Creating Job Reports

Use the Manager to generate detailed reports on data transfer activity. Reports can customized to meet your organizational requirements by filtering and ordering the information included in the report view.

Creating or Editing a Report

To create or edit a report:

1. In the Manager, navigate to Jobs > Reports.
2. Click Add to create a new report or select an existing report and click Edit.
3. Define settings on the Filter Definition, View Definition and Schedule tabs.

Filter Definition

1. Enter a Report View Name.

2. Select the Time zone for the report.

3. Enable Display detail records to display the records in group totals.

4. Choose the Report Data Units. The default is Bytes.

5. Choose the Report Transfer Rate units. The default is Bytes/sec.

6. Specify any Definition Fields by choosing all or any under Match all/any of the following:

   • Depending on the value you select, you can specify whether the item equals, does not equal, starts with, does not start with, contains, is in or is not in a value specified in the <empty> field. You can also specify whether the date of the item is on, is before, is before or on, is after, is after or on a specified date, or is in the past.

   Note: With the date option, you can choose just the date and not the time. If you do not specify a time, the filter specifies 12:01 am of the appropriate day.

   • Click the plus signs to add criteria fields. Click the x to delete them.
   • To add matching fields to create complex queries, click New Folder. More complex queries may take longer to complete. If criteria fields contradict each other, you may end up with fewer or more results than you anticipate.

View Definition

1. Select the attributes to appear in the job report view.

   Note: You can change the order in which the attributes appear by dragging and dropping them into the desired order.

2. Click Group by First or Group by Second beside the attribute by which you want the report results grouped.

3. Click the Sum, Average, Minimum, and/or Maximum columns to view summary totals for fields that allow you to specify this value. If you do not choose to have any summarized fields, the report displays a total record count.

Schedule

1. Select Enable to schedule the report.
2. Select a Report Name Format that includes just the report name, or the report name plus the date or date/time.
3. Choose to Format the report in HTML, CSV, or XML.
4. Select the Maximum Rows to appear in the report. The minimum number of rows is 10 and the maximum is 5000.
5. Specify the Start Time and/or Frequency of report runs:
   • None: Use for a job that needs to be scheduled, but is run only at irregular, user-defined times.
   • Hourly, Daily, Weekly, Monthly, Yearly: Run the job once every selected interval.
   • Monthend: Run the job once every last day of the month.
   • Once: Run the job only once at start time.
   • Every x interval: Run the job every x interval, the first of which is the Start Time for the job. Intervals may be minutes, hours, days, weeks, months or years.
   • X <day> of the month: Run the job on a certain day every month.
6. Specify a Time zone for the report schedule.
7. To send report details by email, select Enable send email and click the Email tab to specify email recipients.
8. To write the scheduled report to a designated folder, select Enable save to folder, click the Write To Folder tab and browse to the Folder Path.

Working With Reports

The Manager includes options to view, download, save, and email a job report. To create a new job report that is similar to one that already exists, copy an existing report and modify it.

Access your most frequently used job reports by publishing them. When publishing a report, a new entry is added to the selected menu that uses the name of the report published. Clicking the new link in your selected menu opens the report and allows you to view, email and download it.

To view a job report:

In Jobs > Reports, select the report and click View Report.

To download a job report:

1. In Jobs > Reports, select a report and click View Reports.
2. In the Job Report View - All Jobs window, click Download and choose to Open or Save the file.

To save the report in CSV or XML format:

In Jobs > Reports, select the job report and click CSV Report or XML Report.

To email a job report to yourself or others in your organization:

1. In Jobs > Reports, select a report and click View Reports.
2. In the Job Report View - All Jobs window, click Email, enter email addresses separated by commas, and click OK.

To create a copy of a job report:

In Jobs > Reports, select the report to copy and click Save As.

To publish a job report:

1. In Jobs > Reports, select a report and click Publish Report.
2. In the Publish Report: All Jobs window, select the appropriate Menu in which to include the report and click OK.