9.2.4. Create a Tabular ReportΒΆ

  • We open the Create a Custom Report dialog box.

  • We are going to create a Tabular Report called Computer Asset List that lists all computers managed by a particular Technician, group by Product.

  • Following is our selections/inputs for the sections in Create a Custom Report dialog box and New Custom Report page:

Values

Section Name

{Name of the Report}

Add a Name to the Report

Asset and Computer (Sub-Asset Type)

selecting a module

Tabular Report

selecting report type

Asset (Selecting a folder)

Setting the Folder of a Report

Description of the Report

Editing the Description of a Report

Portrait

Setting Layout of a Report

Report shared with three Technicians.

report visibility

Created Time

filter data with time

Technician name

Apply Filters with Single Module

Product

grouping of data

(Sort of Status column) Ascending

Sorting Columns
figure 9

  • Scroll down to the Select Column section of the page.

figure 10

  • Each module has different columns to select. In Asset, you get different columns for each Asset Type; there could be hidden columns that you have to un-hide by checking the relevant boxes.

    You can also search for a column using the search bar in the Report Columns section.

  • We select three columns for this Report. We can rearrange them using drag & drop. We finalize our selections by clicking on Done.

figure 11

  • Before creating the Report, we apply the sort function to the Status column; this will sort the entire report.

  • We save the Report by clicking on Create.

The process to create a Report is same for all the modules in the system. We get the following Report when we preview for the past 3 months.

figure 12