Creating reports/templates

The following procedure describes how to create new reports/templates that enable you to generate a report to gather specific information or to create your own template defined with your required settings to use for reports that you expect to run more than once.

To create reports/templates:

1. From the Control-M Reporting Facility toolbar, select one of the following:
   • to create a new report
   • to create a new template

   The New Ad Hoc Report/ New Template window appears.

2. In the left pane , select the report category.
3. In the right, select the report type.
4. For a template, type a name for the template in the Template Name field.
5. Click OK.

   The report wizard appears.

6. In the General pane do the following:
   1. In the Report Title field, type a name for the report.
   2. In the Created by field, type the name of the user .
   3. In the Description field, type a description if required.
7. Click Next.

   The Filter pane appears. If you are defining a new report/ template for Active report types the Data Source panel appears. For more information, see Defining data source settings for Active reports.

8. In the Filter panel, define the required parameters, as described in Filters panel parameters.
9. Click Next.

   The Fields panel appears.

10. In the Fields panel, do the following:
    1. From the All Fields list, select the field you want to appear in the report.
    2. Click .
    3. Repeat for all fields you want to add to the report.
    4. To remove a field, click .
11. Click Next.

    The Grouping Panel appears. If you are creating a WCM Request report, continue to the Summaries panel.

12. In the Grouping panel, do the following:
    1. From the left fields' list, select the field you want to the report rows to be group by.
    2. Click .
    3. Repeat for all fields you want to add to the report.
    4. To remove a field, click .
13. Click Next.

    The Summaries panel appears.

14. In the Summaries panel, do the following:
    1. From the Summary by field drop-down list, select the field you want to display a summary of all its record.
    2. To display the summaries in a chart, select the Show Chart check box.
    3. In the Chart Title field, type a name for the Chart.
    4. Select a chart type.
15. Click Next.

    The Sorting panel appears.

16. In the Sorting panel, do the following:
    1. In the Sort By drop-down list, select the field to sort columns in the report, and click whether the sort should be in ascending or descending order.
    2. Repeat the process for the second and third sort fields from the Then By drop-down lists.
17. Click Next.

    The Style panel appears.

18. Select the style of the report.

    The Report Details panel appears.

19. In the Report Details panel, do the following:
    1. Review your report details.
    2. Select the Save report as template check box if required.
    3. In the Template Name field, type the name of the template.
20. Click Finish.

    The report preview appears.

21. Save the report by clicking or save as template by clicking .

    The report/template is created.