Backup Exec 20.2 Administrator's Guide

To create a custom report

1. On the Reports tab, click New Custom Report.
2. On the Custom Report dialog box, type a name and description for the report.
3. If you do not want this report to include the default header and footer settings, uncheck Use header and footer settings specified in Backup Exec Settings.

   The default header and footer settings can include a customized logo, a custom color for the banner, and text for the footer. These items are set in the default Backup Exec settings.

   See Setting defaults for standard and custom reports.

4. In the left pane, click Field Selection.
5. In the Category box, select a group for which you want to create a report.
6. For additional field selections, click Show advanced fields.
7. In the Available fields list, select the fields that you want to include on the report, and then click the Right arrow (>>) button to move the fields to the Fields selected for the report list.
8. After you have moved all of the fields that you want to include on the report to the Fields selected for the report list, arrange the order in which you want the fields to appear.

   The fields appear on the report in the order in which they are listed in the Fields selected for the report list, with the first field appearing as the first field on the left of the report. To move a field, select it from the Fields selected for the report list, and then click Move Up or Move Down to move it to the appropriate location in the list.

9. To adjust the width of the column for a field, do the following in the order listed:

   • Click the field name in the Fields selected for the report list.

   • In the Column width field, type the new width.

   • Click Set.

10. (Optional) If you want to filter the data on the report, do the following:

    • In the left pane, click Filters.

    • In the Field name list, select the field on which you want to filter data.

    • In the Operator list, select the operator that you want to use for this filter.

    • In the Value field, type or select the specific data that you want to include on the report.

    • Click Add.

    • To combine sets of filter expressions, do any of the following:

    To combine two filter expressions so that both expressions must be true for the result to be true	Click AND. For example, to find all backup jobs that failed, add the following expressions: Status = Failed Type = Backup After you set up the expressions, do the following: Click AND to combine the two expressions. The combined expression is: Status = Failed AND Type = Backup
    To combine two filter expressions so that one of the expressions must be true for the result to be true	Click OR. For example, to find jobs that either failed or were canceled, add the following expressions: Status = Failed Status = Canceled After you set up the expressions, do the following: Click OR to combine Status = Failed with Status = Canceled. The combined expression is: Status = Failed OR Status = Canceled
    To combine two filter expressions into a single expression	Click ( ) + For example, to find backup jobs and restore jobs that failed, add the following expressions: Status = Failed Type = Backup Type = Restore After you set up the expressions, do the following: Use OR to combine Type = Backup with Type = Restore. Press and hold Ctrl while you click Type = Backup and Type = Restore. Click ( ) + to combine Type = Backup with Type = Restore. Use AND to combine Status = Failed with (Type = Backup OR Type = Restore). The combined expression is: Status = Failed AND (Type = Backup OR Type = Restore)
    To separate two filter expressions that were combined into a single expression	Click ( ) - For example, if you used ( ) + to combine Type = Backup with Type = Restore, it is displayed on the Filters dialog box as follows: (Type = Backup OR Type = Restore) To make the combined expression into two individual expressions, do the following: Press and hold Ctrl while you click both Type = Backup and Type = Restore. Click ( ) - After you separate the expressions, they are displayed without the parentheses.

11. (Optional) If you want to organize the report into sections, do the following:

    • In the left pane, click Grouping.

    • In the Group by list, select the field that you want to use as a group.

    • Click Ascending or Descending.

      Ascending order lists numbers from smallest to largest and lists letters in alphabetical order. Descending order lists numbers from largest to smallest and lists letters in reverse alphabetical order.

    • If you want to further group the data, select the fields in the Then group by lists, and then click Ascending or Descending for those fields.

      A report must have at least one field that is not grouped. For example, if you select three fields to include on the report, you can group only two of the fields. If you group all of the fields, no data appears on the report because all of the data is listed in the group section titles. In addition, you must have at least four fields on the report to use all three grouping fields.

12. (Optional) If you want to sort the data on the report, do the following:

    • In the left pane, click Sort.

    • In the Sort on list, select the field on which you want to sort the data in the report.

    • Select Ascending or Descending.

      Ascending order lists numbers from smallest to largest and lists letters in alphabetical order. Descending order lists numbers from largest to smallest and lists letters in reverse alphabetical order.

    • If you want to further sort the data, select the fields on which you want to sort in the Then sort on lists, and then click Ascending or Descending for those fields.

13. (Optional) If you want to add a pie graph or bar graph to the report, do the following:

    • In the left pane, click Graph Options.

    • In the Graph type list, select either Bar or Pie.

    • Select the types of data that you want to include on the graph.

14. (Optional) If you want to see what the report will look like before you save it, in the left pane, click Preview.
15. Click OK to save the custom report.