--- title: "Reports and Report Management" canonical: "https://docs.infoblox.com/space/NMRI745AG/28672178/Reports%20and%20Report%20Management" format: markdown --- Reports are a critical tool for network management. You can run any report from NetMRI's bundled set of standard reports, and devise custom reports of your own to supplement the standard ones and add new functionality to the reporting system. NetMRI's Report Manager provides quick visibility into all reporting tasks, scheduled reporting jobs, inactive jobs and completed jobs. Report Manager notifies you when NetMRI is producing a large, demanding report, and indicates the current progress level of the report. The Report Manager allows cancellation of reporting tasks that use unacceptable levels of appliance resources. --- **Note:** The Report Manager provides warnings when available storage for completed Reports is below recommended levels. --- # > Macro (anchor) > Macro (anchor) > Macro (anchor) Opening the Report Manager The Report Manager (**Reports** **–>** **Report** **Manager** tab) lists all Active and Inactive Reports for the current NetMRI appliance, and enables monitoring of currently running and active reports. The Report Manager divides into two sections: - > Macro (inline-media-image) **Active** **Reports**, lists currently running and scheduled Report jobs. Click the Cancel button to stop currently running report jobs. - **Inactive** **Reports**, lists all recently executed, cancelled and paused Report jobs. Click the Delete button to remove any entries in Inactive reports. ![image](media://45bf129e-5333-44a5-a5e0-36f19be35db8) Two or more reports can simultaneously execute in the Active Reports queue. The Active Reports queue displays the following information: - **Report** ** Name**: the name of the report selected for execution (sortable); - **Report ** **Type**: indicates whether the report is an on-demand or scheduled report (sortable); - **Priority**: the numeric priority value of the Report job; - **Created ** **By**: The administrative account running the report (sortable); - **Status**: Pending, Cancelled, or Running. Pending status occurs when an active job is in the queue but cannot be run at the moment due to the appliance limit on the number of concurrently running jobs; - **Last** ** Action** ** Timestamp**: The timestamp indicating when the Report job started (sortable). Inactive Reports show the following: - **Report** ** Name**: the name of the report chosen for execution (sortable); - **Report** ** Type**: indicates whether the report is an on-demand or scheduled report (sortable); - **Size, B**: the final size in bytes of the completed Report; - **Created ** **By**: The administrative account running the report (sortable); - **Status**: Completed or Cancelled; - **Last ** **Action** ** Timestamp**: The timestamp indicating when the (sortable). To set the permissible value for concurrently running Reports: select Settings icon **–>** **General** **Settings** **–>** **Advanced** **Settings** and page to the **Reports** category. The default value is 2, supporting two Reports to run concurrently in the appliance. For most applications, Infoblox recommends keeping the default. To start a report that is waiting in the Active Reports queue: select the desired report and click **Run** **Next**. The selected report will start when another Report is already running. To stop execution of a currently running Report: select the Report in the Active Reports pane, and click **Cancel**. To delete a Report from the Inactive Reports pane: select the report, and click **Delete**. --- **Note:** The **Inactive** **Reports** page has an expiration of seven days, after which the oldest Inactive Reports in the list are deleted. --- ## > Macro (anchor) > Macro (anchor) Changing Report Views > Macro (inline-media-image) The **Views** drop-down list resides on the top right of the Report Manager panes. Its functionality is similar to other data tables in NetMRI. You can use this labor-saving feature to save the exact appearance and arrangement of the Report Manager tables. **Views** does not save the reports themselves or the results within the table — it saves the tabular arrangement, including all columns' sort settings, table filtering and any resizing of columns as a template that can be applied to the current data set. An **Auto** **Refresh** feature may be turned on or off in any Report View. To turn off Auto Refresh for Active or Inactive Reports: click the **Turn** **Auto** **Refresh** **Off** button above either table. ## > Macro (anchor) > Macro (anchor) Saving Report Views After arranging and sorting the Active Reports or Inactive Reports, save