Create and manage reports in workspace

Create and manage your report tiles in the Software Asset Workspace.

Before you begin

Role required: sam_admin or admin

About this task

All the base system Software Asset Management reports and the custom created reports are stored in the SAM Workbench Report [samp_workbench_report] table. List reports are supported by default. For creating other types of reports, you need to create a UIB page in the Software Asset Workspace with the necessary data visualization. A parameter called reportSysId needs to be passed to the UIB page. You can use the UIB page's route in the report tile creation form after it has been built.

Procedure

1. Navigate to All > Software asset > Software Asset Workspace > License usage.
2. In the License usage view, select the Reports tab.

   

3. Select Manage Reports.
4. In the Reports list view page, select New.

   Figure 1. Create New SAM Workbench Report form

   

5. On the form, fill in the fields.

   Field	Description
   Title	The title of the report tile.
   Description	A brief description of the report tile.
   Type	The type of the report. For example, list, bar, pie chart. The default value is List.
   Icon	The unique icon identifier from the Now Design System icon library. Examples include chart-bar-group-fill, chart-pie-fill. The default value is list-fill.
   Route	This the path taken by a report when it is clicked. This takes you to the list view of the source table with the specified filter conditions. This can be routed to any other page within the Software Asset Management application provided that the page accepts the reportSysId parameter. The default value is list-report.
   Source table	The table on which the report is based.
   Filter (Set conditions)	The filter to be used on the list report.

6. Select Save.
   The new report tile appears on the Reports tab. You may need to reload the Reports tab to see the new report tile.