Adding Control Manager 5 Report Templates

Control Manager 5.0 templates allow greater flexibility for report generation than previous versions of Control Manager templates. Control Manager 5.0 templates directly access the Control Manager database, providing users the opportunity to create reports based on any information the Control Manager database contains.

To add a Control Manager 5 report template:

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

   1. Mouseover Logs/Reports. A drop-down menu appears.

   2. Click Report Templates from the menu. The Report Templates screen appears.

   3. Click Add. The Add Report Template screen appears.

   4. Type a name for the report template in the Name field, under Report template.

   5. Type a description for the report template in the Description field, under Report template.

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

   1. Drag-and-drop a report template element from the Working Panel to add to the report template:

   2. For every component except Static text, the Add Database View > Step 1: Set Query Criteria screen appears. Selecting Static text opens the Add Static Text screen.

   3. Bar chart: Report data displays in a bar chart

   4. Pie chart: Report data displays in a pie chart

   5. Dynamic table: Report data displays in a table similar to a pivot table

   6. Grid table: Report data displays in a table like an Ad Hoc Query table

   7. Line chart: Report data displays in a line chart

   8. Static text: Static text which the template creator generates. This could be a summary of the information that the report presents.

   • Add multiple components to make the report comprehensive.

   2. Add page breaks and rows to the report template to separate data or report template elements.

3. Specify the data view for the template.

   1. Click Edit on a report template element. The Edit <Report Template Element> screen appears.

   2. Select the data to query from the Data Views area.

   3. Click Next. The Step 2: Query Criteria screen appears.

4. Specify the query criteria for the template.

   Specify the Custom Criteria:

   1. Select Custom criteria. The custom criteria options appear.

   2. Specify the criteria filtering rules for the data categories from the Match field:

   3. All of the criteria: This selection acts as a logical AND function. Data appearing in the report must meet all the filtering criteria.

   4. 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 filtering criteria for the data. Control Manager supports specifying up to 20 criteria for filtering data.

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

   Data views are tables filled with information.  Each heading in a data view acts as a column in a table. For example the Spyware/Grayware Action Result Summary has the following headings:

   • Action Result

   • Action Taken

   • Infection Destination Count

   • Infection Source Count

   • Virus/Malware Detection Count

   As a table a data view takes the following form with potential sub-headings under each heading:

   Action Result	Action Taken	Infection Destination Count	Infection Source Count	Virus/Malware Detection Count

   This information is important to remember when specifying how data displays in a report template. When specifying an Aggregate by value you have the following options:

   • Sum of value: Used for any column with the word "Count" included in the name (example: Infection Destination Count, Virus/Malware Detection Count). The data in the rows for these columns are integers. All values in the columns are added for the total result.

   • Total number of instances: Used for any column without the word "Count" included in the name (example: Action Taken, Action Result). The data in the rows for these columns are text. All rows in the table are used for the result.  

   • Unique number of instances: Used for any column without the word "Count" included in the name (example: Action Taken, Action Result). The data in the rows for these columns are text. Only unique rows in the table are used for the result.

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

   • Bar chart:

     1. Click Next. The Add Bar Chart > Step 3 Specify Design screen appears.

     2. Type a name for the bar chart in the Name field.

     3. Drag-and-drop items from the Drag Available Fields list to the following areas:

     4. Data Field

     • Series Field

     • Category Field

     4. Specify the display settings for the Data Field properties.

     1. Type a meaningful label for the Data Field.

     2. Specify how data displays for Data Fields from the Aggregated by drop-down list:

     • Total number of instances: Specifies that the total count for the number of incidents is used for the results

     • Number of unique instances: Specifies that only the count for distinct items is used for the results

     • Sum of value: Specifies that the sum of all the values in the "Count" of a Data View column is used for the results

     • Example: OfficeScan detects 10 virus instances of the same virus on one computer. The Count number of row would display 10, while Count distinct row displays 1.

     5. Specify the display settings for the Series Field properties.

     1. Type a meaningful label for the Series Fields.

     6. Specify the display settings for the Category Field properties.

     1. Type a meaningful label for the Category Field.

     2. Specify how to sort data in the chart from the Sorting drop-down lists:

     • Aggregation value: Specifies data sorts from the data appearing in the Category fields.

     • Category name: Specifies data sorts from the alphabetical value of Category names.

     • Ascending: Specifies data sorts in ascending order.

     • Descending: Specifies data sorts in descending order.

     3. Specify how many items display in the Categories Fields by selecting Filter summarized result and specifying a value in the Display top text box. Default value is 10.

     4. Select Aggregate remaining items to put all items that fall outside the top results in to a single category.

     7. Click Save. The Add Report Template screen appears.

   • Pie chart:

     1. Click Next. The Add Pie Chart > Step 3 Specify Design screen appears.

     2. Type a name for the pie chart in the Name field.

     3. Drag-and-drop items from the Drag Available Fields list to the following areas:

     4. Data Field

     5. Category Field

     4. Specify the display settings for the Data Field properties.

     1. Type a meaningful label for the Data Field.

     2. Specify how data displays for Data Fields from the Aggregated by drop-down list:

     • Total number of instances: Specifies that the total count for the number of incidents is used for the results

     • Number of unique instances: Specifies that only the count for distinct items is used for the results

     • Sum of value: Specifies that the sum of all the values in the "Count" of a Data View column is used for the results

     • Example: OfficeScan detects 10 virus instances of the same virus on one computer. The Count number of row would display 10, while Count distinct row displays 1.

