The SEM reports application interface

This section describes the SEM reports application interface. See About SEM reports for a SEM reports overview and steps to log in to the reports application.

The Reports application features

This topic describes the Reports application interface and its key features.

The following table describes the reports application.

Item Name Description

1

Menu button

Opens, saves, or prints a report. Also provides additional options for your report.

2

Quick Access Toolbar

Contains a set of commands independent of the currently-selected tab. You can customize the toolbar by adding buttons for the commands you use most often and move the toolbar to two different locations. See the Quick Access toolbar for more information.

3

Ribbon

Locates the commands you need to complete a task. Commands are organized in logical groups under tabs. Each tab relates to a type of activity, such as running and scheduling reports, or viewing and printing reports. To save space, you can minimize the Ribbon, displaying only the tabs. See Minimize the ribbon for more information.

4

Settings tab

Helps you select the reports you want to run, open, and schedule. You can also configure reports and the report data source settings.

5

View tab

Provides options to print, export, resize and view a report.

Click this tab after you run a report to view the report contents.

6

Grouping bar

Provides options to group, sort, and organize the reports list.

7

Report list/
Preview pane

Displays a list of standard reports by default. When you select a new report category, the grid displays the reports for your selected category. Use this grid to select report that you want to run or schedule.

You can also filter and sort the grid to quickly find the reports you want to work with.

When you open or run a report, this section changed into a report preview pane that displays the report. The ribbon automatically switches to the View tab with a toolbar to print, export, resize, or view the report.

Menu button

Click the menu button to open a drop-down menu and execute the most common report commands. In Reports, the menu button opens a menu that lets you execute the most common report commands, as described below.

Menu option Description

Open Report

Opens a report saved in RPT format. The report opens in the Reports Preview pane in the View tab where you can view, search, print, and export the report. You can also view and execute recently-opened report files.

Export Report

Exports the selected report.

Schedule Report

Configures a schedule to automatically run the selected report in the report list.

Print Report

Prints your selected report to your default printer.

Printer Setup

Opens a Print Setup dialog box to select a printer and customize the print settings.

Refresh Report List

Refreshes the report list for each report category. Select this option when you add new report files (such as new custom reports) that do not appear in the report list.

Exit

Closes the Reports application.

Quick Access toolbar

The Quick Access toolbar contains a set of commands that are independent of the active tab. You can customize the toolbar by adding buttons for the commands you use most often, and you can move the toolbar to two different locations.

The Quick Access toolbar

Default commands

By default, the Quick Access Toolbar shows the commands listed in the following table.

Button Command Description

Open

Opens a report saved in RPT format. The report opens in the Reports Preview pane in the View tab where you can view, search, print, and export it.

Run

Runs the report currently selected in the report list. If the report requires any parameters, the Enter Parameter Values form appears. See Run and schedule reports to run a report.

Refresh Report List

Refreshes the report list for each report category. Use this command if you added new report files (such as new custom reports) and they do not appear in the report list. This command accesses the Reports directory on your computer, retrieves information about all of the reports, and rebuilds the lists for each report category.

Exit

Exits the Reports application.

Customize the Quick Access Toolbar

You can customize the toolbar by adding or removing any command displayed on the ribbon, customizing the toolbar with the commands you use most often.

  1. Next to the Quick Access Toolbar, click the drop-down list.

  2. In the Customize Quick Access Toolbar form, add or remove commands from the toolbar.

    To add a button to the toolbar, select the corresponding command check box.

    To remove a button from the toolbar, clear the corresponding command check box.

    To choose from a list of additional commands, click More Commands, and then use the Customize view to add or remove commands to the toolbar.

Add commands from the ribbon

  1. On the ribbon, click the appropriate tab or group to display the command you want to add to the toolbar.
  2. Right-click the command, and then click Add to Quick Access Toolbar on the shortcut menu.

    The command appears in the toolbar.

Move the Quick Access Toolbar

The Quick Access Toolbar is in the upper-left corner of the window next to the Reports Button (default) or below the ribbon. You can move the toolbar to another location.

  1. Next to the Quick Access Toolbar, click the drop-down list.

    The Customize Quick Access Toolbar form appears.

  2. In the Customize Quick Access Toolbar form, move the toolbar below or above the ribbon.

    To move the toolbar below the Ribbon, click Show Quick Access Toolbar Below the Ribbon.

    To move the toolbar above the Ribbon, click Show Quick Access Toolbar Above the Ribbon.

Minimize the ribbon

You can minimize the ribbon to make more space available on your screen. When the Ribbon is minimized, only the tabs display

To keep the ribbon minimized, click the drop-down list next to the Quick Access toolbar and select Minimize the Ribbon. To use the ribbon while it is minimized, click the tab you want to use and select the option or command you want to use. After you click the command, the ribbon returns to a minimized view.

To restore the Ribbon, click the drop-down list next to the Quick Access Toolbar and clear the Minimize the Ribbon check box.

To toggle between full and minimized view, double-click the name of the active tab or press Ctrl+F1.

The Preferences group

In the Preferences group, use the Configure drop-down menu to link the SEM reports application to a data source (such as a SEM Manager). You can select a primary data source, a syslog server, or a data warehouse.

The following table describes each option in the Preferences group.

Preference / Option Description

Configure

Primary Data Source

Provides the default data source to run reports when you open the SEM reports application. This option becomes the default setting in the Data Source drop-down menu.

Syslog Server

Enables the selected SEM Manager to send report log information to a syslog server. This server logs basic report activity, such as the user name, report type, targeted database, report time, and any error messages that occur while generating the report.

Managers - Credentials and Certificates

Enables the SEM reports application to communicate with the SEM database server. You can use the Reports credentials to provide secure reporting, audit users who access the server running on the SEM VM, enable third-party authentication servers (such as Active Directory) for SEM reporting, and set up roles for user access to prevent unauthorized users from accessing the SEM reports application.

The selected SEM Manager name or IP address appears in and above the Reports Data Sources drop-down menu.

Data Source

Data Source

Selects the targeted data source to run reports. When you select a data source in the drop-down menu, the data source temporarily overrides the Primary Data Source (default) you selected as the primary data source in the Configure drop-down menu.