the arrangement in a View for future use without requiring subsequent resorting of report data columns. To save a Report View: click the **Views** drop-down list. To save either Reports table as an Excel-compatible .CSV file: click the CSV Export icon just above the **Active** **Reports** or **Inactive** **Reports** table. To Manage Saved Views: click the **Views** drop-down list and choose **Manage** **Views**. A Manage Views dialog appears, listing the currently saved Views. --- **Note:** Reporting is heavily resource-dependent. You can simultaneously execute two reports in NetMRI. Different users can also concurrently execute reports. The Report Manager allows tracking of all of these events and helps you evaluate whether any given report imposes an unacceptable load on the appliance. --- # > Macro (anchor) > Macro (anchor) > Macro (anchor) Scheduling and Running Reports --- **Note:** When scheduled reports run concurrently with on-demand reports in NetMRI, scheduled reports will take priority for completion in the appliance. --- All standard reports allow running and scheduling. You can run any report at any time, and schedule them to run at chosen time intervals. Custom reports, which you create, also offer exporting, editing and deletion features. Exporting, editing and deletion cannot be performed on the standard reports bundled with the appliance. To schedule a report, complete the following: 1. In the **Report** **Gallery**, hover over the report to schedule. 2. Under the report's thumbnail, click **Schedule**. A configuration window opens for the selected report ("Network History Report," for example). 3. In the **Device** **Groups** list, click a group name or click several groups holding the Ctrl key. --- **Note:** To run the report against a specific device, click the **Devices** tab. The following section, [ ](#ReportsandReportManagement-bookmark727)[ ](#ReportsandReportManagement-bookmark727)*[Running](#ReportsandReportManagement-bookmark727)*[ ](#ReportsandReportManagement-bookmark727)[ ](#ReportsandReportManagement-bookmark727)[ ](#ReportsandReportManagement-bookmark727)*[Reports](#ReportsandReportManagement-bookmark727)*[ ](#ReportsandReportManagement-bookmark727)[ ](#ReportsandReportManagement-bookmark727) [ ](#ReportsandReportManagement-bookmark727)[ ](#ReportsandReportManagement-bookmark727)*[Against](#ReportsandReportManagement-bookmark727)*[ ](#ReportsandReportManagement-bookmark727)[ ](#ReportsandReportManagement-bookmark727)[ ](#ReportsandReportManagement-bookmark727)*[Individual](#ReportsandReportManagement-bookmark727)*[ ](#ReportsandReportManagement-bookmark727)[ ](#ReportsandReportManagement-bookmark727)[ ](#ReportsandReportManagement-bookmark727)*[Devices](#ReportsandReportManagement-bookmark727)*[ ](#ReportsandReportManagement-bookmark727)[ ](#ReportsandReportManagement-bookmark727) discusses this in more detail. --- 4. Click **Next**. 5. Edit the **Report ** **Name** as needed. 6. The **To ** **Emails** field is pre-populated with a default e-mail address, which you can delete and change. --- **Note:** You can add multiple e-mail addresses by separating multiple addresses with commas. --- The **To** **Users** field is pre-populated with the e-mail addresses for all NetMRI users. You cannot edit this list. 7. Choose an **Output** **Format** (PDF, XLS, DOC or HTML in Email). 8. Choose a **Recurrence** ** Pattern** (Once, Hourly, Daily, Weekly or Monthly). 9. Choose an Execution Time (the drop-down list spans a 24-hour time period, with half-hour increments). 10. Under **Occurs Every [ ] Week On:**, select the check boxes for each day of the week where the report will run. This value also defaults to one (1) week and can be changed. 11. Click **Next**. 12. Click **Schedule**. The job is listed in the **Scheduled** ** Reports** tab. You can edit scheduled reports at any time. Once the report executes, the admin accounts specified in the **To** **Emails** field receive a notification email with a file attachment in the specified format. ## > Macro (anchor) > Macro (anchor) Running Reports Against Individual Devices Running reports against individual devices allows you to check specific firewalls, routers, switches or other network entities. For example, you can use the Chassis Inventory report to check a specific router for its installed collection of interface cards. Use the VLAN Interface Summary report against a specific Ethernet switch or subset of switches inside a Device Group. 1. In the **Report** **Gallery**, hover over the report to run. 2. Under the report's thumbnail, click **Run**. 3. Click the **Devices** tab. 4. Choose a **Date** and **Period** from the respective drop-down lists. 