Customize an existing report

Use the Report Definition Builder to customize existing Patch Manager reports and refine or expand the results. The following example describes how to customize a Computer Update Status report to only include updates that are required but not installed.

  1. Log in to the Patch Manager Admin Console.
  2. In the navigation pane, expand Administration and Reporting  > Reporting > WSUS Reports.

  3. Select Windows Server Update Services Analytics.
  4. In the center pane, select Computer Update Status.
  5. In the Actions pane, click Edit and Schedule Report.

  6. Using the horizontal bar in each field, drag the Domain or Workgroup (Update Server) and Name (Update Server) fields to the bottom of the list.

  7. Drag the Computer Name field to the top of the list.

  8. Set the report to sort by the Computer Name column.

    Click Not Sorted next to Column Name and select Sort position 1 > Ascending.

  9. Add the Update ID field to the report:
    1. Click [+] at the bottom of the first column, adding a new field.
    2. Click Select Field and select Computer Update Status > Update ID.

  10. Add a filter to the report for updates to install upon approval.

    1. Click [+] under Select the filter criteria for the report.
    2. Click Select Field and select Computer Update Status > Update Approval Action (Friendly Name).
    3. Click Select Operator and select equals.
    4. Click <Enter Value> and select Enter Value.
    5. In the text box, enter Install and press <Enter>.

  11. Add a filter to the report for updates with states that are not Installed or Unknown.

    1. Click [+] next to the existing filter.
    2. Click Select Field and select Computer Update Status > Update Installation State (Friendly Name).
    3. Click Select Operator and select does not equal.
    4. Click <Enter Value> and select Enter Value.
    5. In the text box, enter Installed and press <Enter>.
    6. Click the arrow next to Update Installation State (Friendly Name) and select Place in New Group.
    7. Click [+] and then click Select Field.
    8. Click Select Field and select Computer Update Status > Update Installation State (Friendly Name).
    9. Click Select Operator and select does not equal.
    10. Click <Enter Value>, and then select Enter Value.
    11. In the text box, enter Unknown and press <Enter>.

  12. Click Next.
  13. In the Report Name field, enter a unique name.

    For example, Computer Updates – Approved Not Installed.

  14. Click Save and run report now, and then click Finish.
  15. Examine your report in the Report Results tab and customize the layout (if required).
    See Using Patch Manager Report Viewer for additional details.