The document discusses the reporting features in Site Manager, including predefined reports for asset list, application summary, asset summary, operating system summary, transactions, and ticketing summary. It provides instructions on how to customize reports by adding, removing, and grouping columns, as well as applying filters and exporting reports to PDF. Key report customization options covered include dragging fields into reports, right-clicking column headers to select columns, and filtering by expression. Saved reports will retain all customizations and be available in the report tree for future use.

1. Site Manager
Reporting
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2. Site Manager User Definable Reporting
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Asset List
Application Summary
Asset Summary
Operating System Summary
Transaction
Ticketing Summary
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3. Asset List Report
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Click Asset List Report on the Report Tree to list all assets. Clicking fields
will expand a list of Columns that can be added to the report.
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4. Adding Columns to a Report
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You have several options to customize your report.
One option is to add/remove columns. To add a column to the report,
expand the Fields section, click your desired column type and drag it into
the report. It will now be displayed all the way to the right of the report
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5. Deleting Columns from the Report
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By right-clicking Asset
Description on the header bar,
you would pull up the following
menu where you can
select/deselect columns to be
displayed. In this case we added
Asset Description from the reports
tree.
Since we added dragged Asset
Description from the reports tree to
the report, it will now always give
you the option of clicking the check
box to quickly remove or add it.
If you don’t save the report, the
fields will go back to the default
settings
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6. Grouping Columns
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Click and drag the
column header up to
the section right above.
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This will now have
every system grouped
by Site Name.
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7. Group Filter Options
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We can even go a couple steps further by adding filters.
Since we have sorted by site, we can now add a filter to only include certain
Operating Systems. For this example we will include all systems running
Microsoft Windows 7 Professional 64-Bit.
First click the icon to add an expression and then click the drop down menu.
We are choosing Operating System For this example
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8. Exporting to PDF
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To export a report to a PDF file click Export Results to PDF. This will open
up a PDF file that you can then save as you wish.
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9. Saving the Report
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At the bottom of the report you will see the option to save the report. Enter
the name of the report and click save as.
It will then appear in the report tree for future use so that all of the columns,
groups, and sorting options will be saved
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10. Application Summary
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Every report can be configured the same way as the previous slides show
you, just with different data. The next few slides will show you examples of
other reports that are offered through Site Manager, beginning with
Application Summary.
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11. Asset Summary
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12. Operating System Summary
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13. Transaction Report
• Expanding Transaction class will allow
you to view the Transaction Report
• Expanding Fields will show the fields
that can be added to the report; Date,
Transactions Details and User.
• This report can be configured the same
way as shown previously by dragging
the Field name into the report.
• Each Field represents a column that
would be added
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14. Ticketing Summary Report
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Expand Fields to display a list of
columns that can be added to the
Ticketing summary report the same
way you would for Transaction and
Asset Reports.
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15. Transactions
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16. Ticketing Summary
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