Creating reports

To create a basic report based on existing analyses and models (With a video)

The following video (1:44) illustrates how to create a by-exception basic report with a time-forecasting model to display resources that are likely to saturate.

 https://youtu.be/9Y3aAXs4uh0

1. Select Workspace > All Domains > domainName > Works folder.
   Details of the Works folder for the selected domain are displayed.
2. In the Works table, select Add > Add report.
   The BMC TrueSight Capacity Optimization Report Wizard opens.
3. On the WELCOME screen, click Next.
4. On the CHOOSE TYPE screen, select Basic Report - based on existing Analyses and Models, and click Next.
   
5. On the Add ANALYSES OR MODELS screen, select analyses or models from the Source navigation tree, and add them to the Selection table using the >> button or by clicking+dragging them. In the Selection table, hover over the analysis or model name, and click X to remove it.
   
6. Click Next.

7. On the SCHEDULING screen, select the following scheduling properties for this report and click Next.

   

   
   Default scheduling options are pre-selected for you. If you want to keep these defaults, you can skip making selections here and proceed to Step 8

   Scheduling options

   Property	Description
   Generation schedule	Select a generation schedule for the report. For example, Weekly reports, to generate this report on a weekly basis. The default value is No automatic generation, which means that the report is not scheduled and you must request a manual generation. The Administrator can modify the list of available generation schedules. For more details, see Editing and managing task schedulers
   If a result exists	Specify how TrueSight Capacity Optimization should handle existing results with the same date: Overwrite: Overwrite existing results. Skip: Skip results with the same date. By default, Skip is selected.
   Export formats	Select the formats that will be available for exporting report results. By default, all formats are selected.
   Excel output version	Specify how the TrueSight Capacity Optimization should handle the Excel output format: Office 2007: Export the report in MS Excel version 2007. By default, this option is selected. Office 2003: Export the report in MS Excel version 2003.
   Excel output format	Available only if you select Office 2003 for Excel output version. Select any one option: Optimized for visual experience (Requires more memory): Visually enhanced report that requires more memory than a standard excel output. Standard: Basic excel report.
   Email recipient	In the To, Cc, and Bcc fields, enter email addresses  of recipients who should automatically receive the report each time it is generated. You can specify multiple email addresses separated by a semicolon. If no recipients are specified, the report results will not be emailed, and will be available for viewing only through the console.
   Email attachment format	If the report result will be emailed, specify the formats of the report to be attached in the email. By default, none of the formats are selected. You cannot attach the report in HTML format
   Email link format	If the report result will be emailed, specify the formats in which you want to insert a link to the report in. By default, none of the formats are selected.
   Compress attachment	Compress the attachment to reduce email message size.
   Page layout	Select the page layout for overview charts. An overview chart contains data for more than one system or business driver. The layout you select determines the the number of columns, or columns and rows, to generate the report in. Click  in the layout templates list  to see the available options and select any one. Based on the selected page layout template, the charts and tables are arranged in the report. For example, if you select , the charts, or tables, are arranged in two columns and three rows. The order of analyses determines the order of the charts in the report.
   Orientation	Select the orientation of the report as either Portrait or Landscape.

8. On the NAME screen, enter a Name and Description (mandatory) for this report and click Next.
   

   

9. On the SUMMARY screen, click Finish to create the report.

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To create a basic report based on a basic report template

1. Select Workspace > All Domains > domainName > Works folder.
   Details of the Works folder for the selected domain are displayed.
2. In the Works table, select Add > Add report.
   The BMC TrueSight Capacity Optimization Report Wizard opens.
3. On the WELCOME screen, click Next.
4. On the CHOOSE TYPE screen, select Based on a Template and click Next.

5. On the TEMPLATE TYPE screen, select the following options and click Next:

   Field	Description
   Template group	Select a template group with which the required basic report template is associated.
   Template	Select the required basic report template.
   Template type	Displays the type of report template you have selected – Basic Report .
   Template description	Displays a brief description about the selected template.

