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