Editing Report Properties

The basic properties of each report are listed on the report's Properties tab. To edit the properties of a report:
  1. In the menu, click Performance Manager > Reports.
  2. Select a report in the Reports tree.
  3. On the Properties tab, click Edit.
  4. On the Edit Report dialog, modify the Name and Description of the report as required.
  5. Ensure that the Share this report with other users check box is selected if you intend to have this report shared with other users.
  6. Depending on whether the selected report is "simple" or "advanced", you may do one of the following:
    • Simple report: You can modify the selection criteria-and thus changing the results of the selected report-or you can click the Advanced Query button to modify the SQL query code.
    • Advanced report: If you have familiarity with SQL, you may edit the query code in the Report data query field. To assist you in editing SQL queries, a list of function placeholders (i.e., "variables") is available. To insert one of the available pre-defined functions, select the corresponding placeholder from the Insert placeholder list.
      Note: If you manually edit the SQL code for the query, it is recommended that, once complete, you click the Check SQL button to confirm your work.

      See Creating New Reports for detailed information about selection criteria and modifying SQL queries.

  7. Once you have completed editing the report's properties, click Finish to save your settings.