Working with Asset Management Reports


Overview

Tasks

Included with

Tivoli Asset Management

Overview

About Tivoli Asset Management reports

Tivoli Asset Management enables you to generate online and paper reports directly from the application. First, you must create the report. Then, you define its contents and columns to report.
Note: Tivoli Asset Management includes several predefined reports you can use as templates for your own reports.

Asset Management Reports dialog box

The Asset Management Reports dialog box enables you to add, define, edit, delete, copy, and run asset management reports.

To access the Asset Management Reports dialog box, do one of the following:

  • If you are using the Asset Management Administrator profile, from the Reports menu, choose Asset Reports.
  • From the Help menu, choose Your System Profile and follow the instructions under Asset Reports.

Tasks

Adding a report When you add a report, you create a name and title for users to select when they want to run the report.
Note: You define the contents of the report after you add it to the Report Name table.

To add a report:

  1. Open the Asset Management Reports dialog box.
  2. In the Report Name box, type a unique name for the report.
  3. In the Title box, type the title of the report the way you want it to appear on the report itself.
    Note: The title will appear as the title or the first record in the report. The title can be a maximum of 254 characters.
  4. Choose Add.
    Result: The report name appears in the Report Name list.
Defining a report To define a report:
  1. From the Report Name list, select the report you want to define.
  2. Choose Define.
    Result: The Report Definition dialog box appears.
  3. Define the assets that will appear in the report:
  4. Choose the Report Column Titles tab.
    Note: You must select at least one column for the report.
  5. Double-click each attribute you want to print as a column in your report.
    Result: An asterisk (*) appears beside each selected attribute.
    Note: To clear an attribute, double-click the attribute again. The asterisk is removed.
  6. Choose OK.
Running a report You can run a report and direct the output to your screen, a printer, a file (for later use with Crystal Reports), or your clipboard.

To run a report:

  1. From the Report Name list, select a report.
  2. Choose Run.
    Result: The Run Report dialog box appears.
  3. Under Destination, choose the one of the following:
    • Screen (sends the output to your screen)
    • Printer (sends the output to the default printer for your workstation)
    • File (stores the output in CSV format in a file you specify)
    • Clipboard (stores the contents in CSV format in the Windows clipboard so you can paste the data into another application)
  4. If you chose File as your output destination, choose File.
    Result: The Save As dialog box appears.
  5. Specify a file path and name for the report file.
  6. Choose Save.
    Result: The Run dialog box appears.
  7. Choose Run.
    Result: Tivoli Asset Management gathers the extracts the data according to your definition and sends it to the output you specified.
Adding a report to the Asset Management Scheduler If you want to run a report automatically using a specified interval, use the Asset Management Scheduler. You must add the report to the Asset Management Scheduler, then use the Asset Management Scheduler dialog box to set the interval for the report. You can add a report to the Scheduler in the Run Report dialog box, or in the Asset Management Scheduler dialog box.

To add a report to the Asset Management Scheduler from the Run Report dialog box:

  1. From the Report Name table, select a report.
  2. Choose Run.
    Result: The Run Report dialog box appears.
  3. Choose Schedule.
    Result: A Successful message appears.
  4. Choose OK.
  5. Use the Asset Management Scheduler dialog box to set the interval for the report.
Copying a report To copy a report:
  1. From the Report Name list, select a report.
  2. Choose Copy.
    Result: The Copy Report dialog box appears.
  3. In the New Report Name box, type a name for the new report.
  4. Choose OK.
    Result: The Asset Management Reports dialog box appears showing the new report name in the Report Name list.
  5. In the Title box, type a description of the report.
    Note: The title will appear as the title or the first record in the report. The title can be a maximum of 254 characters.
  6. Choose Replace.
  7. If desired, choose Define to modify the report definition.
    Result: The Report Definition dialog box appears.
Printing a report definition To print the definition of a report:
  1. From the Report Name list, select a report.
  2. Choose Print.
    Result: The Print Type dialog box appears.
  3. Under Print, select Details of selected row.
  4. Choose OK.
    Result: The Report Output Attributes dialog box appears.
  5. Under Destination, select the one of the following options:
    • Screen (sends the output to your screen)
    • Printer (sends the output to the default printer for your workstation)
    • File (stores the output in CSV format in a file you specify)
  6. If you chose File as your output destination, in the Filename box, type a path and file name.
  7. If you want a page length other than 58 lines, in the Lines Per Page box, type a different value.
  8. If you want to process a maximum number of records other than 500, in the Maximum Records to be Processed box, type a different value.
  9. Choose Accept.
    Result: The report definition is printed as you specified.
Using pre-defined reports

Tivoli Asset Management includes a set of pre-defined reports that you can use as a basis for creating your own reports. The titles of the reports are:

  • Inventory Item by Asset Tag
  • Mass Move Inventory
  • Fully Depreciated Items
  • Warranty Contract Expiration
  • Monitor Classifications
  • Lost Asset History
  • Warranty Contracts
  • Future Move Events

Before you can use the pre-defined reports, you must use the Import utility to import the report's CSV file into the Tivoli Asset Management database. The CSV files are located in the \TSDRPTS\TAM directory.

Because the pre-defined report definitions include database-specific information, such as categories, event types, and contract types, some of the reports are not immediately useful. You must modify the report definitions to include your data. For example, the Monitor Classifications report lists assets in the Monitor category. If you want to run this report from your database, you must have a category named Monitor in your Category hierarchy.