Report Definitions

A report is published from a report definition. Report definitions contain all the default settings that determine the content, layout and file format of the published report. You can override these defaults when you run (publish) or schedule the report.

Report definition settings are copied from a report template when the report definition is created. Changing a report definition does not change the report template it was copied from. Changes made to a report template do not affect report definitions already copied from that template.

To create a custom report definition based on a report template:

1. Click Info Center > Reporting > Reports > New.
2. Select the custom Report option.
3. Select a category, then a template, then click Create.

   Note: A custom report template must be published for you to see it within a Reports category.

4. Specify options for report definitions using header options and three tabs:
   • (Header Options) - Specify the name and report title. You can also require approval for the report.
   • Layout - See Report Templates for a description of these options.

     Note: When a legacy report definition is added or edited, a Parameters tab displays instead of the Layout tab.

   • General - Sets the type of report output—PDF, HTML or EXCEL—paper size and orientation.

     Note: CSV is available as a report output, but only if the VSA is configured to use SQL Server Reporting Services, instead of the default Kaseya Reporting Services.

     The General tab also sets the message used to notify users when the report is run. Tokens can be included in report email messages, in both the subject line and the body of the message.

     • <gr> - machine group
     • <id> - machine id
     • <rt> - report name
     • <embd> - In the message body only, you can embed an HTML report at the specified location.

     Use the edit toolbar to add images and special formatting to the text. Images must be uploaded rather than copied and pasted in.
     

     • - Hyperlink selected text. You may need to reset links copied and pasted from another source.
     • - Insert a table.
     • - Insert a horizontal line as a percentage of the width, or set a fixed width in pixels.
     • - Indent text.
     • - Outdent text.
     • - Remove formatting.
     • - Insert a symbol.
     • - Insert an emoticon.
     • - Preview the display of text and images.
     • - Upload a file or image.
     • - Set selected text to subscript.
     • - Set selected text to superscript.
     • - Toggle full screen mode for editing and viewing.
   • Cover Page, Header, Footer - Selects the cover page, header and footer of the report.