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Customizing Views

Reference Number: AA-00402 Views: 7266 Last Updated: 01-31-2024 11:11 AM 0 Rating/ Voters

Customizing Views

The article focuses on customizing views within the SiteAudit Viewer. It provides a detailed guide on how to personalize, save, and access different views in the system. Key customization options include setting time spans, selecting departments, modifying columns (adding, removing, reordering), grouping, filtering, and setting aggregates. Additionally, it explains how to use these custom views effectively, including saving and opening them, as well as optimizing display settings for different formats like PDF, CSV, RTF, HTML, XLS, and XML. This guide is essential for users looking to tailor their SiteAudit experience to their specific needs and preferences.


Contents

Feature Overview

SiteAudit offers the flexibility to customize and export any view in multiple formats, such as PDF, CSV, RTF, HTML, XLS, and XML. You can save customized views for future use, reopen them within SiteAudit, publish them to the SiteAudit Reporting Web site for online review, and even schedule them for periodic archival or delivery to specified email recipients. This article provides step-by-step instructions on how to tailor, save, and access customized views according to your specific requirements.

Customizing SiteAudit Views

Any SiteAudit view can be customized to display desired information. 
 

A view can be customized by:

  • Setting the Time Span
  • Selecting a Department
  • Adding/removing columns
  • Reordering columns
  • Grouping by columns
  • Filtering
  • Setting aggregates
  • Modifying Display Configuration settings 

The following sections provide details describing the ways in which a view can be customized.

Time Span

The Time Span in SiteAudit indicates the duration for which monitored data has been collected for devices. As SiteAudit continuously monitors, more data accumulates and becomes available in various views. The display speed of data in a view is influenced by the volume of data to be presented. Therefore, there are instances when it's convenient to configure the Time Span to show data for a specific, narrower time frame.

    
     Figure 1: The SiteAudit Time Span bar.

The Time Span dropdown control contains predefined time spans that can be selected to display data for a desired period. For example, you might want to create a custom view that only displays data for the current month. In such a case, you can choose "This Month" from the dropdown list. When you open the view, it will consistently show data for the period chosen in the Time Span, which in this instance is the current month.

    
     Figure 2: Preconfigured periods from the Time span dropdown list.

If none of the predefined Time Span periods are suitable for your needs, you have the option to specify a custom Time Span. Simply select "Custom" from the dropdown list and input your desired time period. After entering the time period, click the "Set" button to save your selection.

Department Selection

It is often necessary to display data for a particular department instead of displaying data for the entire company. By selecting a department, only data for printers that reside in that department and its sub-departments are displayed. Selecting Company displays data for all departments.  

      
     Figure 3: Company hierarchy with department selected.

Displaying Columns


Some views may display columns that a user is not interested in viewing. These columns can be hidden by right-clicking on the column header and choosing Remove This Column from the popup menu. Removed columns are placed in the Column Chooser and can be added to the view at any time. In addition, all views contain some hidden columns, which can be viewed by right-clicking a column header and selecting Column Chooser from the popup menu. The Column Chooser in Figure 4 shows the hidden columns for the Inventory view. To display one of these columns, right-click on the column name and select Show This Column from the popup menu.
 

      
     Figure 4: The Column Chooser contains all of the hidden columns that can be displayed in the view.

Column Reordering

It may be desirable to reorder columns. This can easily be done by dragging a column header to the desired location and releasing it.

Grouping

A view can be grouped by one or more columns to group the displayed information. For instance, it may be necessary to display data grouped by the printer manufacturer and/or model as shown in Figure 5 below. 

    
     Figure 5: View grouped by manufacturer and model.

To group by a particular column, right-click on the column header and choose Group By This Column from the popup menu. To ungroup a column, right-click on the grouped column name and select Ungroup from the popup menu.

Filtering


A view can be filtered by any column to display the desired data. In SiteAudit versions prior to 4.0, scheduled reports were filtered using special filter files that were complex for some users to create. SiteAudit 4.0 makes it very easy to filter views and thus create reports that are filtered as well.
 

There are two ways to filter a view: via the column filter or by clicking the Edit Filter button and entering filters in the Filter dialog.

Using the Column Filter

When the mouse is hovered over a column header, a small filter icon appears in the top right corner. See example in Figure 7 below.

    
     Figure 7: Filter icon displayed on Manufacturer column when mouse is hovered over the column header.

Click the filter icon to display a list of all the unique values in the column. Choose one of the values to filter, for example, the Lexmark manufacturer. The active filter is displayed at the bottom of the view as shown in Figure 9.

    
     Figure 8: Manufacturer filter displays all manufacturers in the database.

    
     Figure 9: Shows the results when filtering the manufacturer to show Lexmark data.

Using the Filter Editor

Using the Filter Editor allows for more sophisticated filters than can be applied using the column filters. For instance, it is possible to display data that is within a specified range or that contains particular characters. 

For example, one can create a filter that shows only active, networked, HP or Lexmark printers that have printed between 5,000 and 7,000 color pages. The filter for this example is shown below in Figure 10.

    
     Figure 10: Sample filter.

Take notice of the Manufacturer filter in Figure 10. Only the first letter of the manufacturer name is used, thus any manufacturer that begins with the letter “h” or “l” will be included in the view, provided it meets the rest of the filter criteria. Strings are case-insensitive in a filter, thus using “H” or “L” produces the same results.

Aggregates

Aggregates are available for each column in a view and can be selected by right-clicking the light blue footer above the filter information to expose the aggregate chooser as shown in Figure 11. 

The available aggregates include NONE, SUM, COUNT, AVG, MAX and MIN and are available for all columns, although they may not be appropriate to use for all columns.  For instance, it would not make sense to use the SUM, AVG, MAX or MIN aggregate on the Model column, but it would make sense to use COUNT. Figure 12 shows a view with various aggregates configured.

      

     Figure 11: Aggregate chooser.

    
     Figure 12: A view with various aggregates. Note: Manufacture column uses COUNT aggregate.

Saving a Custom View


In SiteAudit 4.0 and later, it is possible to save customized views, which can then be published to the SiteAudit Reporting Web site or scheduled to be archived or delivered via email.  Once a view has been configured as desired, select the File > Save or File > Save As menu item and save the view.
 

If text is getting truncated in columns, view files can be further configured to provide more horizontal space. Before saving a view, resize columns as desired and change the page size and orientation by selecting the Reports > Layout menu item and configuring these options there. The Landscape orientation will provide more horizontal page width compared to Portrait and there are many page size options that are larger than the standard Letter-sized page. 

Opening a Custom View

Saved views can be opened and displayed in the SiteAudit Viewer by selecting Open from the File menu and choosing the view to open or by selecting the view name from the File > Recent Views menu. When a view is in the SiteAudit Viewer, the view file name and path are displayed at the top of the SiteAudit Viewer as shown in the screenshot below. The view from name is displayed above the Company name with a diamond symbol to indicate that the displayed view is a custom view. 

    
     Figure 14: Custom View Opened inside the SiteAudit Viewer.