You can edit a report to change the view, export, filter, or group based on fields. You can use the filter and group-by option in reports simultaneously. Earlier when you wanted to move from Group by and Charts tab to Filter or the opposite way, you were prompted with a warning message. Only after selecting Yes, the selected columns were cleared and you were able navigate to the other tab.
Verify that you have a valid report.
- Log in to vRealize Business for Cloud as an administrator.
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)
- Click Business Management.
- Under Reports, select a report or view that you want to edit.
- Click Edit and perform the following actions to edit.
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 menu to group the report based on the selected column name.
Select a report field name from the Function Column drop-down menu and an operation such as Max, Min, Average, or Sum from the Functions drop-down menu to display the group summary.
Select the Report Chart option and click a report type to create a chart based on the values.
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.
- Click OK to save the changes.
- Click Clear Filters to clear the filter criteria you have defined.
- Click Save to save the report with the defined filters and view them with updated values later.
- 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.
- Click Export to save the values in a Microsoft Excel file.
An .xls file is downloaded with the values that appear on the screen.
You can view these reports in Custom Reports.