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Using the Report Designer

If you're an advanced user with a designer role, you can use the Report Designer to create custom reports based on standard SQL statements that run outside of the Xtraction component framework. You determine the content to be included, though reports are limited to a tabular presentation within a grid.

You can set up reports with parameters that will prompt a user to enter required values before the report is generated. For example, to generate an incident report for a service desk, you could add a parameter that prompts the user for an assigned group as well as a date parameter that prompts for a specific date range.

The design process can include an attached template that enables you to format output to meet specific needs. Unlike a document, a report is a singular output without separate components.

You must have designer-role rights to use this tool.

Data policies assigned to a user don't apply when that user accesses reports built with the Report Designer. Reports query data sources directly, bypassing all data-policy restrictions.

Exporting a report

You can export custom reports to a number of different formats: PDF, HTML, Word, or Excel.

Creating a report template

To provide custom formatting and structure for a report, you can design a template for the content using a separate template design tool that's provided with Xtraction. This topic contains general guidelines for using that tool. For detailed instructions, see the Xtraction Report Designer Guide, located on the Ivanti community website.

The following is an image of the template design tool's main window:

After creating a report in Report Designer, you need to complete these general steps to apply a template to the content:

Export the report content to the template design tool. (This step is part of the next procedure to create the template.)

Create a template in the tool for the report content.

Upload the template back into Xtraction and apply to the report content.


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