Automation Platform Tasks

Create a new report

5 minute read

Use this page to create a new report. Select one of the report-type tabs to begin.

Multiple Series Report

Field and pull-down menu descriptions:

Field/Menu NameDescription

Report Title

This is your report title. Type over the default report name, choosing any unique name for your report.

Do not use special characters in the report title. Some examples of special characters are : / ? # [ ] @ !, $ & ' ( ) * + , ; =

Saved Filter

  • Project—Click your mouse inside this field to see a list of projects from which to make a selection.

  • Filter—After selecting a project, this drop-down menu will contain any available filters for this project.

Time Period

Use the drop-down menu to select the time period.

Create thumbnail?

Check this box if you would like to make a thumbnail view of this report available on your Home page.

Object Type

Use the drop-down menu to select an object.

Table column choices

  • Chart Type—Use the drop-down menu to choose the chart type.

  • Function—Use the drop-down menu to choose the function you need.

  • Property Name—Use the default property value or delete the text and click your mouse in the blank field to see a list of possible properties.

  • Display Name—You can choose a different unique Display Name.

  • Stacked—Select this checkbox to see your report results "stacked" versus overlaid.

  • The "X" icon—Click this icon to delete any row you no longer need.

Add Series button

Select the Add Series button if you would like to create additional table entries for additional report information.

Chart Options

Use the down-arrow to adjust the Time Grouping and see the defaults for the X and Y axis.

Table Options

Use the down-arrow to adjust the Time Grouping and see the default for the Time Column label.

Advanced

Use the down-arrow to select a Locale or add a Credential. Delete the Resource if you choose, then click your mouse in the blank field to see a list of other resources you might prefer to use.

Run Report button

Use this button to go to the Job Details page to run the report.

Create Schedule button

This button displays a box with a default schedule name that you can change if you choose. Click OK to go to the Job Details page.

Cancel button

Use this bottom to cancel the create report operation.

Category Report

Field and pull-down menu descriptions:

Field/Menu NamesDescription

Report Title

This is your report title. Type over the default report name, choosing any unique name for your report.

Do not use special characters in the report title. Some examples of special characters are : / ? # [ ] @ !, $ & ' ( ) * + , ; =

Saved Filter

  • Project—Click your mouse inside this field to see a list of projects from which to make a selection.

  • Filter—After selecting a project, this drop-down menu will contain any available filters for this project.

Time Period

Use the drop-down menu to select the time period.

Create thumbnail?

Check this box if you would like to make a thumbnail view of this report available on your Home page.

Object Type

Use the drop-down menu to select an object.

Object Property

You can delete the default value and click your mouse inside the blank field to see a list of properties from which to choose.

Advanced

Use the down-arrow to select a Locale or add a Credential. Delete the Resource if you choose, then click your mouse in the blank field to see a list of other resources you might prefer to use.

Run Report button

Use this button to go to the Job Details page to run the report.

Create Schedule button

This button displays box with a default schedule name that you can change if you choose. Click OK to go to the Job Details page.

Cancel button

Use this bottom to cancel the create report operation.

Count Over Time Report

Field and pull-down menu descriptions:

Field/Menu NameDescription

Report Title

This is your report title. Type over the default report name, choosing any unique name for your report.

Do not use special characters in the report title. Some examples of special characters are : / ? # [ ] @ !, $ & ' ( ) * + , ; =

Saved Filter

  • Project—Click your mouse inside this field to see a list of projects from which to make a selection.

  • Filter—After selecting a project, this drop-down menu will contain any available filters for this project.

Time Period

Use the drop-down menu to select the time period.

Create thumbnail?

Check this box if you would like to make a thumbnail view of this report available on your Home page.

Object Type

Use the drop-down menu to select an object.

Chart Options

Use the down-arrow to adjust the Time Grouping and see the defaults for the X and Y axis.

Table Options

Use the down-arrow to adjust the Time Grouping and see the default for the Time Column label.

Advanced

Use the down-arrow to select a Locale or add a Credential. Delete the Resource if you choose, then click your mouse in the blank field to see a list of other resources you might prefer to use.

Run Report button

Use this button to go to the Job Details page to run the report.

Create Schedule button

This button displays box with a default schedule name that you can change if you choose. Click OK to go to the Job Details page.

Cancel button

Use this bottom to cancel the create report operation.

Procedure Usage Report

Field and pull-down menu descriptions:

Field/Menu NameDescription

Report Title

This is your report title. Type over the default report name, choosing any unique name for your report.

Do not use special characters in the report title. Some examples of special characters are : / ? # [ ] @ !, $ & ' ( ) * + , ; =

Project

Click your mouse inside this blank field to see a list of projects. This does not have to be the current project.

You can generate reports that show when one project’s procedures call procedures in another project. You can also use the '%' wildcard, for example,

Project: %

or

Project: D%

Procedure pattern

Enter a SQL string match pattern for procedures to include in the report. The default % will use all procedures.

Advanced

Use the down-arrow to select a Locale or add a Credential. Delete the Resource if you choose, then click your mouse in the blank field to see a list of other resources you might prefer to use.

Run Report button

Use this button to go to the Job Details page to run the report.

Create Schedule button

This button displays box with a default schedule name that you can change if you choose. Click OK to go to the Job Details page.

Cancel button

Use this bottom to cancel the create report operation.