You can edit a report to change the view, export, filter or group based on fields.

Prerequisites

Verify that you have a valid report.

Procedure

  1. Log in to vRealize Business for Cloud as an administrator at:
    • https://vRealize_Automation_host_name/vcac/org/tenant_URL (for the vRealize Automation integrated setup)

    • https://vRealize_Business_for_Cloud_host_name/itfm-cloud(for the vRealize Business for Cloud standalone setup)

  2. Click Business Management.
  3. Under Reports, click Data Sets.
  4. Select a report or view that you want to edit.
  5. Click Edit and perform the following actions to edit.

    Option

    Description

    Columns

    • Under the View column, select the reports field names to display or hide in the view.

    • Lock or unlock the field to freeze the positions in the view.

    • Sort the field values in ascending or descending order.

    Grouping and Charts

    • Select a report field name from Group by column drop-down list to group the report based on the selected column name.

    • Select a report field name from the Function Column drop-down list and an operation such as Max, Min, Average or Sum from the Functions drop-down list to display the group summary.

    • Select the Report Chart option and click on a report type to create a chart based on the values.

    Filters

    • Enter a search string or value in the Cross Column Filter search box and click OK. You can also select the values from the auto-fill list.

    • Click Add to create a filter and in the Add Filter window, select a field name and provide the filter criteria based on which you want to filter the values. Click Add.

    • To modify a filter, select the filter from the table and click the edit option. Enter the new filter criteria and click Set.

    • To delete a filter, select the filter from the table and click the delete option.

  6. Click OK to save the changes.
  7. Click Clear Filters to clear the filter criteria you have defined.
  8. Click Save to save the report with the defined filters and view them with updated values later.
  9. To filter for specific information, enter the string in the search field or enter few characters of the string and select the values from the auto-fill list.

    vRealize Business for Cloud filters and displays the result based on the search string.

  10. Click Export to save the values in a Microsoft Excel file.

    An .xls file is downloaded with the values that appear on the screen.

Results

You can view these reports in Custom Reports.