Quick Start Manual

User Guide 1
1 SRM Report Optimizer Quick Start Instructions
This chapter provides a basic overview of several common SRM Report Optimizer tasks, and
provides references to other documents for more detailed information.
NOTE: Make sure you have completed all of the configurations steps included in the installation
guide.
NOTE: SRM Report Optimizer requires Java Plug-in 1.5.0 or later. The plug-in can be downloaded
from the following web site: http://www.java.com/download/.
NOTE: Disable pop-up blocking software.
This chapter contains the following topics:
• Product name, page 2
• Installing a permanent license key, page 2
• Accessing the Central Management Console, page 2
• Accessing the SRM Report Optimizer web interface, page 2
• Creating a new report, page 3
• “Select a context” message, page 3
• Saving reports, page 3
• Exporting a report in Excel, CSV, or PDF format, page 4
• Using existing reports as a baseline to create new reports, page 4
• Modifying an existing report, page 5
• Adding new charts to reports, page 5
• Emailing reports, page 5
• Scheduling a report to be emailed, page 5
• Sending a unique report URL in an email, page 6
• Backing up new reports, page 6
• Restoring backed up reports, page 6
• Refreshing out-of-date report data, page 7
• Using file-based events with scheduled reports, page 7
• Selecting elements for scheduled reports, page 7
• Seeing how many users are logged on, page 7
• Setting autofit height and text wrap for columns, page 8
• Error Message: Refreshing Data, page 8