PowerProtect Data Manager 19.14 Administrator Guide

Report templates

Report templates are used to generate reports. When a template is selected, a particular report type is used. This report type is further modified by applying filters. Report templates and reports belong to either a job-activity category or an asset-protection category.

Built-in report templates

The Report Browser provides six job-activity built-in report templates and four asset-protection build-in report templates. If no reports are listed in a tab in the Report Browser pane, the built-in report templates are displayed. If one or more reports are listed in a tab in the Report Browser pane, the built-in report templates are displayed when a report is generated.

Built-in report templates cannot be edited or deleted, but reports and custom report templates based on them can be edited or deleted.

Custom report templates

Custom report templates can be created, edited, and deleted:

• When a report is generated, a custom report template associated with it is also created.
• If you edit a report from the Report Browser pane, the associated report template is updated.
• To view all custom report templates, go to Reports > Report Templates.
• To edit a custom report template:
  1. Click the name of the template from the Report Templates pane.
  2. After selecting the template, the UI changes to the Report Browser pane with the tab for the associated report selected.
  3. Click and select Edit.
  4. To change the name of the report, click to the right of the name, edit the name, and then click .
  5. To change the description of the report, click to the right of the description, edit the description, and then click .
  6. Update the filters to apply to the report and click Apply.
     NOTE:To reset the filters to their default value, click Reset.
  7. Click and select Save Template.
• To delete a custom report template, select the radio button to the left of its entry in the Report Templates pane and click Delete.

Reports

Learn about the reports that are available in the Report Browser.

The following figure provides an example Jobs Status Summary report.

For each report, you can:

• Filter reports by choosing specific metrics.
• Show detailed information of a summary report.

Generate a report

To generate a report, perform the following actions:

1. To generate a report based on a built-in report template:
   1. Go to Reports > Report Browser
   2. Click Generate Report under the template that the report should be based on.
   NOTE:If you do not see the built-in report templates, click
2. To generate a report based on a custom report template:
   1. Go to Reports > Report Templates.
   2. Click the name of the template that the report should be based on.
3. To change the name of the report, click to the right of the name, edit the name, and then click .
4. To change the description of the report, click to the right of the description, edit the description, and then click .
5. Select the filters to apply to the report and click Apply.
   NOTE:To reset the filters to their default value, click Reset.

Edit a report

To edit a report:

• From the Report Browser pane, select the tab of the report.
• Click and select Edit.
• To change the name of the report, click to the right of the name, edit the name, and then click .
• To change the description of the report, click to the right of the description, edit the description, and then click .
• Update the filters to apply to the report and click Apply.
  NOTE:To reset the filters to their default value, click Reset.

Data collection frequency

PowerProtect Data Manager collects report data at regular intervals. The following table provides information about the type of data that PowerProtect Data Manager collects and the data collection frequency.

Detailed report information and report timing

When you view detailed information by clicking the chart in a summary report, a new report is run and the latest data is displayed. Depending on when the two reports are run, this can result in the detailed report providing a job count that is different from the job count provided by the summary report. If the job counts are different, the job count provided by the detailed report is accurate. You can refresh the summary report page to update its information.

Report Browser options

From the Report Browser pane, click to configure options for your reports.

The following table describes the menu items for reports:

Emailing a report to one or more recipients

To send a report as a .csv file attachment, perform the following steps:

1. From the Report Browser pane, select the tab of the report.
2. Click and select Email. The Email Report window opens.
3. Provide information for Report Name.
4. Provide information for To, Subject, and Body.
5. Click Send.

Scheduling automatic reporting

To automatically send a report as a .csv file attachment on a recurring schedule, perform the following steps:

1. To send a report based on a custom report template, from the Report Templates pane, click the name of the template that the report should be based on.
2. From the Report Browser pane, select the tab of the report.
3. Click and select Schedule. The Schedule Report pane opens.
4. Provide information for Report Name and Schedule Name.
5. Select a daily, weekly, or monthly schedule from the Frequency drop-down list.
6. Provide information for the time of day from the At drop-down lists.
7. If a weekly or monthly schedule is selected, select the day of the week or month from the appropriate controls.
8. Click Next.
9. Provide information for To, Subject, and Body.
10. Click Next to view a summary of the report name, schedule, and email details.
11. Click Set Schedule.