Adding tables to a custom report using the Web UI

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Follow these steps to add a table to a section of a custom report for managed appliances using the Central Management System appliance Web UI. You can modify the table settings to change the content in the custom report.

Note

You can add a table to a section of a custom report only using the Web UI.

Note

If you want to completely delete a section of a custom report, click Delete in the Configure Section page.

Note

To preview your report, click the toggle button (CM_CustomReports_Toggle_scap.PNG) in the custom report configuration page. Click the button again to return to edit mode.

Prerequisites
  • Access to the Web UI of the Central Management System appliance as Admin, Analyst, or Monitor

  • You have defined the settings for the custom report using the Central Management System Web UI. For details about how to define the settings for the custom report, see Defining custom report settings using the Web UI .

To add a table to a section of a custom report section:
  1. In the Custom Reports page, enter the report title of the report to be modified.

  2. Click Next Step.

  3. In the next page, click Add Section. The Configure Section window opens.

  4. Click the Table icon. In the Visualization Type area, a green check mark indicates that a table is selected.

    CM_CustomReports_AddTableType_scap.png
  5. Click Next. The table section details and settings are displayed.

    CM_CustomReports_ConfigureTableSection_scap.png
  6. In the Section Details area:

    • Enter the name of the table for your custom report section.

    • (Optional) Enter a description to define the report section.

  7. In the Table Settings area:

    • Choose the type of data and table from the Table Type drop-down menu. The available table options depend on the appliance that is connected to your Central Management System appliance.

    • In the Select Table Columns area, select the columns you want to view for the custom report. The available column options are based on the table option you selected.

      Note

      You cannot select the columns to view for the following table types:

      • Appliance Status Report

      • Sensor Status Report

      • Email Counters Hourly Stats

      • URL Counters in Email Hourly Stats

  8. (Optional) To preview the table settings, select the Preview checkbox. The table columns that you selected are displayed.

    CM_CustomReports_ConfigureTablePreview_scap.png

    If you need to refresh the content, click the refresh icon (ALL_Refresh_icon.png).

    This icon also allows you to preview the new settings while the Preview checkbox is selected.

  9. Click Save.

    Note

    If you want to define the filter selection criteria of a table, click Next. For details about how to filter table attributes on a report section, see Defining filters for table attributes on a custom report section using the Web UI .

  10. (Optional) If you want to delete the table section completely, click Delete.

    Click Yes.

    You have the option to generate the report by clicking Generate Report.

    The following message appears:

    CM_CustomReports_SuccessMessage_scap.png

    The custom report is added to the top of the generated custom report list. The report status is displayed as "In progress" in the Generated Custom Reports table. The status is updated as soon as the generated report is available.