Creating reports
A report in BMC Helix Continuous Optimization is a document that contains one or more charts, tables of metrics and descriptions for multiple entities for a selected time period.
Charts are produced as a result of analyses, models or of the execution of a scenario or a model. If you use or include certain analyses or models frequently in your reports, save this information for future use as a Report Template. Creating reports from report templates saves time, and helps you create a report quickly.
Report types
To create reports, navigate to Workspace > Domains, Services & Applications > Domain > Works. Use the Report wizard to create the following types of reports:
- Consolidated report by using existing analyses and models
- Based on a report template
- Composite report by using existing reports
To create a report by using existing analyses and models
- In the Works folder, click Add > Add report.
- In the Report wizard, select Report - based on existing Analyses and Models.
- Expand a domain and select the analysis and models to include in the report.
Specify the generation schedule.
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.
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.
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.Page orientation Select the orientation of the report as either Portrait or Landscape.
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 in the Works folder. 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. - Enter a name for the report and complete the report creation.
The following video (3:00) illustrates how to create a report.
Editing report properties
In the Works folder, select the report that you want to edit and click Edit .
Configure values for the following report parameters:
Parameter | Description |
---|---|
Name | Name for the report. |
Description | Description for the report. |
Result Name | Click report result name. You can also remove existing parameters. to select the parameters you want to include in the The following parameters are available for selection:
You can select more than one parameter to include in the report result name. If you do not select any parameter, the %REFDATE% parameter is used as the default for the result name. |
Filename | Click to select the parameters you want to include in the filename. The parameters that are available for Result Name are also available for Filename. If you do not select any parameter, the %REPNAME% parameter is used as the default for the filename. |
Chart grouping | Select how you want to group the report results:
|
Page layout | Select the layout for charts and tables in reports for system-specific analyses or models that contain data for a single system or business driver. The layout option you select determines the number of 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. |
Page orientation | Select the orientation of the report as either Portrait or Landscape. |
Text export options | Select any one of the following options:
|
Include cover page | Select this option to export the cover page of the report. |
Generation schedule | Select an option from the list to change the generation schedule for the report. |
If a result exists | If a result already exists, select whether you want to Overwrite the report, or Skip generating it. |
Export formats | Select the format in which to export the report. You can select more than one format. |
Excel pagination | Available only if you select XLS in the Export formats option. Select whether you want the report in Multiple sheets or Single sheet. |
Send report by email | Select the check box if you want this report to be emailed to addressees specified in the Email recipient fields. |
Email recipient | Available only if you select the Send report check box. Specify the email recipients in the To, Cc and Bcc fields. |
Email subject line | Available only if you select the Send report check box. Click to select the parameters you want to include in the subject line of the email. You can select one or all of the following parameters:
If you do not select any parameter, the %REPNAME% parameter is used by default, in the subject line of the email. Tip Adding the %REPNAME% and %GENDATETIME% parameters in the email subject line enables you to quickly save the report locally, without having to rename it. |
Send report with | If the report result will be emailed, specify the format of the report to be attached in the email. By default, no format is selected. You can select multiple formats. You cannot attach the report in HTML format. |
Insert link to | If the report result will be emailed, specify the format in which you want to insert a link to the report in. By default, no format is selected. You can select multiple formats. |
Compress attachment | Select this check box to compress the attachment to reduce email message size. |
Overview charts page layout | Available when you select Group entity name, then by Analysis/Model in the Chart grouping options. This is an additional layout option available for summary charts of an overview analysis or model. An overview analysis or model contains data for more than one system or business driver. Use this option to select the page layout for the details of each system in the report. Click in the page templates list to see the available layout templates and select any one. Based on the selected page layout template, the system details are arranged in the report. |
Don't resize images | Select this option if you want to maintain the original size of all graphics in the report. |
Access mode | Select which users have access to view or modify the report:
|
The following video (2:15) illustrates how to generate a report and edit the properties of a report.
To create a report by consolidating existing reports
Create a composite report from more than one existing reports that are created in the same or different domains.
- In the Works folder, click Add > Add report.
- In the Report wizard, select Composite Report - based on existing Reports.
- Select the reports to include in the composite report.
- Specify the generation schedule and complete the report creation.
To create a report based on a template
A report template defines the structure of a report, and describes its content in terms of the data to extract, and includes charts, tables, time period information and descriptions. After you create a report template, you can reuse it across different domains and time periods, to create or generate reports based on analyses and models that it contains.
The following video (2:55) illustrates how to create a report based on a template.
Entity filter and Time filter options
Based on the Template group and report template you select in previous step, the Entities filter and Time filter options are shown in the Report wizard.
Select one of the following Entity filter options:
All systems/business drivers in container domain: Include all entities present in the container domain to the report.
- All systems/business drivers in container domain and its subdomains: Include all entities in the container domain and its sub-domain to the report.
- Use a custom entity filter: Include a specific entity from the list to the report.
Select any one of the following time filter options:
If the report template that you have selected in step 5 was originally saved with, or already includes a time filter, skip this step and proceed to set Scheduling options.
- 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: Select a definitive time period using the calendar and manually entering time values in 24-hour HH:MM:SS format. 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 custom time filter properties. The following table describes each property in detail.
Property
Description
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.
To create a report using the Report Cart
- Select Workspace > Domains, Services & Applications > Domain > Works folder and select an Analysis or Model that you want to include in the report.
- In the details page on the right, click Add to Report Cart.
- Click the Report Cart icon at the top-right end of the screen.
The Report Cart page lists all the analyses and models that you added to the Report Cart to add to the new report. - Enter a name and description for the new report.
- Select the domains in which the new report should be created.
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