5. From the **Device** **Group** drop-down list, select the device group from which the desired device is chosen for the report. The list below is populated with the devices belonging to the group. 6. Click the Add icon to add a chosen device to the **Selected** **Devices** list for the new report. 7. Click **Run**. ## > Macro (anchor) > Macro (anchor) Managing Scheduled Reports To copy a scheduled report job: Click the Copy button, enter a name for the report, then click OK. To edit a scheduled report job, do the following: 1. Click **Edit**. The Report Scheduling Wizard opens. 2. As needed, change report parameters. 3. Review the scheduled report specifications, then click **Schedule**. - To run a scheduled report now: Click **Run ** **Now**. - To delete a scheduled report: Click **Delete**, then confirm the deletion. # > Macro (anchor) > Macro (anchor) NetMRI Standard Reports> Macro (anchor) The **Report** **Gallery** (**Reports** tab**–>** **Report** **Gallery**) lists the standard and custom reports that are available in the current NetMRI instance. The gallery contains a series of thumbnails, each representing a report type. NetMRI bundles a pre-defined set of reports, gathered into a series of categories. Some categories will or will not appear depending on your license type. | | | | --- | --- | | **Asset** | Reports for viewing the assets of the managed network, including the following: The **Asset Inventory** report lists the inventory of all devices of a specific device group or for the entire network. **Asset** **Inventory** includes operating system versions, device model name, IP address (Network View), and global device type such as Switch, Router, Firewall and others. If the device is not fully managed by NetMRI, some information for some devices may not appear. Devices also may not provide blocks of information due to configuration changes, not providing SNMP permissions, or other causes; The **Chassis Inventory** report lists all devices of the selected type and the network interface cards installed in each device; The **Discovery Status** report lists all devices' discovery status for the selected device group. reported Success or Failure status results include verification of its existence (Device **Exists** on the network), **Fingerprinting**, if applied, **Reachable** (is the device successfully reachable on the network?); **SNMP** **Credentials**; **SNMP** **collection**; **CLI** **Credential**; **Config** **Collection**; and **Device** **Group** (successful or unsuccessful assignment to:). Device results are listed by device IP address. The **Managed Devices** report lists all devices in a selected device group by name, network operating system version, and First Found and Last Seen dates; The **Virtual** **Asset** **Inventory** report queries all virtual devices detected in the network and provides a list of all virtual device instances and their following characteristics: their IP Address, the Context (the device in which they are resident) and their host MAC address; The **VLAN Interface** **Summary** report lists all VLANs detected on all network resources, including whether they are administratively and operationally Up or Down. The **VRF** **Configuration Summary** report lists all VRF-aware devices in the selected device group, including each device IP, the network view associated with the listed Interface IP address (if any), the interfaces and interface IPs participating in the VRF, the local VRF names and their route distinguisher values (if the device hosting VRFs uses them). | | **Change** **and** **Config** | Reports for change management and configuration management includes the following: **Change** **Audit** **Summary** describes the devices in the managed network that undergo configuration and status changes, devices exhibiting the most frequent changes and other equipment change characteristics; **Config** **Change** **Audit** **Summary** graphically shows the devices with recent configuration changes; **Config Change Audit** **Details** lists the configuration changes made to the devices in a selected device group, over the specified time period. **Configuration** **Management** **Summary** summarizes the selected device group's configuration management characteristics, including the dates for Last Checked, Last Running Change and Last Saved Change. It also lists the dates and times when device configurations were last changed and if the changes were committed. | | **Compliance** | A set of Policy Compliance reports includes the following: **Default** **Credentials** reports on all devices in the selected device group that are suspected or found to be running default