6. ENTITY FILTER screen: Based on the Template group and basic report template you select in step 5, the wizard displays this screen to enable you to select entities to add to the basic report. Under Select the entities, select one of the following options and then click Next:

   1. All systems/business drivers in container domain: Include all entities present in the container domain to the Basic Report.

   2. All systems/business drivers in container domain and its subdomains: Include all entities in the container domain and its sub-domain to the Basic Report.
   3. Use a custom entity filter: Include a specific entity from the list to the basic report.
   4. Use a composition of entity filters: Select specific entities from the list to include in the basic report and then click Add to include multiple entities from the list. You can select either the AND or OR operator for entity inclusion.

7. TIME FILTER screen: Based on the Template group and basic report template you have selected in step 5, the wizard displays this screen to enable you to select a time filter to apply to the report. Under Select the time filter to apply, select any one time filter and then click Next.
   If the basic report template that you have selected in step 5 was originally saved with, or already includes a time filter, you can skip making a selection for this step and proceed to set Scheduling options in Step 8

   • Use existing time filter (global or local): Select a time filter from the list.
   • Specify custom time filter: If you want to specify a custom time filter, select this option, and click Next.
   • Define custom time filter: This screen appears only if you select Specify custom time filter. Select any one of the following options, and click Next.
     
     • In The time period from and to options, select a definitive time period using the calendar and manually entering time values in 24-hour HH:MM:SS format.
     • Time range: Specify a time range by entering The last <n>days/years/months/weeks/hours from execution time. Select Including current day to add the current day to this time range.

   • Advanced custom time filter: Click Advanced in the Define custom time filter screen to enter advanced and highly complex custom time filter properties. The following table describes each property in detail.

     Advanced custom time filter properties

     Property	Description
     Day Class filter	Select a particular day class: HOL: A holiday. SAT: A Saturday. WKD: A weekday.
     Hour Class filter	Select a particular hour class: NIG: Night time. 2300 – 0600 Hrs. EVE: Evening time. 1800 – 2300 Hrs. AFT: Afternoon time. 1200 – 1500 Hrs. MID: Mid-day. 1500 – 1800 Hrs. MOR: Morning time. 0600 – 1200 Hrs.
     Hour filter	Enter selected hours and hour ranges in 24-hr format, separated by commas and grouped using hyphens. For example, 1,5,8,14-19.
     Minute filter	Enter selected minutes and minute ranges (0-59), separated by commas and grouped using hyphens. For example, 25,30,45-59.
     Weekday filter	Select particular days in the week.
     Day of the month	Enter selected days of the month (1-31), separated by commas and grouped using hyphens. For example, 1,5,8,14-19, 28-31.
     Month filter	Select particular months in the year.
     Point class filter	Select a particular hour class: All point classes: Select all point classes. Exclude Value Outliers from time analysis and both Value and Relation Outliers from correlation analysis Only selected point classes: Select between Regular value, Relation Outlier (manual), or Value Outlier (manual).

8. SCHEDULING: Select the following scheduling properties for the report and click Next.

   Default scheduling options are preselected for you. If you want to keep these defaults, you can skip this screen and proceed to Step 9

