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.
Prerequisites
Verify that you have a valid report.
Procedure
- 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.
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 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.
|
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.
|
- 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.
Results
You can view these reports in Custom Reports.