Admin/Root passwords); **ISO** **27002** is a summary of audit finding requirements and whether all devices in the chosen device group or network pass basic SarbanesOxley, HIPAA and GLBA regulatory requirements; **PCI** documents Cisco IOS and, in some cases, NX-OS device compliance with certain network aspects of the Payment Card Industry Data Security Standard Versions 1.2, 2.0 and 3.0; The **Policy Compliance** **Summary** report provides an overview of the policy compliance status for any selected policies and the network devices against which they are deployed. Results are shown for Policy Compliance by Device and Policy Compliance by Rule. You can select one or more policies for the report. **Policy** **Compliance** **Details** (a more-detailed accounting of Policy Compliance violations on all network devices for which there is specific configuration information. See [ ](https://infoblox-docs.atlassian.net/wiki/spaces/NMRI745AG/pages/28672182)[ ](https://infoblox-docs.atlassian.net/wiki/spaces/NMRI745AG/pages/28672182)*[Policy](https://infoblox-docs.atlassian.net/wiki/spaces/NMRI745AG/pages/28672182)*[ ](https://infoblox-docs.atlassian.net/wiki/spaces/NMRI745AG/pages/28672182)[ ](https://infoblox-docs.atlassian.net/wiki/spaces/NMRI745AG/pages/28672182)[ ](https://infoblox-docs.atlassian.net/wiki/spaces/NMRI745AG/pages/28672182)*[Design](https://infoblox-docs.atlassian.net/wiki/spaces/NMRI745AG/pages/28672182)*[ ](https://infoblox-docs.atlassian.net/wiki/spaces/NMRI745AG/pages/28672182)[ ](https://infoblox-docs.atlassian.net/wiki/spaces/NMRI745AG/pages/28672182)[ ](https://infoblox-docs.atlassian.net/wiki/spaces/NMRI745AG/pages/28672182)*[Center](https://infoblox-docs.atlassian.net/wiki/spaces/NMRI745AG/pages/28672182)*[ ](https://infoblox-docs.atlassian.net/wiki/spaces/NMRI745AG/pages/28672182)[ ](https://infoblox-docs.atlassian.net/wiki/spaces/NMRI745AG/pages/28672182) for more information). | | **Health** | Health reports illustrate network **Issues** in broad or in detailed view: The **Issue** **Details** report provides an accounting of all issues currently taking place in a selected device group. All reported Issues are reported in Error, Warning or Info status; The **Network Health** report is most effectively applied to the Entire Network device group; it displays several charts and list summaries for all phenomena in the network. **Network Health** displays the current Network Scorecard and also shows the more-specific data sets that contribute to the Scorecard compilation. A data set shows the current count of Issues by severity level for the current time period and its difference from the previous day The report also shows the overall trend of *Issue* *Differences* for the reported network. (See [ ](https://infoblox-docs.atlassian.net/wiki/spaces/NMRI745AG/pages/28672135)[ ](https://infoblox-docs.atlassian.net/wiki/spaces/NMRI745AG/pages/28672135)*[Evaluating](https://infoblox-docs.atlassian.net/wiki/spaces/NMRI745AG/pages/28672135)*[ ](https://infoblox-docs.atlassian.net/wiki/spaces/NMRI745AG/pages/28672135)[ ](https://infoblox-docs.atlassian.net/wiki/spaces/NMRI745AG/pages/28672135)[ ](https://infoblox-docs.atlassian.net/wiki/spaces/NMRI745AG/pages/28672135)*[Issues](https://infoblox-docs.atlassian.net/wiki/spaces/NMRI745AG/pages/28672135)*[ ](https://infoblox-docs.atlassian.net/wiki/spaces/NMRI745AG/pages/28672135)[ ](https://infoblox-docs.atlassian.net/wiki/spaces/NMRI745AG/pages/28672135)[ ](https://infoblox-docs.atlassian.net/wiki/spaces/NMRI745AG/pages/28672135)*[in](https://infoblox-docs.atlassian.net/wiki/spaces/NMRI745AG/pages/28672135)*[ ](https://infoblox-docs.atlassian.net/wiki/spaces/NMRI745AG/pages/28672135)[ ](https://infoblox-docs.atlassian.net/wiki/spaces/NMRI745AG/pages/28672135)[ ](https://infoblox-docs.atlassian.net/wiki/spaces/NMRI745AG/pages/28672135)*[NetMRI](https://infoblox-docs.atlassian.net/wiki/spaces/NMRI745AG/pages/28672135)*[ ](https://infoblox-docs.atlassian.net/wiki/spaces/NMRI745AG/pages/28672135)[ ](https://infoblox-docs.atlassian.net/wiki/spaces/NMRI745AG/pages/28672135) for more information.); The **Network** **History** reports on a series of subcategories of cumulative network information, including Device History, Route History, Subnet History, VLAN History, HSRP/VRRP History and Configuration History. **Network** **History** reports may be run against device groups, but are most effective for the entire network. All Summary tables show Diff values based on the previous day's information. | | **Switch** **Port** **Management** | Switch Port Management reports provide information about the basic performance and usage rates of the switched Ethernet network: The **MAC** **Address** **Summary** report provides a survey of all MAC addresses detected in the network from both network assets and endpoints. In the Switch Port Management context, run the report against device groups such as **Switches** and **Switch-Routers**; The **Port Saturation Snapshot** report provides a pie chart showing port usage for all devices in the chosen device group, by Consumed and Available ports and port saturation statistics (Total Switches, Total Ports, % Consumed...) and a list of **Top** **10** **Available** **Devices** (switches with lowest usage); The **Port** **Saturation** **Summary** report defaults to a 30-day period, and measures Port Consumption, Port Allocation and Port Usage on a daily basis and places the daily tabulations on a series of bar charts. Port Usage differs from Port Consumption as it breaks down usage levels on switches based on usage frequency: Unused. Infrequent, Occasional, Moderate, Heavy and Constant. Other associated reports include **New** **End** **Hosts**, **Link** **Changes**, **End** **Device** **Not** **Present** and **Slow** **Devices**, which all relate to a specific aspect of monitoring a large-scale LAN switched network. | NetMRI bases its reports on information stored in the database after devices are discovered and collected from across the network. Reports can apply against any device group in the appliance, a single device in the database, or against the entire network. Depending on the size of the data set, a report can take a significant amount of time and occupy significant resources in the NetMRI appliance while generating the report. Some reports are designed to run against the entire network but can also be run against subsets. Other reports, such as Port Saturation or Switch Port Management, are designed to run against more specialized network topologies. To run a report, complete the following: 1. In the **Report** **Gallery** tab, hover over the report to run. 2. Under the report's thumbnail, click the **Run **link. 3. In the **Device** **Groups** list, click the group name or click several groups holding the Ctrl key. 4. To select one or more devices from a device group for the report, click the **Devices** tab. Select a device group, and then click the plus icon for a specific device or devices. 5. If available for the report you are running, choose the initial **Date** for the period covered by the report. 6. From the **Period** drop-down list, choose the time period to be covered by the report. 7. Click **Run**. To schedule a report, complete the following: 1. In the **Report**** Gallery** tab, hover over the report to schedule. 2. Under the report's thumbnail, click the **Schedule** link. The report scheduling wizard opens. 3. In the **Device** **Groups** list, click the group name or click several groups holding the Ctrl key. To deselect a group, click the group name again. 4. To select one or more devices from a device group for the report, click the **Devices** tab. Select a device group, and then click the plus icon for a specific device or devices. 5. Click **Next**. 6. Change the **Report**** Name** as needed. 7. The **To**** Emails** field is pre-populated with a default e-mail address, which can be changed. You can enter multiple e-mail addresses (each address must be separated with commas). 8. The **To**** Users** field is pre-populated with e-mail addresses for all NetMRI users. You cannot edit this list. 9. Select an **Output**** Format**. 10. Specify a **Recurrence**** Pattern**, then select scheduling options as shown for the recurrence pattern. 11. Click **Next**. 12. Review the scheduled report specifications. Click **Previous** to return to steps needing to be revised. 13. If the specifications are correct, click **Schedule**. The job is listed in the **Scheduled ****Reports** tab. --- **Note:** Reports can be exported as Adobe PDF or Microsoft Word-compatible files. Exporting also supports Excel-compatible files with the limitation that graphs are not exported. --- # > Macro (anchor) > Macro (anchor) Running and Scheduling Switch Port Manager Reports ## > Macro (anchor) > Macro (anchor) MAC Address Summary Reporting The **MAC** **Address** **Summary** report provides a survey of the complement of MACs in the switched network for the defined date range. Two primary categories comprise the count: Infrastructure and End Station. NetMRI counts End Station MAC addresses by studying the ARP tables or forwarding tables of other networking devices. These end stations count towards the total count. ## > Macro (anchor) > Macro (anchor) Port Saturation Summary Reporting The **Port** **Saturation** **Summary** report analyzes the consumption