Creating And Editing Custom Reports – uPerform On-Premise Manuals

Choose from the following options:

If You Want To	Then
Create a copy of a standard or custom report	Select the report you want to copy. Click Save Report As under Actions on the left menu. Go to the next step.
Create a custom report	Click New Report under Actions on the left menu. Select a report type from the drop-down list. Go to the next step.
Edit a report	Click on the name of the custom or copied report you want to edit. Click Edit Report. Go to the next step.
Delete a custom report	NOTE: By default, you cannot delete standard reports from the Server. Click on the name of the custom report you want to delete. Click Delete Report under Actions on the left menu. At the prompt, click OK. NOTE: Reports are permanently deleted from the Server. You cannot recover a deleted report.

Complete/edit the following fields:

Field	Description
Report Name	Enter a unique name for the report. NOTE: This field displays as Name when editing a report.
Description	Enter an optional description for the report.
Report Type	Select a report type. NOTE: This field cannot be modified when creating a report using Save As or editing a report.
Include Properties from Template	Optionally, select the template associated with the report from the drop-down list. This gives you the ability to create filters using template properties.
Include Properties from All Templates	Select this option to determine if you want to search properties for all templates. Deselect this option to specify that you want the search performed only on the template selected in the Template drop-down list.

Click Next.
Use the arrow keys to select and order the columns to be included in the report.

NOTE:

Custom template properties are noted with an asterisk (*).
Click Next.
Add one or more filters to the report by setting the Field Name, Condition, and Value for each.

Select a condition from the following list:

Field	Description
After	After the selected date. Select a date from the calendar.
Before	Before the selected date. Select a date from the calendar.
Contains Any	Contains any of the keywords.
Contains All	Contains all of the keywords.
Does not Contain	Does not contain any of the keywords.
In the last day	Returns only items modified in the last day.
In the last week	Returns only items modified in the last week.
In the last month	Returns only items modified in the last month.
In the last three months	Returns only items modified in the last three months.

Perform one of the following to set the filter value:

If You Want To

Then

Specify the field name as a variable object when generating reports

Select the Variable radio button.

NOTE: You cannot enter a value.

Specify the field name as a fixed object when generating reports

Select the Fixed radio button.
Enter a value in the next field.
NOTE: To search for the exact text entered, put double quotes around the text. Use a comma to separate multiple values.

Perform any of the following:

If You Want To

Then

Add more filters

Repeat steps 7-9 above.

Save the report

Click Save.

NOTE: Refer to Viewing/Exporting Reports for information on viewing the report output.