Once you have selected a report from the Reports menu, you will see a window which lets you configure how the report will be run. At the top of the dialog, there is a drop down menu which shows the report you have selected. If you selected the wrong report by mistake, you could change your mind and choose a different one from this menu.
For any reports involving Usage data, this is the most basic option. Some reports are not “time-based”, so it would not make sense to select a certain interval of time, and the items in this area will be greyed out. For Usage reports you must choose what dates you want to include in the report. You can choose Entire Data Set, but more likely you will want to choose a specific date range. Besides the pre-configured ranges such as Last Quarter, you can also specify Custom, and type in exact dates and times. Generally speaking, the shorter an interval you select, the faster a report will run. The drop down menu in the Date Range section contains the following choices:
Note that if you select a date range, run the report, and then right-click an item in the report and run a second report using the item as a parameter, the selected time range will be carried over to the second report. For example, if you run Usage (COMP x prog) with the date range This Week, then right-click a program in the report called “MyApp”, and select the Usage (PROG x user) report, you will get Usage (MyApp x user), also restricted to this week.
If you simply selected a report from the main reports menu, this pane will initially be empty. However, if you right-clicked a filter and selected the report from the context menu, you will see the filter displayed here. Likewise, if you right-clicked one or more objects and selected the report from the context menu, you will see those objects listed here. You may also drag objects of the correct type from one of the main windows into the list in this pane. The “Aggregated” checkbox is only meaningful when there are multiple objects in this list. If you check it, then all the things you selected will be combined into a single entry with the name “*” in the report results, as opposed to being kept separate. If you have specified a filter, as opposed to specific objects, the Aggregated checkbox will have not effect.
If you have defined Time Sets, you can apply them to most usage based reports. They will either become the top-level groups or the innermost detail, depending on whether you check the “Group time sets at innermost level” option. Suppose you have defined a “Working hours” time set that includes 9-5 Monday through Friday. One way you might use this is to check just this time set, and do not check the checkbox. Then you will see the same report results as usual except that only usage within that time set will be included. On the other hand, suppose you also select “Unspecified times”, and you DO group at innermost level. Then you will get the same report as usual, except that you will see an additional level of detail that will allow you to compare usage during Working hours to usage outside of working hours (“Unspecified times”).
KeyConfigure also gives you the ability to run the internal reports against an external datasource using an appropriate ODBC driver (installed on the KeyConfigure host -Windows or Macintosh) for the target external SQL server. You might want to use this feature if you have a very large site with a lot of usage data. With a huge data set exported to a powerful external database server, queries may perform more quickly than when these queries are targeted to the KeyServer itself.
Please note that this option is remembered between reports! Once you choose a DSN, all internal reports (at least those run from KeyConfigure on this computer) will use this DSN until you subsequently specify internal data and run a report. The Data Source pane contains two radio buttons - Direct from KeyServer, which configures internal reports to use internal data, and Through ODBC, which configures internal reports to use the DSN which you specify. If you select Through ODBC, you must select a DSN which is present on the computer which is running KeyConfigure. Either type the name (if you are sure you know it), or click the Browse button, which will bring up the system interface for selecting a data source. The chosen data source should of course point to the target database which KeyServer exports to.
Note that even if you are using an external data source for KeyConfigure's internal reports, you will still be able to double click on line items in the reports and jump immediately to the corresponding computer and program detail records in KeyConfigure - the KeyConfigure report behavior is exactly the same regardless of whether the report is querying exported data or KeyServer's internal databases.
Use the Columns pane to specify the fields that will be displayed in the report, typically chosen from the listing of "Standard Columns". Many reports join information from 2 data tables so you can also select from the listing of Group Columns or Detail Columns to display additional columns at the appropriate level, Summary or Detail.
The Notes Pane is currently unused.
For a full description of each report, see Reports.