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Creating a new report

IT Analytics

You can create new SQL Server Reporting Services reports by using the SQL Server Reporting Services Report Builder.

The Report Builder provides you with access to the IT Analytics Symantec Endpoint Protection Content Pack cubes that let you create the customized reports that you can distribure.

Report Builder is a client-side application that you can use to create and design reports. Using Report Builder, you can design the reports that are based on your data. You can use Report Builder without having to understand the underlying schema or complex programming languages.

Depending on which version of SQL Server you are running, you may have different options available to you in Report Builder. SQL Server 2005 includes Report Builder 1.0, while SQL Server 2008 SP1, 2008 R2 or 2012 includes Report Builder 2.0 or 3.0.

Symantec recommends using SQL Server 2008 SP1, 2008 R2 or 2012 to take advantage of the new features that are included in Report Builder 2.0/3.0. These features allow for a more robust custom report creation experience.

To create a report in Microsoft Report Builder 1.0 (SQL Server 2005 or 2008 non-SP1)

To create a report in Microsoft Report Builder 2.0/3.0 (SQL Server 2008 SP1 or Higher)

To create a report in Microsoft Report Builder 1.0 (SQL Server 2005 or 2008 non-SP1)

  1. In the Symantec Management Console, on the Settings menu, click Notification Server > IT Analytics Settings.

  2. In the left pane, expand the Settings folder.

  3. Click Reports.

  4. In the right pane, click the Report Builder tab.

  5. Click Launch Report Builder.

  6. In the right pane of the Report Builder, under the configuration options, select a Reporting Services Site.

    The default is http://servername/ReportServer.

  7. Select a data source for your report.

    Choose from any of the installed cubes. For example, Computer Cube.

  8. Select a report layout.

    For example, Chart.

  9. Click OK.

    The Object Explorer appears on the left side, and a Report Model appears in the center of your screen.

  10. In the top left pane, select from the available entities.

    The available fields for each entity appear in the lower left pane.

  11. In the lower left pane, drag and drop fields to one of the categories in the report model.

    Keep dragging and dropping fields until the report displays what you want it to the way you want it to. For example, you can drag and drop data value fields, series fields, or category fields.

  12. Name your report.

  13. Click Run Report on the toolbar to ensure the report renders properly.

    If the report does not run correctly, click Design Report on the toolbar and make the necessary changes.

  14. Click Save on the toolbar to save your report.

    Save your report with a name that represents how the report displays in the Symantec Management Console. The file name is used to name the report in the Symantec Management Console.

To link this report to the Symantec Management Console

  1. In the Symantec Management Console, on the Reports menu, click All Reports.

  2. In the left pane, expand Reports > IT Analytics, and then do one of the following actions:

    If you want the report to appear in the Dashboards folder:

    • Right-click Dashboards.

    • Click New > IT Analytics Report.

    If you want the report to appear in one of the Report folders:

    • Expand Reports.

    • Right-click the folder in which you want the report to appear.

    • Click New > IT Analytics Report.

  3. In the Add Report dialog box, in the Report Type drop-down list, select Dashboard or Report.

  4. In the Report Name drop-down list, select the report that you saved.

  5. In the Parameter Area drop-down list, select Initially Visible or Initially Collapsed.

  6. Click Add Report, and then click Close.

  7. On the Reports menu, click All Reports.

  8. In the left pane, do one of the following actions:

    If you added the report the Dashboard folder:

    • Expand Reports > IT Analytics > Dashboards.

    • Click the Dashboard that you added and verify that the report renders properly.

    If you added the report to one of the Report folders:

    • Expand Reports > IT Analytics > Reports.

    • Expand the Report folder in which you added your report.

    • Click the report that you added and verify that it renders properly.

To create a report in Microsoft Report Builder 2.0/3.0 (SQL Server 2008 SP1 or Higher)

  1. In the Symantec Management Console, on the Settings menu, click Notification Server > IT Analytics Settings.

  2. In the left pane, expand IT Analytics Settings, and then click Reports.

  3. In the right pane, on the Reports page, on the Report Builder tab, click Launch Report Builder.

  4. In the Getting Started dialog box, in the left pane click New Report, and then in the right pane, click Blank Report.

  5. In the Report Builder workspace, click Click to add title and type an appropriate title for the report.

  6. In the Report Data pane, right-click Data Sources, and then click Add Data Source.

  7. In the Data Source Properties dialog box, in the Name box, type ITAnalytics as the data source name, and then click Use a connection embedded in my report.

  8. In the Select connection type drop-down list, click Microsoft SQL Server Analysis Services, and then click Build.

  9. In the Connection Properties dialog box, do on of the following:

    If SQL is local to where you are running Report Builder:

    • In the Server name box, type "." for the name of the SQL Server.

    • In the Select or enter a database name drop-down list, click IT Analytics.

    • Click OK.

    If SQL is not local to where you are running Report Builder:

    • In the Server name box, type name of the SQL Server.

    • In the Select or enter a database name drop-down list, click IT Analytics.

    • Click OK.

  10. In the Data Source Properties dialog box, click OK.

  11. In the Report Data pane, right-click Datasets, and then click Add Dataset.

  12. In the Dataset Properties dialog box, in the left pane, click Query.

  13. In the Name box, use the default name: DataSet1.

  14. Click Use a dataset embedded in my report, then in the Data source drop-down list, click ITAnalytics, and then click Query Designer.

  15. In the Query Designer, click the ... symbol.

  16. In the Cube Selection dialog box, select a cube, and then click OK.

    For example, click Computers.

  17. In the Query Designer in the Metadata pane, expand the measures and attributes within the cube and drag the desired fields into the query workspace.

    Keep dragging and dropping fields until the report displays what you want, the way you want.

  18. When you are finished, click OK.

  19. In the Dataset Properties dialog box, click OK.

  20. In the Report Builder, in the report builder menu, on the Insert tab, click Chart > Chart Wizard.

  21. In the New Chart wizard, on the Choose a dataset page, click DataSet1 (the data set that you previously created), and then click Next.

  22. On the Choose a chart type page, select a chart type, and then click Next.

  23. On the Arrange chart fields page, drag relevant attributes from the Available fields list to the Series list. Drag relevant measure from the Available fields list to the Values list. Drag relevant attributes from the Available fields list to the Categories list.

  24. When you are finished, click Next.

  25. On the Choose a style page, select a chart style, and then click Finish.

  26. In the Report Builder, modify the chart title, chart size, or legend properties as needed.

  27. In the report builder menu, on the Home tab, click Run to preview the report and make additional adjustments.

    You are presented with a preview of your report with real-time data.

  28. On the Run tab, click Design to return to the Design view.

  29. In the toolbar at the top of the Report Builder, click the Save symbol (disc) and save this report to the Report Server IT Analytics folder.

    Save your report with a name that represents how the report displays in the Symantec Management Console. The file name is used to name the report in the Symantec Management Console.

  30. Close the Report Builder.

To link this report to the Symantec Management Console

  1. In the Symantec Management Console, on the Reports menu, click All Reports.

  2. In the left pane, expand Reports > IT Analytics, and then do one of the following actions:

    If you want the report to appear in the Dashboards folder:

    • Right-click Dashboards.

    • Click New > IT Analytics Report.

    If you want the report to appear in one of the Report folders:

    • Expand Reports.

    • Right-click the folder in which you want the report to appear.

    • Click New > IT Analytics Report.

  3. In the Add Report dialog box, in the Report Type drop-down list, select Dashboard or Report.

  4. In the Report Name drop-down list, select the report that you saved.

  5. In the Parameter Area drop-down list, select Initially Visible or Initially Collapsed.

  6. Click Add Report, and then click Close.

  7. On the Reports menu, click All Reports.

  8. In the left pane, do one of the following actions:

    If you added the report the Dashboard folder:

    • Expand Reports > IT Analytics > Dashboards.

    • Click the Dashboard that you added and verify that the report renders properly.

    If you added the report to one of the Report folders:

    • Expand Reports > IT Analytics > Reports.

    • Expand the Report folder in which you added your report.

    • Click the report that you added and verify that it renders properly.