How to Create Reports

Document created by Matt Ray Expert on May 12, 2015Last modified by fran.schwarzmann on Aug 15, 2016
Version 3Show Document
  • View in full screen mode

In VMTurbo there are multiple ways to generate reports ranging from pre-configured within VMTurbo to completely custom.


UI Generated Report

The first type of report is generated directly from the user interface. In order to generate these reports all you need to do is click the UI to PDF button within any panel.


This will generate a report (XLXS or PDF) based off of the info presented in the dashboard panels. You can also use the Save as Report functionality to access the report later or have it emailed out to end users on a daily, weekly, or monthly view.


For a simple customized report you can create a custom dashboard and generate a UI to PDF report off the data in the custom dashboard.


The Reports Tab

The Reports tab allows you to schedule reports or generate saved reports on demand. There is also a wide selection of commonly used reports that will be pre-populated.


In order to use this tab start by searching for and selecting your report.


Once the report is selected you can choose to Generate Now or Add a scheduled report.




Custom Scripted Report

If you need a more customized option than the flexibility that custom dashboards and preexisting reports offers there is always the option to generate a custom SQL Script to get exactly the info you need.


If you're not a SQL wiz (I promise I'm not) you're in luck because this is already well documented in the GreenCircle community in the Custom Reports section.


And, if you're interested in getting started you can check out this article. Custom Reports: Start Here