Creating a report from template

This procedure describes how to create a report type from a template, which enables you to create and generate a report based on a report type that suits your requirements.

To create a report:

1. In Control-M client, from the Tools domain, in the Other Tools section, select Control-M Reports.

   The Control-M Reports window appears.

2. From the Control-M Reports window, click Report and select Add New Report.

   The Add report from template pane appears.

3. Select the relevant report type
4. Click Add.

   The template appears with a default name and description.

5. Change the name and description of the report by clicking in the fields at the top of the window.

   EXAMPLE: If you have chosen an Active jobs report, the default name is Active Jobs_1. Click on the name field and change the name.

6. In the Filter tab, define the data filter that you want to display in the report.

   Filters can be specific parameter values, specific Control-M/Servers, and specific time ranges. The filter options vary depending on the report type you choose. For more information on the different filter options, see Filter options.

7. In the Columns tab, select which fields you want to appear in the report by dragging and dropping the different fields from the Available Columns to the Visible Columns, and vice-versa. You can also change the order of the fields in the Visible Columns by dragging the field up or down in the list.
8. In the View tab, sort and group the fields you have chosen in the Columns tab by doing one or both of the following:
   • Click Add a sorting column.
     1. From the drop-down list select the field, and if you want to change the order, click either the or arrow to arrange the fields.
     2. To sort by additional fields, click Add a sorting column and repeat the same actions mentioned in the step above.

     NOTE: Sorting is limited to five levels.

   • Click Add a grouping column (PDF only)

     NOTE: The Grouping is limited to five hierarchies.

9. To verify your customized report, before generating the report, click Preview in the bottom pane, and then click Refresh.

   NOTE: By default, the initial results are limited to the first 25.

10. Click Save.
11. To generate the report, click Generate.