Reports Manager Quick Start

Reports Manager is a comprehensive report building application that allows you to customize the default ACL GRC reports, or create your own reports from pre-assembled Views. Reports can also be displayed in Dashboards, which allows you to present users with all of the key information they require from multiple reports in one page. This Quick Start guide is intended for the Report Writer role. It illustrates how to create an Issues by Severity report in Reports Manager, using a pre-assembled View called "Issues."

Note If your Issues View does not have data, you need to add Issues by using Project Manager. For more information, see Adding issues.

Before working in Reports Manager, you need to setup a folder structure for saving reports. You can do this by creating:

• Categories
• Sub Categories

Figure 1 displays the workflow in Reports Manager.

Figure 1. Workflow in Reports Manager

1. Create a report​​

1. Select Create > Report.

2. Select a View

1. Select Issues from the available Views.\ For more information on Views, see About Views.

3. Configure Report Options

1. Under Report Options, select the following options:

2. Display Data As - Table and Chart

3. Data Output - Column Based
4. Analysis - No Drill
5. Report Type - Regular

4. Configure Report Data

1. Expand the folders in the Data Fields list.

2. Drag and drop the following fields under Columns:

3. Severity

4. Project Name

5. Issue Title

6. Select Issue Title and click the Count icon .

7. Click the right arrow to navigate to the Preview page.

5. Add a chart to a report

1. Click Edit > Chart in the Reports Manager toolbar.
2. Click Chart.
3. Select a Chart Typefrom the drop-down list.
4. Select the appropriate chart.
5. Click Save.

6. Complete the following:

7. Select the appropriate fields from the drop-down lists in the Select Data section and click Refresh.

8. Select the appropriate series from the drop-down list in the Series Settings section and click Refresh.

9. Use the Chart Builder toolbar to customize chart formatting and display.

10. Click the "x" in the Chart Builder toolbar.

11. Save the report

1. Select Report > Save in the Reports Manager toolbar.
2. Enter a name, description, and tags for the report.
3. Save the report to a Category and Sub Category.
4. Click Activate to make the report available to users with the appropriate access rights, or click Draft to save the report and keep it private.
5. Export the report

What to do next

• Create a Dashboard - A typical Dashboard is designed with high level reports and users can drill down to more detail when required.
• Share a report - Distribute or email a report from Reports Manager to other registered users or external parties.
• Broadcast a report - Set​ a schedule for the report to be emailed to selected users on a recurring basis.