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Create a Report Job Definition

A Report job 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 job 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 job. See Create a Customized Report.
At least one provider must be associated with an Inventory job. Before defining an Inventory job, add providers. See Register a Provider.
For email notifications, at least one SMTP server must be configured. Before defining a job, add SMTP resources. See Register a Provider.
One or more schedules might also be associated with a job. Job sessions run based on the triggers defined in the schedule. See Create a Schedule.

To create a Report job definition:

Click the Jobs tab. Expand the System folder, then select Reports .
Click New , then select Analyze. The job editor opens.
Enter a name for your job definition and a meaningful description.
From the list of available reports, select one or more reports to include in the job definition. Expand reports to view associated customized reports. Select Default to run the predefined report parameters.
To create the job definition using default options, click Create Job. The job can be run manually from the Jobs tab.
To edit options before creating the job definition, click Advanced. Set the job definition options.
Optionally, select render options for your emailed report attachments. Reports can be rendered as Adobe PDFs, Microsoft Word files, and Microsoft Excel spreadsheets. Select Export Data to save reports to a defined location.
Optionally, expand the Notification section to select the job notification options.
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.
Optionally, expand the Schedule section to select the job scheduling options. Select Start job now to create a job definition 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.
Note: To create and select a new schedule, click the Configure tab, then select Schedules . Create a schedule, return to the job editor, refresh the Available Schedules pane, and select the new schedule.
When you are satisfied that the job-specific information is correct, click Create Job. The job runs as defined by your schedule, or can be run manually from the Jobs tab.

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

NEXT STEPS:

If you do not want to wait until the next scheduled job run, run the job session on demand. See Start, Pause, and Hold a Job Session.
Track the progress of the job session on the Jobs 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.