     3. Specify the display settings for the Category Field properties.

     1. Type a meaningful label for the Category Fields.

     2. Specify how to sort data in the chart from the Sorting drop-down lists:

     • Aggregation value: Specifies data sorts from the data appearing in the Category fields.

     • Category name: Specifies data sorts from the alphabetical value of Category names.

     • Ascending: Specifies data sorts in ascending order.

     • Descending: Specifies data sorts in descending order.

     3. Specify how many items display in the Categories Fields by selecting Filter summarized result and specifying a value in the Display top text box. Default value is 10.

     4. Select Aggregate remaining items to put all items that fall outside the top results in to a single category.

     5. Click Save. The Add Report Template screen appears.

   • Dynamic table:

     1. Click Next. The Add Dynamic Table > Step 3 Specify Design screen appears.

     2. Type a name for the table in the Name field.

     3. Drag-and-drop items from the Drag Available Fields list to the following areas:

     4. Data Properties

     5. Row Properties

     6. Column Properties

     4. Specify the display settings for the Data Properties.

     1. Specify how data displays for Data Fields from the Aggregated by drop-down list:

     • Total number of instances: Specifies that the total count for the number of incidents is used for the results

     • Number of unique instances: Specifies that only the count for distinct items is used for the results

     • Sum of value: Specifies that the sum of all the values in the "Count" of a Data View column is used for the results

     • Example: OfficeScan detects 10 virus instances of the same virus on one computer. The Count number of row would display 10, while Count distinct row displays 1.

     5. Specify the display settings for the Row Properties.

     1. Specify how to sort data in the table from the Sorting drop-down lists:

     • Aggregation value: Specifies data sorts from the data appearing in the rows.

     • Header title: Specifies data sorts from the alphabetical value of rows.

     • Ascending: Specifies data sorts in ascending order.

     • Descending: Specifies data sorts in descending order.

     2. Specify how many columns display by selecting Filter row and specifying a value in the Display top text box. Default value is 10.

     3. Select Aggregate remaining items to put all items that fall outside the top results in to a single category.

     6. Specify the display settings for the Column Properties.

     1. Specify how to sort data in the table from the Sorting drop-down lists:

     • Aggregation value: Specifies data sorts from the data appearing in the columns.

     • Header title: Specifies data sorts from the alphabetical value of columns.

     • Ascending: Specifies data sorts in ascending order.

     • Descending: Specifies data sorts in descending order.

     2. Specify how many items display in the Categories Field by selecting Filter summarized result and specifying a value in the Display top text box. Default value is 10.

     3. Select Aggregate remaining items to put all items that fall outside the top results in to a single category.

     7. Click Save. The Add Report Template screen appears.

   • Grid table:

     1. Click Next. The Add Grid Table > Step 3 Specify Design screen appears.

     2. Type a name for the table in the Name field.

     3. Specify which columns appear in the table in which order.

     4. Click Save. The Add Report Template screen appears.

   • Line chart:

     1. Click Next. The Add Line Chart > Step 3 Specify Design screen appears.

     2. Type a name for the line chart in the Name field.

     3. Drag-and-drop items from the Drag Available Fields list to the following areas:

     4. Data Field

     • Series Field

     • Category Field

     4. Specify the display settings for the Data Field properties.

     1. Type a meaningful label for the Data Fields.

     2. Specify how data displays for Data Fields from the Aggregated by drop-down list:

     • Total number of instances: Specifies that the total count for the number of incidents is used for the results

     • Number of unique instances: Specifies that only the count for distinct items is used for the results

     • Sum of value: Specifies that the sum of all the values in the "Count" of a Data View column is used for the results

     • Example: OfficeScan detects 10 virus instances of the same virus on one computer. The Count number of row would display 10, while Count distinct row displays 1.

     5. Specify the display settings for the Series Field properties.

     1. Type a meaningful label for the Series Fields.

     6. Specify the display settings for the Category Field properties.

     1. Type a meaningful label for the Category Fields.

     2. Specify how to sort data in the chart from the Sorting drop-down lists:

     • Aggregation value: Specifies data sorts from the data appearing in the Category fields.

     • Category name: Specifies data sorts from the alphabetical value of Category names.

     • Ascending: Specifies data sorts in ascending order.

     • Descending: Specifies data sorts in descending order.

     3. Specify how many items display in the Categories Fields by selecting Filter summarized result and specifying a value in the Display top text box. Default value is 10.

     4. Select Aggregate remaining items to put all items that fall outside the top results in to a single category.

     7. Click Save. The Add Report Template screen appears.

6. Complete report template creation.

   1. Add or remove Report Template Elements as required.

   2. Click Save.