Creating a report with drill-down functionality

Products

• IT Management Suite

Issue/Introduction

You want to create a report with drill-down functionality

Environment

ITMS 8.x

Resolution

Complete example of how to do it, please refer to our online documentation:

Creating a Drill-Down Computer Report

To create a drill-down computer report

1. In the Symantec Management Platform, on the Reports menu, click All Reports.
2. In the left pane, under Reports, expand Discovery and Inventory > Inventory > Cross-platform > Software /Applications, right-click Software, and then click New > Report > Computer Report.
3. On the New Computer Report page, click the report name and type a new name.
   For example, type Drilldown: Installed.
4. On the Query tab, under Base Query, click Computer, and then, in the left pane, under Actions, click Create Joins.
5. In the Joins dialog box, create a table join as follows:
   • In the Join    drop-down list, click Inner.
   • In the middle drop-down list, click Inv_AddRemoveProgram.
   • In the bottom drop-down lists, click the following:  
     On [Computer].[Guid] = _ResourceGuid.
   • Click OK.
     

     

6. On the

   Fields

   tab, on the toolbar, click the

   Add

   symbol, and then add the fields that are shown below.
   Configure the fields as shown.
   
                    
   
   
7. On the
   Report Parameters
   tab, on the toolbar, click
   Add > New Parameter,
   and then, in the
   Editing Parameter
   dialog box, configure the parameter as follows:
   
   • In the

     Name

     box, type

     SWguid

     .
   • In the
     Description
     box, type
     Software Guid
     .
   • In the
     Type
     drop-down list, click
     Basic GUID Parameter
     .
   • Check
     Parameter Required
     .
   • Under
     Value Provider
     , in the
     Name
     drop-down list, click
     Basic Parameter Value Edit Control
     .
   • In the
     Label Text
     box, type
     Software Resource Guid
     .
   • Click
     OK
     .
     
     
     
     
8. On the

   Data Source

   tab, click the

   Query Parameters

   tab, and then, on the toolbar, click

   Add > Software Guid

   .
   
   
   
   
9. On the
   Filter Expressions
   tab, click
   Switch to Advanced Mode
   , and then click
   [Inv_AddRemoveProgram] Join Filters
   .
10. In the right pane, do the following:
    • In the top drop-down list, click

      Equals

      .
      

      When a dialog box opens, click

      OK

      .
    • Under

      Filter Expression Operands

      , for the first filter operand, in the

      {0}:

      drop-down list, click

      Field

      and then, in the right drop-down list, click

      [swguid]

      .
    • For the second filter operand, in the
      {1}:
      drop-down list, click
      Parameter
      , and then, in the right drop-down list, click
      SWguid
      .
      
      
      
      
11. Click

    Save Changes.
    To create a right-click drill-down menu
12. Open the report that you created with Query Builder.
13. Add a new

    [Inv_AddRemoveProgram].[_SoftwareComponentGuid]

    field to the report, and make it invisible.
14. On the
    Drilldowns
    tab, click
    Remove
    to remove the default
    ShowContextMenu
    drilldown.
15. Click
    Add
    .
16. In the
    Name
    box, type
    Show Installed
    .
17. In the
    Performs
    drop-down list, click
    Drilldown To Report
    .
18. Under
    Action Configuration
    , click
    No report selected
    , and then search for and select the drill-down report that you created.
19. Under
    Passing Parameter
    , click the
    Add
    symbol.
20. In the
    Pass Drilldown Parameter
    dialog box, configure the fields as follows:
    
    

    Pass from source	Click Data field , and then, in the drop-down list below, click _SoftwareComponentGuid .
    Name at destination	Type SWguid . This string must match the input parameter name of the drill-down report.
    Transform to type	Click Basic GUID Parameter .

    
    
21. Click

    OK

    .
22. Click

    Add

    .
23. Create a new drill-down as follows:
    
    

    Name	Type ContextMenu .
    Available On	Click DefaultDataView .
    Event	Click Right-click .
    Performs	Click Show context menu .
    Action Configuration	Skip and do not configure.
    Passing Parameters	Skip and do not configure.

     

24. Click

    Save changes

    .
25. In the left pane, right-click the

    Adobe audit (Query Builder)

    report, click

    Export

    , and then save the file.
26. Open the saved XML file in a text editor.
27. In the XML file, under

    <viewingControl>

    , in the

    <link>

    element with the

    name="ContextMenu"

    attribute, locate the following string:

    <action id="ContextMenu" />
28. Replace this string with the following text:
    
    

    <action id="ContextMenu">

      <arguments>

    <argument name="MenuFactories" list="true">

    <value>LinkMenu</value>

    </argument>

    </arguments>

    </action>
    
    

    Also, add the

    visible="false"

    attribute to the

    link

    element.

    

            

29. Save and close the file.
30. In the SMP Console, right-click the folder in which your report is located (in this example,

    Software

    ), click

    Import

    , then and import the report back into the CMDB.

    The right-click menu is now available. Test the report. To go back to the parent report, use the breadcrumb bar above of the right pane.
31. (Optional) To hide the drill-down report from the left pane, in the XML, replace

    <itemAttributes>Normal</itemAttributes>

    with

    <itemAttributes>Hidden</itemAttributes>

    .