Adding and Editing Reports - BlueCat Address Manager - 8.3.2

Address Manager Administration Guide

prodname
BlueCat Address Manager
version_custom
8.3.2

You can create reports of various types, and customize the report(s) by uploading the logo or brand of your organization.

To add or edit a report:

  1. Select the Administration tab. Tabs remember the page you last worked on. Select the Administration tab again to ensure you are working with the Administration page.
  2. Under Tracking, click Reporting.
  3. Under Reports, click New.
    If editing a report, click the report name. From the Details page, click the report name menu then select Edit.
  4. Under Report Information, set the report parameters:
    • Select Report Type—from the drop-down menu, select a type of report.
      Note: Different fields become available in the Parameters and Sorting sections depending on the type of report you select. For more information on different report types and its parameters, refer to Report Types.
    • Report Title—enter a title for the report.
    • Report Description—enter a description for the report.
    • Organization—enter the name of an organization or department to associate with the report.
    • Output Format—select an output format for the report. The following formats are available:
      • PDF—Adobe Acrobat PDF file. When generated, the report opens in a new browser window where you can use the Adobe Acrobat Reader save function to save the file to your workstation.
      • HTML—Hypertext Markup Language text file. When generated, the report opens in a new browser window where you can use your browser’s view source function to save the file to your workstation.
      • CSV—Comma Separated Value text file. When generated, you are prompted to open or save the file.
      • XLS—Microsoft Excel spreadsheet file. When generated, you are prompted to open or save the file.
        Note: Address Manager reports generated in the CSV file format will be missing the header. Generate the report in Excel (XLS file) to view the proper formatting.
      • RTF—Rich Text Format text file. When generated, you are prompted to open or save the file.
  5. Under Parameters, set the parameters for the report. Different fields become available depending on the type of report you select. For more information on different report types and its parameters, refer to Report Types.
  6. Some reports add a Sorting section to the page. If available, set the sorting parameters for the report.
  7. Under Change Control, add comments, if required.
  8. Click Add to add the report and return to the Reporting page, or click Add Next to add another report.
    If editing a report, click Update to update the report and return to the Reporting page.
Once you have created at least one report, you can customize the report with the logo or brand of your organization. For details, refer to Adding a Custom Logo to Reports.