   Scheduling options

   Property	Description
   Generation schedule	Select a generation schedule for the report. For example, Weekly reports, to generate this report on a weekly basis. The default value is No automatic generation, which means that the report is not scheduled and you must request a manual generation. The Administrator can modify the list of available generation schedules. For more details, see Editing and managing task schedulers
   If a result exists	Specify how TrueSight Capacity Optimization should handle existing results with the same date: Overwrite: Overwrite existing results. Skip: Skip results with the same date. By default, Skip is selected.
   Export formats	Select the formats that will be available for exporting report results. By default, all formats are selected.
   Excel output version	Specify how the TrueSight Capacity Optimization should handle the Excel output format: Office 2007: Export the report in MS Excel version 2007. By default, this option is selected. Office 2003: Export the report in MS Excel version 2003.
   Excel output format	Available only if you select Office 2003 for Excel output version. Select any one option: Optimized for visual experience (Requires more memory): Visually enhanced report that requires more memory than a standard excel output. Standard: Basic excel report.
   Email recipient	In the To, Cc, and Bcc fields, enter email addresses  of recipients who should automatically receive the report each time it is generated. You can specify multiple email addresses separated by a semicolon. If no recipients are specified, the report results will not be emailed, and will be available for viewing only through the console.
   Email attachment format	If the report result will be emailed, specify the formats of the report to be attach in the email. By default, none of the formats are selected. You cannot attach the report in HTML format
   Email link format	If the report result will be emailed, specify the formats in which you want to insert a link to the report in. By default, none of the formats are selected.
   Compress attachment	Compress the attachment to reduce email message size.
   Page layout	Select the page layout for overview charts. An overview chart contains data for more than one system or business driver. The layout you select determines the the number of columns, or columns and rows, to generate the report in. Click  in the layout templates list  to see the available options and select any one. Based on the selected page layout template, the charts and tables are arranged in the report. For example, if you select , the charts, or tables, are arranged in two columns and three rows. The order of analyses determines the order of the charts in the report.
   Don't resize images	Select this option if you want to maintain the original size of all graphics in the report.
   Hide cover page	Select this option if you do not want to export the cover page of the report.

9. Name:  Enter a Name. By default, the name field is populated based on the selected template. You can specify a different name. You must type a Description for this report and click Next.
10. Summary: Click Finish at the summary screen to create the Report.

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To create a composite basic report by using existing basic reports (With a video)

You can create a composite basic report from more than one existing basic reports that have been generated for same or different domain.

The following video (2:00) illustrates the process of creating a composite report based on an existing basic report.

 https://youtu.be/rpERHtNpXkQ

1. Select Workspace > All Domains > domainName > Works folder.
   Details of the Works folder for the selected domain are displayed.
2. In the Works table, select Add > Add report.
   The BMC TrueSight Capacity Optimization Report Wizard opens.
3. On the WELCOME screen, click Next.
4. On the CHOOSE TYPE screen, select Composite Basic Report - based on existing Basic Reports and click Next.
5. On the ADD BASIC REPORT screen, select the basic report from the Source navigation tree, and add them to the Selection table using the >> button or by clicking+dragging them. In the Selection table, hover over the Basic report name, and click X to remove it.
   
6. Click Next.

7. On the SCHEDULING screen, select the following scheduling properties for the report and click Next.

   Default scheduling options are preselected for you. If you want to keep these defaults, you can skip this screen and proceed to Step 8

   Scheduling options

   Property	Description
   Generation schedule	Select a generation schedule for the report. For example, Weekly reports, to generate this report on a weekly basis. The default value is No automatic generation, which means that the report is not scheduled and you must request a manual generation. The Administrator can modify the list of available generation schedules. For more details, see Editing and managing task schedulers
   If a result exists	Specify how TrueSight Capacity Optimization should handle existing results with the same date: Overwrite: Overwrite existing results. Skip: Skip results with the same date. By default, Skip is selected.
   Export formats	Select the formats that will be available for exporting report results. By default, all formats are selected.
   Email recipient	In the To, Cc, and Bcc fields, enter email addresses  of recipients who should automatically receive the report each time it is generated. You can specify multiple email addresses separated by a semicolon. If no recipients are specified, the report results will not be emailed, and will be available for viewing only through the console.
   Email attachment format	If the report result will be emailed, specify the formats of the report to be attach in the email. By default, none of the formats are selected. You cannot attach the report in HTML format
   Email link format	If the report result will be emailed, specify the formats in which you want to insert a link to the report in. By default, none of the formats are selected.
   Compress attachment	Compress the attachment to reduce email message size.

8. On the Name screen, enter a Name. By default, the name field is populated based on the selected template. You can specify a different name. You must type a  Description for this report and click Next.