and usage of ports during a specified time period. It answers such questions as: "Am I running out of ports?" (port consumption) "How many ports are available and how many are used?" (port allocation) "How heavily are ports being used?" (port usage) "Which switches are underused?" (top N) "How are ports being used?" (port usage detail) The **Port** **Saturation** **Snapshot** report displays port consumption and usage for a specific day. It answers such questions as: "How many ports are available and how many are used?" (port allocation) "Which switches are underused?" (top N) "How are ports being used?" (port usage detail) --- **Note:** Port Saturation reports may take a long time to generate, depending on the size of the network. As a result, Port Saturation reports are limited to 2000 items. --- 1. In the **Report** **Gallery** tab, hover over the Port Saturation report you want to run. 2. Under the report's thumbnail, click the **Run** link. The Run Report Wizard opens. 3. Specify the device group(s) to be covered by the report: 4. In the **Device** **Groups** list, double-click the group name (or click the group, then click the button). 5. In the **Selected** **Device** **Groups** list, double-click the group name. Or: click the **Clear** button to remove all groups from the **Selected** **Device** **Groups** list. 6. Click **Next**. 7. Specify the **Date** to be covered by the report (or for the Port Saturation Summary report, the last day of the period covered by the report). 8. (For the Port Saturation Summary report only:) Specify the **Period**, **Interval** and **Time** **Window** for the report. --- **Note:** If you select a date or period that starts before the maximum data retention date (default is 90 days), the report will not show data for the time before the maximum data retention date. --- 9. In the **Top** **N** **list**, select the number of underused ports to be listed in the report. 10. In the **Interface** **Groups** list, click, SHIFT+click or CTRL+click to select the groups to be covered by the report. 11. Click **Run**. To run Report Scheduling, do the following: 1. In the **Report** **Gallery** tab, hover over the Port Saturation report you want to schedule. 2. Under the report's thumbnail, click the **Schedule** link. The Report Scheduling Wizard opens. 3. Specify the device group(s) to be covered by the report: 4. To select a group: In the **Device** **Groups** list, double-click the group name (or click the group, then click the button). 5. To deselect a group: In the **Selected** **Device** **Groups** list, double-click the group name. Or: click the **Clear** button to remove all groups from the **Selected** **Device** **Groups** list. 6. Click **Next**. 7. Specify the **Date** to be covered by the report (or for the Port Saturation Summary report, the last day of the period covered by the report). 8. Port Saturation Summary report only: Specify the **Period**, **Interval** and **Time** **Window** for the report. 9. In the **Top** **N** **list**, select the number of ports to be covered by the report. 10. In the **Interface** **Groups** list, click, SHIFT+click or CTRL+click to select the groups to be covered by the report. 11. Deactivate the **Hide** **Neighbor** **Details** option (this will increase the time required to generate the report). 12. Click **Run**. Step 3 of the Wizard appears. 13. Change the **Report** **Name** as needed. 14. The **To** **Emails** field is pre-populated with your default e-mail address. If needed, you can replace this with another e-mail address. You can also specify multiple e-mail addresses (separated with commas). 15. The **To** **Users** field is pre-populated with e-mail addresses of all NetMRI users. This list cannot be edited. 16. Select an **Output** **Format**. 17. Specify a **Recurrence** **Pattern**, and select additional scheduling options as displayed for the recurrence pattern you selected. 18. Review the scheduled report specifications. If you need to change anything, click **<** **Previous** to return to the step(s) needing to be revised. 