Custom Reports

A Custom Report is a customised Microsoft Excel report template which can be used to generate reports on the data in the InfoAsset Manager database.

The Custom Report is based on a Microsoft Excel file. When the report is first created it must be associated with an existing template. There is a basic example included in the Template directory (below the InfoAsset Manager install directory) for this purpose. Files of type .xls, .xlsx or .xlsm may be used as a template. When using versions of Excel 2007 and later: .xls and .xlsx report templates will generate .xlsx reports and .xlsm templates will generate .xlsm reports.

Once the Excel file is associated with a Custom Report, a copy is saved in the database and this copy can be worked on from then on. This makes the reports fully portable.

New reports can be created by:

When a report is created, the InfoAsset Manager data is exported to Excel in a standard format. The best way to see this is to create a simple report and view the results. You can set up the template to carry out whatever analysis is required on this data.

A new custom report can be created by using the database tools to copy an existing custom report and rename it.

To create a report from scratch an Excel file is required to base it on. A simple example is included in the InfoAsset Manager installation.

  1. Create a Custom Report.

    The new report is displayed in the Explorer window. In this window:

  2. Open the new Custom Report. The Custom Report dialog is displayed.
  3. In this dialog, you can:
    • Select the Excel template to be associated with the custom report
    • Select the location to which the generated report is to be saved
    • Specify a filename for the report
    • Open the associated template for editing and save it to the database
  4. Click Save.
  5. Click to close the dialog.
  1. Open the relevant Custom Report. The Custom Report dialog is displayed. In this dialog:
  2. Click Open to open the underlying Excel template file for editing. A temporary file is created on the computer for this purpose.
  3. After editing, click Save to save it to the database.
  4. Click to close the dialog.

Once a custom report has been set up it is very easy to use:

  1. Drag the custom report from the Explorer Window and drop it on the network. This displays the Data Source dialog.
  2. Choose the data source type for the report. Reporting can be carried out on:
    • The entire network
    • The current selection
    • A zone or zone category
  3. If you selected the zone or zone category option you now need to select the zone or category name from the Data Source dropdown list.
  4. Click OK to continue. The report will be saved in accordance with the options selected in the Custom Report dialog.

    InfoAsset Manager then opens the report file in Excel.

Database Items

Custom Report Dialog

InfoAsset Manager Custom MS Excel Reports

Data Source Dialog