9. On the Summary screen, click Finish at the summary screen to create the Report.

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To create an advanced report based on an advanced report template (With a video)

The following video (3:54) illustrates the process of creating a report based on an advanced report template.

https://youtu.be/qWkz3trUlQQ?list=PLibAMtD70sYEneM-OP7FtO7PrMH-Ce0PL

1. Select Workspace > All Domains > domainName > Works folder.
   Details of the Works folder for the selected domain are displayed.
2. In the Works table, select Add > Add report.
   The BMC TrueSight Capacity Optimization Report Wizard opens.
3. On the WELCOME screen, click Next.
4. On the CHOOSE TYPE screen, select Advanced Report - based on an Advanced Report Template and click Next.

5. On the TEMPLATE TYPE screen, select the following options and click Next:

   Field	Description
   Template group	Select a template group with which the required basic report template is associated.
   Template	Select the required basic report template.
   Template type	Displays the type of report template you have selected – Advanced Report.
   Template description	Displays a brief description about the selected template.

6. ENTITY FILTER screen: Based on the Template group and basic report template you select in step 5, the wizard displays this screen to enable you to select entities to add to the basic report. Under Select the entities, select one of the following options and then click Next:

   1. All systems/business drivers in container domain: Include all entities present in the container domain to the Basic Report.

   2. All systems/business drivers in container domain and its subdomains: Include all entities in the container domain and its sub-domain to the Basic Report.
   3. Use a custom entity filter: Include a specific entity from the list to the basic report.
   4. Use a composition of entity filters: Select specific entities from the list to include in the basic report and then click Add to include multiple entities from the list. You can select either the AND or OR operator for entity inclusion.

7. TIME FILTER screen: Based on the Template group and basic report template you have selected in step 5, the wizard displays this screen to enable you to select a time filter to apply to the report. Under Select the time filter to apply, select any one time filter and then click Next.
   If the basic report template that you have selected in step 5 was originally saved with, or already includes a time filter, you can skip making a selection for this step and proceed to set Scheduling options in Step 8

   • Use existing time filter (global or local): Select a time filter from the list.
   • Specify custom time filter: If you want to specify a custom time filter, select this option, and click Next.
   • Define custom time filter: This screen appears only if you select Specify custom time filter. Select any one of the following options, and click Next.
     
     • In The time period from and to options, select a definitive time period using the calendar and manually entering time values in 24-hour HH:MM:SS format.
     • Time range: Specify a time range by entering The last <n>days/years/months/weeks/hours from execution time. Select Including current day to add the current day to this time range.

   • Advanced custom time filter: Click Advanced in the Define custom time filter screen to enter advanced and highly complex custom time filter properties. The following table describes each property in detail.

     Advanced custom time filter properties

     Property	Description
     Day Class filter	Select a particular day class: HOL: A holiday. SAT: A Saturday. WKD: A weekday.
     Hour Class filter	Select a particular hour class: NIG: Night time. 2300 – 0600 Hrs. EVE: Evening time. 1800 – 2300 Hrs. AFT: Afternoon time. 1200 – 1500 Hrs. MID: Mid-day. 1500 – 1800 Hrs. MOR: Morning time. 0600 – 1200 Hrs.
     Hour filter	Enter selected hours and hour ranges in 24-hr format, separated by commas and grouped using hyphens. For example, 1,5,8,14-19.
     Minute filter	Enter selected minutes and minute ranges (0-59), separated by commas and grouped using hyphens. For example, 25,30,45-59.
     Weekday filter	Select particular days in the week.
     Day of the month	Enter selected days of the month (1-31), separated by commas and grouped using hyphens. For example, 1,5,8,14-19, 28-31.
     Month filter	Select particular months in the year.
     Point class filter	Select a particular hour class: All point classes: Select all point classes. Exclude Value Outliers from time analysis and both Value and Relation Outliers from correlation analysis Only selected point classes: Select between Regular value, Relation Outlier (manual), or Value Outlier (manual).

