Create Report Profiles

Use the local or global Create Report Profile screen to create report profiles.

To create local or global report profile:

1. Access local or global reports.

2. On the leftmost menu under Local Report Profile or Global Report Profile, click Create <report profile>.

3. Provide the information required by the following tabs:

• Contents

  1. In the working area under the Contents tab, type a name for the report in the Report name field to identify the profile on the Local Reports screen.

  2. Type a title for the report in the Report Title field (optional).

  3. Type a description of the report profile in the Description field (optional).

  4. Specify settings for one of the following:

  To configure settings for New CM 3.0 reports

  1. Select New CM 3.0 Reports.

  2. Select the reports to generate and configure the settings that accompany the report.

  To configure settings for original CM 3.0 reports

  1. Select CM 3.0 Original Reports.

  2. Select the report to generate.

  5. Select the output format for the report.

  6. Click Next > to proceed to the Targets tab.

• Targets

  1. On the working area under the Targets tab, select the target of the local or global report profile:

  2. Select the managed products or folders (for Local Report Profile)
     
     The profile will only contain information about the managed products or folders selected.

  • Select the child servers (for Global Report Profile)
    
    The profile will only contain information about the child servers selected. Select the parent server to include all child servers' managed product in the profile.

  2. If you are creating a report profile for NVW devices, select the machines that will the report will include:

  3. All clients: All clients the selected NVW protects

  4. IP range: Select the IP range of the clients you want to include in the report

  5. Segment: Select the IP range and segment of the clients you want to include in the report

  3. Click Next >.

• Frequency

  1. On the working area under the Frequency tab, specify how often Control Manager generates this report. The options are:

  2. One-time only— provides information you specified in the From and To dates

  3. Daily — contains information from the creation time (12:00 AM yesterday) up to the current time

  4. Weekly or Bi-weekly— contains 7 or 14 days worth of information; select the day of the week that will trigger the report server to generate a report

  • Monthly— contains 30 days worth of information; select the day of the month (first, 15th, or last day) that will trigger the report server to generate a report

  • Use calendar day —If checked, the start time is 00:00:00 of the first day and the end time is 00:00:00 of the day before generation
    
    If it is not checked, the start time is the same generation hour of the first day and end time is the generation hour of the day when generation occurs

  2. Under Start the scheduler, specify when the Report Server starts collecting information for this report. Select one of the following:

  3. Immediately— the report server collects information as soon as you save the report profile

  • Start at— the report server collects information at the specified date and time

  3. For scheduled reports, click Number of reports to keep and then specify the instance Control Manager will maintain on the server.

  4. Control Manager automatically enables a scheduled report profile. To temporarily disable generating reports, disable scheduled report profiles.

  4. Click Next >.

• Recipients

  1. On the working area under the Recipients tab, select recipients from the existing Control Manager users and groups.

  2. Use to add recipients from the Users and groups list to the Recipient list

  3. Use to remove recipients from the Recipient list

  2. Click Send the report as an attachment to send the report as an attachment. Otherwise, recipients will only receive an email notification about the report being generated.

  3. Click Next >.

4. On the working area under the Summary tab, review the profile settings and then click Finish to save the profile.