Tutorial 3 - Working with Reports#

Sign into DejaCode.

Create a Reporting Query#

Select the Dashboard option from the dropdown beneath your User name.
Select the Queries option in the Reporting panel.
Click the Add query button in the upper right section of the form.
Enter a Name. For this example, enter Quarterly License Activity.
Enter a Description. For this example, enter Licenses Created in the 'past_90_days' OR Licenses Modified in the 'past_90_days'.
Select an Object type. For this example, choose license_library | license.
Select an Operator. For this example, choose or.
Click the Add another filter option in the Filters panel.

First Filter:

Select created_date for the Field Name.
Select Greater than or equal to for the Lookup.
Enter past_90_days for the Value.
Check Runtime Parameter to enable it.

Second Filter:

Select last_modified_date for the Field Name.
Select Greater than or equal to for the Lookup.
Enter past_90_days for the Value.
Check Runtime Parameter to enable it.

Note

In addition to specific date values, DejaCode recognizes special values for date field lookups: today, past_7_days, past_30_days, past_90_days

Click the Add another order field option in the Order Fields panel.

First Order Field:

Select last_modified_date for the Field Name.
Select descending for Sort.

Second Order Field:

Select key for the Field Name.
Select ascending for Sort.

Click the Save and continue editing button in the lower right section of the form.

Click the blue link in the message See the nnn licenses in changelist.
DejaCode presents the selected data on the Browse Licenses form.
Select any license to access the Change license form.
Click the History button in the upper right section of the form.
Review the license history.
Click the License Name in the upper part of the form to return to the main License form.
Click the Return to list button in the lower left section of the form.
On the Browse Licenses form, click the Show all button in the upper left.
Click the Filter dropdown in the upper right and click the All value in the Reporting query field, and select any Query, noting that the Query you just created is in the list of Queries. Review the results.

Create a Column Template#

Select the Administration in the upper right section of the form.
Select the Column templates option in the Reporting panel.
Click the Add column template button in the upper right section of the form.
Enter a Name. For this example, enter Quarterly License Activity.
Enter a Description. For this example, enter License fields that pertain to analysis of recently created or modified licenses.
Select an Object type. For this example, choose license_library | license.
Click the Add another column template assigned field option in the Column Template Assigned Fields panel.

First Column Template Assigned Field:

Select key for the Field Name.
Enter License Key for the Display name.

Add additional Assigned Fields as follows:

short_name: License Short Name

category > label: Category

last_modified_by > username: Modified by

last_modified_date: Date modified

where_used: Where used

any additional fields that interest you.

Click the Save and continue editing button in the lower right section of the form.
You can optionally change the order of the fields using the Move item icon. in the right hand section of each Assigned Field.
Click the Save button in the lower right section of the form.

Note

You are now ready to use your Column Template in a DejaCode Report.

Create a DejaCode Report#

Select the Administration in the upper right section of the form.
Select the Reports option in the Reporting panel.
Click the Add report button in the upper right section of the form.
Enter a Name. For this example, enter Quarterly License Activity.
Enter a Description. For this example, enter Licenses Created in the 'past_90_days' OR Licenses Modified in the 'past_90_days'.
Select Quarterly License Activity from the Query dropdown.
Select Quarterly License Activity from the Column template dropdown.
Check User available to enable it.
Accept the defaulted text in the Report context field.
Click the Save and continue editing button in the lower right section of the form.
Click the View button in the upper right section of the form.

Review the Report results:

Click the link icon to the left of a License Key to view that License.
Export the Report results to an xlsx formatted file.
Modify the value of any Field Parameter and click the Rerun Report button.
Experiment with various Export formats and Field Parameter values.

Select the Reports option from the main menu bar Tools dropdown.

Select other Reports to run and review.

Manage Your Report Collection#

Select the Dashboard option from the dropdown beneath your User name.
Select the Reports option in the Reporting panel.
In the search field on the right, enter name:activity and press Return.
Use the checkbox in the first column to select one or more reports, including your new report.
Select Mass update from the dropdown in the lower left section of the form and click the Go button.
Check Update on the Group row.
Enter Activity in the New value field.
Click the Update records button in the lower right section of the form.
Review the results of your updates on the Browse Reports form.
Select the Reports option from the main menu bar Tools dropdown.

Note

The selected reports are now grouped together under your Group label.

You can return to the Browse Reports form at any time to review and update the Group assignments to meet your requirements.

Select the Dashboard option from the dropdown beneath your User name.
Select the Reports option in the Reporting panel.
On the Browse Reports form, click the View Reference Data button in the upper left section of the form.
Use the checkbox in the first column to select one or more reports that interest you.
Select Copy the selected objects from the dropdown in the lower left section of the form and click the Go button.
Follow the prompts on the following forms to complete your Copy action.
Review and edit the copied reports in your own Dataspace.

Continue refining and reviewing your reports.

In Tutorial 4, we’ll go further!