19. If the specifications are correct, click **Schedule**. The job is listed in the **Scheduled** **Reports** tab. ## > Macro (anchor) > Macro (anchor) Port Saturation Report Definitions For Port Saturation report definitions, data collected during a **reporting** **time** **window** is displayed as a single bar in the Port Saturation Summary report graphs. You can filter data in the time window by criteria such as business hours, off-hours, etc. **Port**: A port is included in the Port Saturation Report if it meets the following criteria: The device containing the port is a Switch or Switch-Router, **and** The port supports Ethernet (i.e., serial ports are not included), **and** The port is not a VLAN port, **and** The port is not a trunk port. **Port** **Availability**: A port is available (unused) if it has zero neighbors (usually corresponding to no bar in a graph) for the reporting time window. **%** **Available**: The ratio of Available Ports to Total Ports for the reporting time window. **Port** **Consumption**: A port is consumed (used) if it has one or more neighbors at any time during the reporting time window. **%** **Consumed**: The ratio of Consumed Ports to Total Ports for the reporting time window. **Device** **Usage**: The average of all port usages for those ports meeting criteria for port inclusion and belonging to the device during the reporting time window. # > Macro (anchor) > Macro (anchor) Defining Custom Reports> Macro (anchor) Administrators can create custom reports to supplement the standard reports provided with NetMRI. After you create them, custom reports are listed in the **Reports** **–>** **Report** **Gallery** tab, and can be run immediately or scheduled by any user using the same procedures as standard reports. To create a custom report, do the following: 1. In the **Report** **Gallery** tab, click the **Add** **Custom** **Report** button (in the upper right corner of the Gallery). The **Custom** **Report** **Wizard** appears. 1. Enter a **Title** for the report. The title will appear in the **Report** **Gallery** tab next to a generic custom report thumbnail. 2. Enter a **Description** for the report. 3. Select a **Data** **Type**. This determines which attributes are available in the next steps. A substantial list of data types is available, including data objects such as ARP Table Entries, Best-Origin Routes, CDP Neighbors, Certificate Repository, and dozens of other choices. (With the **Data** **Type** list open, you can hover the mouse over an item to see a description.) A single data type can be chosen for a report. 4. Select a **Gallery** **Category**. Choices include the options in the Report Gallery, including **Asset**, **Change** **&** **Config**, **Compliance**, **Health** and **Switch** **Port** **Management**. 2. Click **Next.** In **Step** **2** of the Wizard, specify filters to be applied to the data. Do the following for each filter: 1. In the left-most field at the top of the screen, select an attribute. The attributes (With the list open, hover over an item to see its description.) 2. In the second field at the top, select an operator or a matching condition, depending on the attribute. --- **Note:** Available operators (typically =, !=, <, >, <= and +>) depend on the chosen attribute. --- c. In the right-most field at the top of the screen, enter the value to match or compare against (i.e., the argument for the operator). (If an attribute involves a date or date/time, the argument can be a relative date. See the [ ](#ReportsandReportManagement-bookmark738)[ ](#ReportsandReportManagement-bookmark738)*[Entering](#ReportsandReportManagement-bookmark738)*[ ](#ReportsandReportManagement-bookmark738)[ ](#ReportsandReportManagement-bookmark738)[ ](#ReportsandReportManagement-bookmark738)*[Relative](#ReportsandReportManagement-bookmark738)*[ ](#ReportsandReportManagement-bookmark738)[ ](#ReportsandReportManagement-bookmark738)[ ](#ReportsandReportManagement-bookmark738)*[Dates](#ReportsandReportManagement-bookmark738)*[ ](#ReportsandReportManagement-bookmark738)[ ](#ReportsandReportManagement-bookmark738)[ ](#ReportsandReportManagement-bookmark738)*[and](#ReportsandReportManagement-bookmark738)*[ ](#ReportsandReportManagement-bookmark738)[ ](#ReportsandReportManagement-bookmark738)[ ](#ReportsandReportManagement-bookmark738)*[Times](#ReportsandReportManagement-bookmark738)*[ ](#ReportsandReportManagement-bookmark738)[ ](#ReportsandReportManagement-bookmark738) topic.) The "matches" or "does not match" operator requires a regular expression as the argument. The "contains" or "does not contain" operator requires a string as the argument. The "=" and "!=" operators require a numeric or true/false argument. For true, use any of the following: 1, yes, on or true. For false, use any of the following 0, no, off or false. d. Click **Add** to add the term to the filter term list. (Click **Delete** to delete a term.) e. In the left-most field at the bottom of the screen, select the logic for the filter term(s), such as When ALL of the Conditions are Met, which is a logical AND, When ANY of the Conditions are Met, which is a logical OR expression, or **Custom****logic****builder...**. --- **Note:** If you select **Custom** **logic** **builder...