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Customizing Views

Reference Number: AA-00402 Views: 6505 Last Updated: 07-27-2018 01:33 PM 0 Rating/ Voters

Customizing Views

This article describes how to customize, save, and open a view in Netaphor SiteAudit™.

Contents

Feature Overview

Any view in SiteAudit can be customized and exported in various formats, including PDF, CSV, RTF, HTML, XLS and XML. Views can be saved and re-opened inside SiteAudit, published to the SiteAudit Reporting Web site for review over the Web and scheduled for periodic archival or delivery to email recipients. This article describes how to customize, save and open a view.


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 indicates the period over which monitored data has been collected for devices. The longer SiteAudit monitoring runs, the more data is collected and available in the SiteAudit views. The length of time it takes to display data in a view is affected by the amount of data that must be displayed. Therefore it is sometimes convenient to configure the Time Span to show data only for a narrow time period.
 

    
     Figure 1: The SiteAudit Time Span bar.

The Time Span dropdown control contains the preconfigured time spans. This should be set to display data for the desired period. For instance, it may be desirable to create a custom view that displays data only for the current month. In this case, it would be appropriate to select This Month from the dropdown list. When the view is opened, it will always display data for the period selected in the Time Span, which in this case is the current month.

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

In the event that none of the preconfigured Time Span periods are appropriate, one can specify a custom Time Span by choosing Custom from the dropdown list and entering the desired time period. Once the time period has been entered, click the Set button to save the setting.

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.