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Overview
Once data has been collected on a form it is necessary to present the information in a format which aids in interpreting the results. Reports are a key tool for making data meaningful. ITAM comes with a number of built-in reports to facilitate understanding the data collecting and identifying meaningful action to take based on the results.
In this section we will review the nine (9) different report types available in layout of the Report Manager and how to create, edit, view, and manage your reports. For information on the different types of reports which are available see the Report Types section of this guide.
Reports display data from User Portal data inputs only. Data from Administrator inputs are ignored.
Accessing the Report Manager Page
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The Report Manager is accessed via the Manage Reports button on the main menu.
The Report Manager page is the default view for the Report Manager and contains an accordion view of the existing reports. Clicking on a report name will expand that report to display some information about the report and will display the link which allows you to view the report.
The color of the accordion entry for a particular report is based on the Completion date of the report. After the Completion date for a report passes, the report will be marked red. While a report is still active, it will be displayed in green.
Creating a Report
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You begin the report creation process by selecting the Create New Report button. This will display the Add Reports page which will ask for a Start Date for the Report and a Completion Date. These dates do not constrain the data in any way, instead they are used to define the expected lifespan of the report. The report will show as green during these dates and red after, indicating that it may be time to create a new report.
Report Creation
The form will also ask for a report type. The Types of reports are as follows:
Report Type | Description |
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Audit Dashboard | This report returns a detail of auditable actions by both Portal and Administrative users |
Artifact Management | A Report of Artifacts uploaded during the selected timeframe |
Compliance Dashboard | This report evaluates the Compliance against the selected forms during the dates provided. |
Executive Overview | This report is a high-level version of the Compliance Dashboard, giving the big picture of compliance for the forms selected. |
Field Data | This report lets you take a field and chart the aggregate data across the time frame selected. |
Field Notes | This report provides a detail of the field notes entered and can be used to provide comments back to a portal user about their form data. |
Maturity | This report displays a summary of the Maturity scores for the reports and dates selected as well as a listing of any risks identified. |
Risk Scores | This report allows an administrative user to track Risk Scores on one or more selected forms. |
Status Indicators | This report displays and charts the various status indicators from the forms selected. |
Template Code Report | This report provides a list of the template codes for the selected forms |
Depending on the Report Type selected, it may be necessary to specify the Entity for which you are pulling the data and one or more forms in which the data resides. Some reports contain other filters as well. To find our more about the types of Reports see the Report Types section of this guide.
Note: Report data will only be displayed when actual form data has been collected.
To finalize the creation of the report click the Create Report button. Once created, reports are dynamically updated when additional form data is entered.
Additional Selectors
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Depending on the report type selected, one or more of the following options may be displayed.
Chart Type
Some reports contain data that will be charted or compared. In those instances, the chart type selection option will be displayed, allowing the Administrative User to select what type of Chart they wish to use to display the data.
Select Report Chart Type
Formats Include:
Line Chart
Area Chart
Column and Bar Chart
Pie Chart
Bubble Chart
Combinations
3D Chart
Sunburst Chart
Polar Chart
Computations
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When working with Field Data, it is often necessary to aggregate the data for display. There are three (3) options available.
Computation options
Entity
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Most reports require that they be associated with a particular entity so that it knows from where to pull the data.
Forms
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Most reports require that they be associated with one or more Forms so that they know what data the administrative user wants to see.
Scores
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Within a form, the question-type fields are designed to have a risk or weighted score assigned to each available response. Each score has a color assigned to it so when you generate a report, the associated score will get a color assigned to it. For every 10 points, a new color is assigned with a range between 0 through 999 producing 100 color combinations.
Below is the color palette used for scoring from green to red.
Editing a Report
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An existing report can be edited by selecting the Edit link available on the right side of the Report name when viewing the list of created reports. Edit mode provides the same options a report creation, though the currently selected options are displayed. When the changes have been made, clicking on Create Report button will save the changes to the report.
Viewing a Report
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The option to view a report is available after the report name has been expanded in the main Report Manager screen. This will display the report using the data which matches the criteria selected when creating the report.
Deleting a Report
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The option to Delete a report is available as a link on the right side of the Report name when viewing the list of created reports. Clicking on the Delete link will cause ITAM to display a confirmation screen. Clicking Yes, Proceed will complete the deletion.
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Deleting a report does not impact the underlying data on which the report was based. |
In this section we discussed the Report Manager, reviewed the types of reports available and went over how it is used to create and edit a report. In the next section we will discuss the Theme Manager and how to use it to change the way your forms look at feel to your look at the various Report Types which are available to users.
[Previous Topic → Form Status Indicators] | [Next Topic → Theme Manager Report Types]
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