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.

Parent topic: Working with Reports

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

Configuring Bar Chart Settings

  1. Click Next.

    The Step 3: Specify Design screen appears.

  2. Type a name for the bar chart in the Name field.
  3. Drag items from the Drag Available Fields list to the following areas:

    • Data Field: Specifies the data that appears along the vertical axis of the bar chart

    • Series Field: Specifies additional data that can appear along the horizontal axis

    • Category Field: Specifies the data that appears along the horizontal axis of the bar chart

  4. Specify the Data Properties for the Data Field:
    1. Type a meaningful label in the Value label field.
    2. Specify how the data displays for Data Field from the Aggregated by 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 displays 10, while Count distinct row displays 1.

  5. Specify the Category Properties for the Category Field:
    1. Type a meaningful name in the Label name field.
    2. Specify how to sort the data in the chart from the Sorting lists:

      • Aggregation value: Sorts the data according to the data values.

      • Category name: Sorts the data according to the alphabetic order of the category names.

      • Ascending: Sorts the data in ascending order.

      • Descending: Sorts the data in descending order.

    3. Specify how many items display in the Categories Field by selecting Filter summarized result and specifying a value in the Display top text box. The default value is 10.
    4. Select Aggregate remaining items to put all remaining items into the group "Other" on the graph.
  6. Specify the Series Properties for the Series Field:
    1. Type a meaningful label in the Label name field.
  7. Click Save.

    The Add Report Template screen appears.

Configuring Pie Chart Settings

  1. Click Next.

    The Step 3: Specify Design screen appears.

  2. Type a name for the pie chart in the Name field.
  3. Drag items from the Drag Available Fields list to the following areas:

    • Data Field: Specifies the total count for data appearing in the chart

    • Category Field: Specifies how the data is separated in the chart

    Example: To provide a graph that displays virus distribution across your network Data Fields would represent the total number of viruses in your network. Category Fields would represent how the total number of viruses would be broken down as a percentage.

  4. Specify the Data Properties for the Data Field.
    1. Specify how the data displays for the Data Field from the Aggregated by 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 Category Properties for the Category Field:
    1. Type a meaningful label in the Label name field.
    2. Specify how to sort the data in the chart from the Sorting list:

      • Aggregation value: Sorts the data according to the data values.

      • Category name: Sorts the data according to the alphabetic order of the category names.

      • Ascending: Sorts the data in ascending order.

      • Descending: Sorts the data in descending order.

    3. Specify how many items display in the Categories Field by selecting Filter summarized result and specifying a value in the Display top text box. The default value is 10.
    4. Select Aggregate remaining items to put all remaining items into the group "Other" on the graph.
  6. Click Save.

    The Add Report Template screen appears.

Configuring Dynamic Table Settings

  1. Click Next.

    The Step 3: Specify Design screen appears.

  2. Type a name for the table in the Name field.
  3. Drag items from the Drag Available Fields list to the following areas:

    • Data Field: Specifies the total count for data appearing in the table

    • Row Fields: Specifies how the data is separated horizontally in the table

    • Column Field: Specifies how the data is separated vertically in the table

    Example: Olivia selects the Data View "Detailed Virus/Malware Information". She does not specify any filtering criteria. She wants a table that displays infected clients, the viruses infecting the clients, and the action taken against the viruses by the managed product. Olivia drags the following fields to the Data, Row, and Column Fields:

    • Data Field: Detections

    • Row Fields: Virus/Malware and Action

    • Column Field: Host

  4. Specify the Data Properties for the Data Field:
    1. Type a name for the Data field title.
    2. Specify how the data displays for the Data Field from the Aggregated by 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 Row Properties for the Row Fields.
    1. Type a name for the Row header title.
    2. Specify how to sort the data in the table from the Sorting list:

      • Aggregation value: Sorts the data according to the data values.

      • Header title: Sorts the data according to the alphabetic order of the header names.

      • Ascending: Sorts the data in ascending order.

      • Descending: Sorts the data in descending order.

    3. Specify how many items display in the Row Fields by selecting Filter summarized result and specifying a value in the Display top text box. The default value is 10.
    4. Select Aggregate remaining items to put all remaining items into the group "Other" on the graph.
  6. Specify the Column Properties for the Column Field.
    1. Type a name for the Column header title.
    2. Specify how to sort the data in the table from the Sorting list:

      • Aggregation value: Sorts the data according to the data values.

      • Header title: Sorts the data according to the alphabetic order of the header names.

      • Ascending: Sorts the data in ascending order.

      • Descending: Sorts the data in descending order.

    3. Specify how many columns display by selecting Filter column and specifying a value in the Display top text box. The default value is 10.
    4. Select Aggregate remaining items to put all remaining items into the group "Other" on the graph.
  7. Click Save.

    The Add Report Template screen appears.

Configuring Line Chart Settings

  1. Click Next.

    The Step 3: Specify Design screen appears.

  2. Type a name for the line chart in the Name field.
  3. Drag items from the Drag Available Fields list to the following areas:

    • Data Field: Specifies the total count for data appearing in the table

    • Series Field: Specifies how the data is separated in the chart along the vertical axis

    • Category Field: Specifies how the data is separated in the chart along the horizontal axis

    Example: Olivia selects the Data View "Detailed Virus/Malware Information". She does not specify any filtering criteria. She wants a chart that displays virus infections over time. Olivia drags the following fields to the Data, Series, and Category Fields:

    • Data Field: Detections

    • Category Field: Generated

    • Series Field: Virus/Malware

  4. Specify the Data Properties for the Data Field.
    1. Type a meaningful label in the Value label field.
    2. Specify how the data displays for Data Field from the Aggregated by 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 Category Properties for the Category Field.
    1. Type a meaningful label in the Label name field.
    2. Specify how to sort the data in the chart from the Sorting list:

      • Aggregation value: Sorts the data according to the data values.

      • Category name: Sorts the data according to the alphabetic order of the category names.

      • Ascending: Sorts the data in ascending order.

      • Descending: Sorts the data in descending order.

    3. Specify how many items display in the Categories Field by selecting Filter summarized result and specifying a value in the Display top text box. The default value is 10.
    4. Select Aggregate remaining items to put all remaining items into the group "Other" on the graph.
  6. Specify the Series Properties for the Series Field:
    1. Type a meaningful label in the Label name field.
  7. Click Save.

    The Add Report Template screen appears.

Configuring Grid Table Settings

  1. Click Next.

    The 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 and in which order the columns appear.
  4. Specify how the columns sort.
  5. Specify the number of items that appear in the table.
  6. Click Save.

    The Add Report Template screen appears.

Step 6: Complete Report Template Creation

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