Clicking Reports in the Side Bar navigation of KeyReporter will take you to the Quick Reports where you will see 8 popular reports in tile form in the core pane. Each tile has buttons to run the report, or add the report as a widget to your Dashboard.
This is an easy way to get in to reports, and once you have sampled these you can move on to building custom reports.
Clicking on Build Report under the main Reports side bar item will take you to the custom report builder. The intent is to have every bit of power and flexibility that you have in KeyConfigure for report construction, but in a clean modern web UI.
The very first thing you need to do is choose a report type. As the text in the core pane explains, this is done using the Search in the Header Bar. Remember, this is used universally in KeyReport to search for things in the current navigation context, so first we search for a Report and then choose the criteria to build it. The Report Criteria sub pane on the left can lead you through each aspect of a report. Icons and text mark each item, followed by the selection you have made for it.
Very simply, which Report type you want to run. Once you pick a report a short description will be shown in the core pane. You can change the selected report by using the top Search bar to find and pick a different one.
In this screen you can set several options that have important effects as detailed below. It is important to note that the Scope set in the header bar will apply to the Report you run, much like setting a Target. This has special interaction with Time Sets.
This screen lets you pick the date range (if applicable) for the Report. There are several preset ranges and you can build your own range. Any custom date ranges created in KeyConfigure will also appear here. Creating custom ranges for things like semesters can be useful for often re-used dates.
Not to be confused with the Date Range of the report, Time Sets have a special function. These allow you to narrow the report time from 24/7 during the selected date range, to specific days of the week, and hours of the day. One example would be making a time set that is class times in a lab that are distinct from the lab open hours. This would let you run a report of use during the class or classes and compare to overall use of the lab. See the documentation on Time Sets for more details on how to create them in KeyConfigure. You can also create time sets on the fly.
The target of the report is the Division or computer(s) you want to include in the report results. Use the pane search bar in this panel to look for targets and select them for inclusion. As you add them, they appear in a list, and can be removed by clicking their x. The Aggregate option will collapse distinct targets into a composite result. That is, instead of each division or computer you targeted being a separate expandable item under which you had for example Product use (i.e. use by target), you would simply have total Product use of each product for all targeted items (total use of all targets as one).
Note that while the report builder in KeyReporter is robust, there may be some very advanced options only available by building a report in KeyConfigure. One such item is the ability to add a Filter to the report Target.
If you have defined Division Tags in KeyConfigure, they will appear here. These can be used in a similar way to the Computers window in KeyConfigure to filter results. That is, if you Target a Division, then select a Tag, your results will only include the computers with that Tag in that Division. This allows for very granular reporting of systems.
Various report specific options are available here, like ignoring Usage shorter than x seconds and using division from usage event (instead of current division). Note that not all reports will have additional Options.
Simply, you can choose which columns are shown in the final report. Hardware is a great one to look at for this as it has a lot of available columns, and you may only want a couple of them for a specific purpose. The + and x buttons can be used to add and remove, or simply drag and drop to set which are used and in what order. You can change columns after a report runs as well, but setting the desired columns in a saved report is most convenient.
These are arbitrary notes you can save in the report as a detailed description or purpose notation. However, if you save as a one-click or use the report in a Widget the notes will show in the widget to serve as a description.
Here you can specify one or more addresses to email the report to (separate with comma or semicolon). This is most useful for sending an alert that a new version of a scheduled report is available. The email will contain a link to the completed report to be viewed in the Web UI. Note that this requires proper access to view the folder the report is stored in (public or authenticated access). Briefly, if you create a new report Folder in the Saved Reports window it will have view access for the Guest view, so using that as the Save location will allow any email recipient to access the emailed link as long as Guest is enabled in the Web UI. You can also have the report attached to the email in a number of formats. Note that Text can often be more useful in Excel than Excel format due to data formatting, depending if you want readability or raw data for manipulation.
There is a small button in the lower left of the report builder sidebar. Clicking this will download a text file that is a descriptor of all the current choices set above in the builder. This can be sent to another user who can drag the file onto this button to load the settings into the builder. In some cases this may be preferable to setting up shared folders for saving report templates which requires ACL configuration.
Once a report has been run you will see a few tool options in the Ribbon bar at the top. The available buttons and options will depend on the type of report you ran.
On the Left:
On the Right:
Any report you saved or saved the results (see Folder above) will show under the Saved Reports section of KeyReporter. You can filter on the type of report and the folder the report was saved in to narrow the display list. Additionally you can filter on the timeframe the report was created using the drop down in the upper right with the clock icon.
You can drag and drop reports to other folders to move them around. Note Folders must be created (and ACLs set) in KeyConfigure.
You can drag to the Trash and they will be deleted on a clean up schedule. If you hover the item you're dragging on the Trash you will note a small alert icon to the right side. Dropping onto that (will highlight red) will activate a delete immediately option. Mass deleting of reports if often easier in KeyConfigure.
Saved reports will have a variety of options available depending on if they are saved results or saved templates (on demand). You can edit templates, run if they are on demand, and access other options from the popup menu on the left like downloading completed items or creating similar reports based on the criteria.
The star icon in the When column indicates the option to replace previous runs is enabled.
For full description of all available reports see Reports.
For a comparison to building reports in KeyConfigure see Report Builder Window.
For managing reports in KeyConfigure see Reports Window.