Exercise 3: Create a New Configuration Manager Report

 

Updated: January 1, 2014

Applies To: System Center 2012 Configuration Manager, System Center 2012 Configuration Manager SP1, System Center 2012 R2 Configuration Manager

In this exercise, you will create a simple report in Microsoft SQL Server Report Builder, and configure the report properties.

The report displays all collections that administrative users have created and excludes the built-in collections. The results will display the collection ID and name, the last collection refresh time and the date of the last collection membership change.

To create a new report

  1. In the Configuration Manager console, click Monitoring.

  2. In the Monitoring workspace, expand Reporting, and then click Reports.

  3. In the Home tab, in the Create group, click Create Report.

  4. On the Information page of the Create Report Wizard, select SQL-based Report, and then configure the following properties:

    - **Name:** Enter **All collections created by administrative users**.
    
    - **Description:** Enter **Displays all collections that were created by an administrative user (excludes built-in collections).**
    
    - **Path:** Click **Browse**, and then select the **Site – General** folder to store the report.
    
  5. Click Next.

  6. On the Summary page of the Create Report Wizard, review the actions that will be taken and then click Next.

  7. On the Completion page of the wizard, review any messages and then click Close.

  8. Report Builder opens. In the Report Data pane, right-click Datasets, and then click Add Dataset.

  9. On the Query page of the Dataset Properties dialog box, select Use a dataset embedded in my report.

  10. In the Data source drop-down list, select the data source you want to use for the report. This is typically automatically generated and will begin with AutoGen_.

  11. Select a query type of Text, and then enter the following query in the Query field.

     SELECT
     v_Collections.CollectionID,
     v_Collections.CollectionName, 
     v_Collections.LastRefreshTime, 
     v_Collections.LastMemberChangeTime
     FROM
     V_Collections
     WHERE
     IsBuiltIn=0
    
  12. Click OK to close the Dataset Properties dialog box.

  13. In Report Builder, on the Insert tab, in the Data Regions group, click Table, and then click Table Wizard.

  14. On the Choose a dataset page of the New Table or Matrix wizard, select Choose an existing dataset in this report or a shared dataset, and then select the dataset you previously created, Dataset1.

  15. Click Next.

  16. On the Arrange fields page of the New Table or Matrix wizard, drag CollectionID, CollectionName, LastRefreshTime and LastMemberChangeTime from the Available fields field to the Values field.

  17. Click Next.

  18. On the Choose the layout page of the New Table or Matrix wizard, click Next.

  19. On the Choose a style page of the wizard, choose one of the available themes for the report, and then click Finish.

  20. Verify that the data in the report is as expected.

  21. Save and close the report in Report Builder.

  22. The new report is now available in the Configuration Manager console.

Next Steps

Report builder includes many options to change elements of reports, including themes, column headings and more. Consult your Report Builder help for more information.