**, use term numbers, Boolean AND and OR operators and parentheses to specify the filtering logic. For example: 1 and (2 or 3). --- 3. Click **Next**. To specify the columns to appear in the report, select and order the columns: > Macro (legacy-content) 4. Click **Next.** You then specify how the rows are sorted. --- **Note:** Rows can be sorted using attributes not displayed in the report. You must specify at least the **First** **Sort** **Column**. --- > Macro (legacy-content) 5. Click **Next**. This is the final Wizard step. > Macro (legacy-content) The custom report appears in the **Report** **Gallery** tab under the specified category. Test the report to make sure it operates. ## > Macro (anchor) > Macro (anchor) Editing Custom Reports To edit a custom report, do the following: 1. In the **Report** **Gallery** tab, hover over the custom report you want to edit. 2. Under the report's thumbnail, click the **Edit** link. The Custom Report Wizard opens. 3. The wizard displays a summary of the custom report specifications. To edit the report, click the **Edit** button. 4. Navigate through the wizard's steps and change fields as needed. 5. In **Step** **5**, click **Finish**. To delete a custom report, do the following: 1. In the **Report** **Gallery** tab, hover over the custom report you want to delete. 2. Under the report's thumbnail, click the **Delete** link. ## > Macro (anchor) > Macro (anchor) Entering Relative Dates and Times In **Step** **2** of the **Custom** **Report** **Wizard**, you specify one or more attributes as report filters. If an attribute involves a date or date/time, its argument can be specified as a relative date. This enables arguments including the following: - **now** (which resolves to current time, i.e., time that the report executes) - **yesterday**, **today**, **tomorrow** (which resolves to midnight of the respective day, where "today" is the day the report is executes) - 3 days ago - **10** **days** **since** **2010-01-15** (which resolves to 1/25/10) - **1** **month** **after** **first** **day** **of** **year** (which resolves to February 1) - **First** **day** **of** **the** **month** **1** **month** **from** **today** (which resolves to the first day of next month) - **Last** **day** **of** **the** **month** (which resolves to the last day of today's month) A valid relative date argument string is a list of space-delimited ``s, which are defined as: ` = CONSTANT | ` where `CONSTANT = ` in the format `yyyy-mm-dd HH:MM:SS`, or `` in the format `yyyy-mm-dd` (which resolves to midnight, i.e., 00:00:00, on that date) ``` `= **today | yesterday | tomorrow | now | **``** day** `` **| [**` `**] | starttime | endtime** (**starttime** resolves to midnight, i.e., 00:00:00, on the starting day of the period covered by the report, which is specified by the user when running or scheduling the report. **endtime** resolves to midnight, i.e., 00:00:00, on the day after the ending day of the period covered by the report, which is specified by the user when running or scheduling the report.) `` = **first | last** ` =` **year | month | week** `` = `an integer` ` = `** | hour | minute | second** `` = **ago | before | until | after | since | from** where** ( ago = until = before ) **and** ( after = since = from )** **Of** and **the** are ignored throughout the string, but can be included to make the string more readable, and plural forms are correctly interpreted (e.g., **days = day**). ## > Macro (anchor) > Macro (anchor) Importing and Exporting Custom Reports You can export and import custom reports as XML files to facilitate report distribution and sharing. Appropriate permissions are required: - To export custom reports, administrative permissions to run reports are required. - To import custom reports, administrative permissions to create, edit and delete custom reports are required. --- **Note:** During a NetMRI upgrade, if a standard report has the same name as an existing custom report, the custom report is renamed using the pattern "**** Report**** Gallery** tab, hover over the custom report, then click the **Export** link. 2. Open or save the custom report file. To import a custom report, do the following: 1. In the **Reports** **–>** **Report** **Gallery** tab, click **Import** **Custom** **Report**. 2. Click **Browse...** to select the custom report file. 3. Open the **Select** **Category** list and designate the report category where the report will reside. 4. Click **Import**. 5. If the custom report has the same name as an existing custom report, you are prompted to rename the incoming report or overwrite the existing report. 6. If the custom report has the same name as an existing report, you are prompted to rename the new report.