HP Storage Essentials Storage Resource Management Report Optimizer Software 6.0 Quick Start Guide (October 2008)

SRM Report Optimizer Quick Start Instructions4
1. Click the Save icon:
Figure 1 Saving Reports
2. You have two options for saving the report you just created:
a. To save the report on your SRM Report Optimizer server, select Save as, assign a name to the
report, and save it to any location other than Public Folders > Report Pack. For example, if
this is a frequently used report, you can save it to the My folders > Favorites folder.
b. To save the report to a local disk, select Save to my computer as, and select an export type.
Best Practices
Create a new folder in a location other than Public folders > Report Pack. For example, you could
create a folder called My Reports. This will ensure that the reports you create are not overwritten
when your SRM Report Optimizer server is updated with a new version of the Report Pack. After
creating a new folder, save all of your new reports in this folder or in sub-folders within this folder.
Before you save a report to a local disk, make sure you save it on the SRM Report Optimizer server
so you can run it again when you log back in.
For more information, see the “Saving and deleting Web Intelligence documents” chapter of the
Building Reports Using the Web Intelligence Java Report Panel guide.
Exporting a report in Excel, CSV, or PDF format
To export a report in Excel, CSV, or PDF format, use the Save to my computer as option and choose
the export type.
For more information, see the “Saving and deleting Web Intelligence documents” chapter of the
Building Reports Using the Web Intelligence Java Report Panel guide.
Using existing reports as a baseline to create new reports
To use an existing report as a baseline for a new report, use the “Save as” functionality described in
”Saving reports” on page 3. Assign the report a new name and save it in a new location. For
example, save the hba summary report as My HBA Summary in Public Folders > My Folder.
Best practices
Use existing reports as a baseline, and save them as a new report in your reports folder. Modify this
clone rather than modifying the original report.
For more information, see the “Saving and deleting Web Intelligence documents” chapter of the
Building Reports Using the Web Intelligence Java Report Panel guide.