Creating Reports

How to Create a Report Definition

1. Select Report in the Network Director banner. The Report Tasks pane opens, displaying the tasks available in the Report mode.
2. (Optional) Select the node on which to run the report in the View pane. Some reports are designed to run at a specific scope in the network tree. For example, if you select an EX Series switch node and attempt to run a Network Neighborhood report that reports on RF strength, the report runs, but is empty.
3. Select Manage Report Definitions in the Tasks pane.

   Table 1 describes the information provided about report definitions on the Manage Report Definition page.

Creating a Report Definition

1. Click Add on the Manage Report Definition main page to open the Create Report Definition wizard Basic Settings page.
2. Type a name for the report in the Report Definition Name field. After the report runs, you can find a report by this name in the Generated Reports list. Names can contain letters, numbers, spaces, dashes (-), and underscores (_).
3. Select the report types for the report definition in the Select Report Type area:
   • To add one or more report types:
     1. Click Add. The Assign Report Types window opens.
     2. Select one or more report types from the list in the Assign Report Types window.
     3. Click OK.

        The report types you added appear in the Select Report Type list. Table 2 describes the information about report types that is available in the Select Report Type table.

     Tip: When adding multiple reports types, be sure all of the reports you select are supported for the node type selected in the view pane.

   • To delete one or more report types, select their check boxes in the Select Report Type list, then click Delete.
4. (Optional) Edit the report type options for the added report types by clicking Edit Report Options in the Customize Report Options column. Configure report type options in the Filter Options window, then click OK. Table 3 describes the available report type options.

   Note: For wireless clients, you can specify the search options such as the user name, MAC address, and IP address of the clients to generate the reports. While you are performing the search using the IP address, you can specify the sub-string of the IP address to generate reports of all the sessions having the sub-string as the prefix of the IP address. Similarly, you can fetch complete session details without filters, by specifying ‘.’ r ‘:’. These parameters match all the IPs or MACs and provides complete session details.

5. Click Next or Report Options to set up the report options. You can also click Cancel to exit the wizard. For details on report options, see Setting Report Options.

Setting Report Options

1. Choose from the following scheduling options:
   • Run the report now
   • Select or create a schedule for the report
   • Select to both run the report now and to run the report by a schedule

   Options for report scheduling are shown in Table 4.

   Table 4: Schedule Options for Reports

   Field	Action
   Run Now	Select this option to immediately run the report one time.
   Select Schedule	Select this option to either create a schedule so that it is run at regular intervals, or to select an already established schedule. The Add Schedule link enables you to create a new schedule. The Select button opens Choose Schedule window that displays the currently configured schedules. Select the check box to choose a schedule to use for the report. To associate the schedule to your report, click OK.

2. Establish the report output format and destination.

   Field	Options
   Select Format	A report is available in these formats: PDF–Choose this format If you want to print the report. Portable Definition Format (PDF) enables the report to be printed from any operating system with the same formatting results. CSV–Choose this format if you want to export the report data to a spreadsheet or other business application. The Comma-Separated Values (CSV) format takes the raw data from the report and delineates the fields with commas so that it imports into popular spreadsheet programs. HTML–Choose this format if you want to view the report in a browser. Note: Because reports can be quite large, they are initially delivered as a zipped (compressed) file.
   Mode	Reports can be sent to your e-mail address, to a secure server, or to both. Select EMAIL and type the e-mail address to have the report sent through e-mail. Network Director uses SMTP server settings for e-mail routing. You can configure an SMTP server from the Tasks pane. Select SCP to send the report to the secure server that is marked as active, using Secure Copy Protocol. The settings for secure servers are available in Tasks > Manage SCP Servers.

3. Click Next or Summary to review the report definition.

Reviewing the Report Definition

The Report wizard guides you to the Summary Page where you can review your report configuration and make any changes before you run the report.

1. Review your Report Name and Report Type in basic settings. If you want to change either of these settings, click Edit to return to the Basic Settings page.
2. Review your Report Options. If you want to change these settings, click Edit to return to the Report Options page.
3. Click Finish when you are done with the report configuration and to exit the wizard.

Changing a Report Definition

You can change an existing report definition file from the Manage Report Definition page.

1. Select the check box for the report definition.
2. Click Edit to reopen the report definition in the Report wizard. The system returns you to the Summary page, where you can make changes to the report definition.
3. Click Details to review the details of the report definition or click Delete to remove the report definition. To remove all of the report definitions, select the check box in the header next to Report Definition to select all of the report definitions and click Delete.