually mail a static copy of a report to one or more addresses:

  1. Open the report as usual.

  2. Select Send by e-mail from the report menu.
    The Send report by e-mail window is displayed.

    If this option is not available on the report menu, you need to configure and enable an SMTP mail server. See Mailer setup for more information.

  3. Edit the message information as needed.

    • From is determined by the SMTP configuration.
    • To is selectable and editable.
    • Subject defaults to the report title but you can edit it.
    • Attachment is the report you are sending to the people on the To line.
    • Text is the text of the message, which is empty by default. You can edit it.
  4. Click OK to send the report.

Scheduled mailing

To automatically mail a static pdf of a report, you can set up mailing instructions for a report using the E-mail tab of the Save Report window or the equivalent tab of the Manage reports screen.

These instructions enable you to define specific times at which the report should be sent. Each time the report is sent, new data, as currently available to the server, is used to generate the report.

To choose the recipients of the specified report:

  1. In Tools ► DMI ► Manage reports, select a report.
    (You can also do this when you are saving a report with Actions ► Save, in which case the report is already selected.)

  2. Select the E-mail tab.

  3. Select a user from the To: list.
    Use the Ctrl or Shift key to select multiple users.

    If the intended user is not on this list, switch to the Users tab and make sure that person is on the list.
    See Assigning users and Assigning user groups for details.

  4. Select the Send email check box.

  5. Configure the mailing.

    • Set the start date.
    • Choose the frequency (hourly, daily, weekly, or monthly) with which the email is sent, and then select the recurrence options that will be displayed after you select a frequency option.
    • Choose the format.
    • Choose the page size.
      This ensures that a tabular report does not exceed a certain size.
  6. Click Apply to save your changes. (Or click Save if you are saving a report with Actions ► Save.)

To remove a user from the recipient list of a report:

  1. In Tools ► DMI ► Manage reports, select a report.
    (You can also do this when you are saving a report with Actions ► Save, in which case the report is already selected.)
  2. Select the Email tab.
  3. Select the user in the To: list.
    Use the Ctrl or Shift key to select multiple users.
  4. Clear the Send email check box.
  5. Click Apply to save your changes. (Or click Save if you are saving a report with Actions ► Save.)

Changing parameters of a saved report

The Advanced tab in Tools ► DMI ► Manage reports enables you to change the parameters of the saved report. However, we recommend that you contact Technical Support before attempting to change parameters of a saved report in this way.

Listing linked reports

All reports linked directly or indirectly to a saved report can be listed by clicking the Show linked reports link on the Advanced tab.

  1. In Tools ► DMI ► Manage reports, select the Advanced tab.
  2. Click Show linked reports.
    A table lists all reports linked to the currently selected report and all reports from which you can access the currently selected report.

Organizing the dashboard

Use the Organize Dashboard Sections screen to organize your reports.

To organize your reports, open Tools ► DMI ► Manage reports and click Organize Dashboard.

  • Available reports lists all reports you can use.
  • Reports in section lists all reports in the selected section.

To add a report to a section:

  1. Select a report in Available reports.
  2. Select a section (or select < New Section > and type a new section name).
  3. Click >> to add the selected report to the selected section.
  4. Click Update Changes to save your changes.

To remove a report from a section:

  1. Select a section at the head of Reports in section.
  2. Select a report in the Reports in section list.
  3. Click << to remove the selected report from the selected section.
  4. Click Update Changes to save your changes.

To rename a section:

  1. Select a section at the head of Reports in section.
  2. In the Rename section edit box, type the new name for the selected section.
  3. Click Update Changes to save your changes