Creating reports - BlueCat Integrity - 26.1.0

Address Manager Administration Guide
ft:locale
en-US
Product name
BlueCat Integrity
Version
26.1.0

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

To create a report:

  1. Select the Global tab in the sidebar.
  2. Select Reporting.
  3. Select New.
  4. Under Report Information, set the report parameters:
    • 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.
    • Organization—enter the name of an organization or department to associate with the report.
    • Report description—enter a description for 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.
      • RTF—Rich Text Format text file. When generated, you are prompted to open or save the file.
      • 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.
  5. On the Parameters tab, 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, on the Sorting tab set the sorting parameters for the report.
  7. In the Change control section, add comments if required.
  8. Select Create or Create and add another.
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.