exercise-3-create-new-configuration-manager-report.md

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Exercise 3: Create a new report	Configuration Manager	Create a simple report and configure the report properties.	04/30/2019	sdk	configuration-manager	conceptual	16e62994-a1e2-4ee9-bf62-3985ecb1c745	banreet	banreetkaur	apoorvseth	low	tier3

Exercise 3: Create a new Configuration Manager report

In this exercise, you'll 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, select Monitoring.

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

3. In the Home tab, in the Create group, select 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: Select Browse, and then select the Site � General folder to store the report.

5. Select Next.

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

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

8. Report Builder opens. In the Report Data pane, right-click Datasets, and then select 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. Select OK to close the Dataset Properties dialog box.

13. In Report Builder, on the Insert tab, in the Data Regions group, select Table, and then select 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. Select 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. Select Next.

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

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

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

21. Save and close the report in Report Builder.

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.

See also

Exercise 1: Run an existing Configuration Manager report