Defining Custom Reports

Administrators can create custom reports to supplement the standard reports provided with NetMRI. After you create them, custom reports are listed in the Reports –> Report Gallery tab, and can be run immediately or scheduled by any user using the same procedures as standard reports.

To create a custom report, do the following:

1. In the Report Gallery tab, click the Add Custom Report button (in the upper right corner of the Gallery). The Custom Report Wizard appears.
   1. Enter a Title for the report. The title will appear in the Report Gallery tab next to a generic custom report thumbnail.
   2. Enter a Description for the report.
   3. Select a Data Type. This determines which attributes are available in the next steps. A substantial list of data types is available, including data objects such as ARP Table Entries, Best-Origin Routes, CDP Neighbors, Certificate Repository, and dozens of other choices. (With the Data Type list open, you can hover the mouse over an item to see a description.) A single data type can be chosen for a report.
   4. Select a Gallery Category. Choices include the options in the Report Gallery, including Asset, Change & Config, Compliance, Health and Switch Port Management.
2. Click Next. In Step 2 of the Wizard, specify filters to be applied to the data. Do the following for each filter:
   
   1. In the left-most field at the top of the screen, select an attribute. The attributes (With the list open, hover over an item to see its description.)
   2. In the second field at the top, select an operator or a matching condition, depending on the attribute.\
   3. In the right-most field at the top of the screen, enter the value to match or compare against (i.e., the argument for the operator). (If an attribute involves a date or date/time, the argument can be a relative date. See the 15704080 topic.)
      The "matches" or "does not match" operator requires a regular expression as the argument.
      The "contains" or "does not contain" operator requires a string as the argument.
      The "=" and "!=" operators require a numeric or true/false argument. For true, use any of the following: 1, yes, on or true. For false, use any of the following 0, no, off or false.
   4. Click Add to add the term to the filter term list. (Click Delete to delete a term.)
   5. In the left-most field at the bottom of the screen, select the logic for the filter term(s), such as When ALL of the Conditions are Met, which is a logical AND, When ANY of the Conditions are Met, which is a logical OR expression, or Customlogicbuilder....
3. Click Next. To specify the columns to appear in the report, select and order the columns:
   1. To select a column: In the left list, double-click the attribute name (or click the attribute name, then click the button, or drag the attribute name into the right list).
   2. To de-select a column: In the right list, double-click the attribute name (or click the attribute name, then click the button, or drag the attribute name into the left list).
   3. To re-order a selected column: In the right list, drag a attribute name up or down (or click the attribute name, then click the or button).
4. Click Next. You then specify how the rows are sorted. 
   
   1. Open the First Sort Column list, then click the attribute to be sorted. (With the attribute list opened, hover over an item to see its description.)
   2. Select a direction.
   3. As needed, specify Second Sort Column and Third Sort Column.
5. Click Next. This is the final Wizard step.
   1. Review the report specifications.
   2. If you need to change anything, click the <Previous button to return to the step(s) needing to be revised.
   3. If the specifications are correct, click Finish.

The custom report appears in the Report Gallery tab under the specified category. Test the report to make sure it operates.