Adding Control Manager 5 Report Templates

Control Manager 5 templates allow greater flexibility for report generation than previous versions of Control Manager templates. Control Manager 5 templates directly access the Control Manager database, providing users the opportunity to create reports based on any information the Control Manager database contains.

Adding a Control Manager 5 custom template requires the following steps:

  1. Access the Add Report Template screen and name the template.

  2. Specify the template component to add to the report template.

  3. Specify the data view for the template.

  4. Specify the query criteria for the template.

  5. Specify the data to appear in the report and the order in which the data appears.

  6. Complete report template creation.

Step 1: Access the Add Report Template Screen and Name the Template

  1. Navigate to Reports > Report Templates.

    The Report Templates screen appears.

  2. Click Add.

    The Add Report Template screen appears.

  3. Type a name for the report template in the Name field.
  4. Type a description for the report template in the Description field.

Step 2: Specify the Template Component to Add to the Report Template

  1. Drag a report template element from the Working Panel to the report template:
    • Static Text: Text a user inserts into the template. This could be a summary of the information that the report presents.

    • Pie Chart: Report data displays in a pie chart

    • Bar Chart: Report data displays in a bar chart

    • Dynamic Table: Report data displays in a table similar to a pivot table

    • Line Chart: Report data displays in a line chart

    • Grid Table: Report data displays in a table like an Ad Hoc Query table

  2. Add multiple components to make the report comprehensive. You can add up to three components per page and 100 report components to a report template.
  3. Add page breaks and rows to the report template to separate data or report template elements.

Step 3: Specify the Data View for the Template

  1. Click Edit on a report template element.

    The Edit <Report Template Element> Step 1: Data View screen appears.

    Note:

    For every component except Static text, the Edit <Report Template Element> Step 1: Data View screen appears. The Edit link in Static Text opens the Edit Static Text screen.

  2. Select the data to query from the Data Views area. For more information on Data Views, see Understanding Data Views.
  3. Click Next.

    The Step 2: Set Query Criteria screen appears.

Step 4: Specify the Query Criteria for the Template

Note:

If you do not specify any filtering criteria, the report returns all results for the applicable columns. Trend Micro recommends specifying filtering criteria to simplify data analysis after the information for the report returns.

  1. Select Custom criteria.
  2. Specify the criteria filtering rules for the data categories:
    • All of the criteria: This selection acts as a logical AND function. Data appearing in the report must meet all the filtering criteria.

    • Any of the criteria: This selection acts as a logical OR function. Data appearing in the report must meet any of the filtering criteria.

  3. Specify the data, the operator, and the specific criteria to filter. Control Manager supports specifying up to 20 criteria for filtering data.

Step 5: Specify the Data to Appear in the Report and the Order in Which the Data Appears

Depending on the selection for the report element, specify the data to display in reports:

  • Bar chart

  • Pie chart

  • Dynamic table

  • Grid table

  • Line chart

Step 6: Complete Report Template Creation

  1. Add or remove Report Template Elements as you require.
  2. Click Save.