You are here: Plan > Create a Report Policy

Create a Report Policy

A Report policy is a user-defined set of tasks and rules which run predefined or customized reports through a schedule that you define.The reports summarize information about cataloged providers and the data and other resources that reside on them. Reports generated during the policy can be emailed in a variety of formats.

BEFORE YOU BEGIN:

If you have a specific set of data that you want to report on, create a report with customized parameters to include in the Report policy. See Create a Customized Report.
At least one provider must be associated with a Catalog Data policy. Before defining a catalog policy, add providers. See Register a Provider.
For email notifications, at least one SMTP server must be configured. Before defining a policy, add SMTP resources. See Register a Provider.
One or more schedules might also be associated with a policy. Job sessions run based on the triggers defined in the schedule. See Create a Schedule.

To create a Report policy:

Click the Plan tab. On the Views pane, select Policies .
Click the All Policies tab, select New , then select Report Policy in the Analyze Data column. The Report Policy editor opens.
Click the 1: Reports tab. From the list of available reports, select one or more reports to include in the policy. Expand reports to view associated customized reports. Select Default to run the predefined report parameters.
Click the 2: Options tab. Select render options for your emailed report attachments. Reports can be rendered as Adobe PDFs, Microsoft Word files, and Microsoft Excel spreadsheets.
Click the 3: Notification tab. Select the notification options for your policy.
SMTP Server
From the list of available SMTP resources, select the SMTP Server to use for job status email notifications. If an SMTP server is not selected, an email is not sent.
Email Address
Enter the email addresses of the status email notifications recipients. Click Add to add it to the list.
Click the 4: Schedule tab. Select Start job now to create a policy that starts the job immediately. Select Schedule job to start at later time to view the list of available schedules. Optionally select one or more schedules for the job. As each schedule is selected, the schedule's name and description displays. A policy paired with a schedule is a job.
Note: To create and select a new schedule, click Views, then select Schedules . Create a schedule, then return to the policy editor, refresh the Available Schedules pane, and select the new schedule.
Click the 5: Finish tab. Enter a name for your policy and a meaningful description. When you are satisfied that the policy-specific information is correct, click Finish.

Note: If you selected the Start job now option, the job runs.

Click the All Policies tab. Your new policy appears in the policy list.

NEXT STEPS:

If you do not want to wait until the next scheduled job run, run the job session on demand. See Start, Stop, and Halt a Job Session.
Track the progress of the job session on the Monitor tab. See Monitor a Job Session.
If notification options are enabled, an email message with information about the status of each task is sent when the job completes.