8. SCHEDULING: Select the following scheduling properties for the report and click Next.

   Default scheduling options are preselected for you. If you want to keep these defaults, you can skip this screen and proceed to Step 9

   Scheduling options

   Property	Description
   Generation schedule	Select a generation schedule for the report. For example, Weekly reports, to generate this report on a weekly basis. The default value is No automatic generation, which means that the report is not scheduled and you must request a manual generation. The Administrator can modify the list of available generation schedules. For more details, see Editing and managing task schedulers
   If a result exists	Specify how TrueSight Capacity Optimization should handle existing results with the same date: Overwrite: Overwrite existing results. Skip: Skip results with the same date. By default, Skip is selected.
   Export formats	Select the formats that will be available for exporting report results. By default, all formats are selected.
   Excel output version	Specify how the TrueSight Capacity Optimization should handle the Excel output format: Office 2007: Export the report in MS Excel version 2007. By default, this option is selected. Office 2003: Export the report in MS Excel version 2003.
   Excel output format	Available only if you select Office 2003 for Excel output version. Select any one option: Optimized for visual experience (Requires more memory): Visually enhanced report that requires more memory than a standard excel output. Standard: Basic excel report.
   Email recipient	In the To, Cc, and Bcc fields, enter email addresses  of recipients who should automatically receive the report each time it is generated. You can specify multiple email addresses separated by a semicolon. If no recipients are specified, the report results will not be emailed, and will be available for viewing only through the console.
   Email attachment format	If the report result will be emailed, specify the formats of the report to be attach in the email. By default, none of the formats are selected. You cannot attach the report in HTML format
   Email link format	If the report result will be emailed, specify the formats in which you want to insert a link to the report in. By default, none of the formats are selected.
   Compress attachment	Compress the attachment to reduce email message size.
   Page layout	Select the page layout for overview charts. An overview chart contains data for more than one system or business driver. The layout you select determines the the number of columns, or columns and rows, to generate the report in. Click  in the layout templates list  to see the available options and select any one. Based on the selected page layout template, the charts and tables are arranged in the report. For example, if you select , the charts, or tables, are arranged in two columns and three rows. The order of analyses determines the order of the charts in the report.
   Don't resize images	Select this option if you want to maintain the original size of all graphics in the report.
   Hide cover page	Select this option if you do not want to export the cover page of the report.

9. Name:  Enter a Name. By default, the name field is populated based on the selected template. You can specify a different name. You must type a  Description for this report and click Next.
10. Summary: Click Finish at the summary screen to create the Report.

To create a report using the Report Cart (With a video)

The following video (1:48) illustrates the process of creating a basic report by using the report cart.

https://youtu.be/k4eBGX6twOA?list=PLibAMtD70sYEneM-OP7FtO7PrMH-Ce0PL

To add existing analyses and models in a domain to the Report Cart and create a report based on them, perform the following task:

1. Select Workspace > All Domains > Domain > Works folder and select an Analysis or Model (Analysis) you want to include in the report.
2. In the Analysis details page displayed on the right, click Add to Report Cart.
   An information box under the Add to report cart button displays the The analysis has been successfully added to the current report message.
   Repeat this operation for all analyses that you want to include in the new report, and then proceed to Step 3.
3. Click the Report Cart link in the upper right corner of the console, next to Home, to open the Report Cart page.
   The Report Cart page has two tables, Analyses in the report and Models in the report, that list all the analyses that you added to the Report Cart to add to the new report.
   You can delete individual entries by clicking .
4. Under the tables, enter the following properties for the new report that the Report Cart will create:
   1. Name: A name for the new report.
   2. Description: A brief description of the report.
   3. Save in domains: Select the domain(s) in which the new report should be saved. The available domain choices are domains from which you selected the Analysis.
5. Click Save.
   The new report is saved  and is added to the hierarchy under the Works folder of the domain you selected.
   To customize the newly created report, see Editing a report.

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