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Customizing reports

You can customize reports according to certain desired specifications; for example, you could alter the order of the columns. You may then exit without saving your changes and, therefore, preserve the system defaults. You can also save your changes using one of the following two options:

Option

Description

Defining new default settings

You can define your own defaults for each type of user-generated report. Each user of the system can save his or her own default settings. Define new defaults if you want to change the settings for reports that you run regularly.

For example, if you set new defaults for backup reports, the new settings apply to all subsequent backup reports.

Creating custom reports

Settings saved as a custom report apply only when you execute that particular report. You can create and save multiple custom reports. Create custom reports for reports that you execute less frequently.

For example, for backup reports, you can choose to enable a column indicating whether a backup was synthesized, but you may not want this column enabled for all of your backup reports. In this case, you could create a custom report that you run only when you want to see whether a backup was synthesized.

To customize a report, configure each of the desired options, and then save the settings as the default or as a custom report. (See Saving custom report settings.)

See the following options for customizing reports:

ClosedTo enable/disable report columns

You can enable and disable report columns to customize the information that displays in reports.

Note:  Available columns vary by report.

1 Click Reports in the main menu and select the report you want to customize.
2 Click the Enable/Disable column button in the lower right corner to display the Column Chooser box.
3 Check or uncheck the options as desired.
4 Click Confirm to apply the new settings.
5 If you are finished customizing, skip to the next step.

To continue customizing the report, see To sort reports by a column or by multiple columns, To change the order of columns, or To modify the width of columns. (You can save all of your changes after you have finished customizing the report.)

6 (Optional) Save the settings. See Saving custom report settings for details.
ClosedTo sort reports by a column or by multiple columns

You can sort the columns on a report to provide a more informative view of the report’s data. Manage multiple-column sorting using the column heading (the top row of each column) and the column sort area (the “box” to the right of the column heading). You can also sort in ascending or descending order.

1 Click Reports in the main menu and select the report you want to sort. Notice that each column heading is divided into two sections by a vertical white line, called the column sort area. This forms a “box” to the right of the column name.
2 Click on the column heading to sort the column (alphabetically or numerically, depending on the column information). You see a number and triangle in the column sort area (to the right of the heading).

3 Click on the triangle to resort the column, if necessary.
4 To sort using multiple columns, click on the first column heading you want to use for sorting.

Clicking the triangle in the column sort area toggles between ascending or descending order.

5 Click in the second column sort area (the right side of the column header) for any subsequent columns you want to use for sorting. Repeat for as many columns as you want to use for sorting.

Columns are sorted in the order you select them.

6 If you are finished customizing, skip to the next step.

To continue customizing the report, see To enable/disable report columns, To change the order of columns, or To modify the width of columns. (You can save all of your changes after you have finished customizing the report.)

7 (Optional) Save the settings. See Saving custom report settings for details.
ClosedTo change the order of columns

You can change the display order of columns in a report.

1 Click Reports in the main menu and select the report you want to modify.
2 Click the heading of the column you want to move and drag it to the desired location. Repeat as necessary to reorder the columns.
3 If you are finished customizing, skip to the next step.

To continue customizing the report, see To enable/disable report columns, To sort reports by a column or by multiple columns, or To modify the width of columns. (You can save all of your changes after you have finished customizing the report.)

4 (Optional) Save the settings. See Saving custom report settings for details.
ClosedTo modify the width of columns
1 Click Reports in the main menu and select the report you want to modify.
2 Hover over the border of the column you want to modify.
3 Click and hold to drag the cursor to the right to widen the column or to the left to narrow it.
4 If you are finished customizing, skip to the next step.

To continue customizing the report, see To enable/disable report columns, To sort reports by a column or by multiple columns, or To change the order of columns. (You can save all of your changes after you have finished customizing the report.)

5 (Optional) Save the settings using one of the following procedures: