Create custom Excel reports in InfoAsset Manager

Step-by-step guide

A Custom Report is a customized Microsoft Excel report template that is used to generate reports on the data in an InfoAsset Manager database. This export process uses a Custom Report template that is stored in the database. The underlying template can be edited in Excel, enabling any type of data analysis that is supported by Excel.

To create a report from scratch, an Excel file is required to base it on. A simple example is included in the InfoAsset Manager installation.

1. In the Explorer window, right-click an Asset Group and select New > Custom report.
   
2. In the New Name popup, enter a name.
3. Click OK.
   
4. In the Explorer, double-click the newly created custom report object.
   
5. In the Custom Report dialog, click Select to browse for and select the Excel template to be associated with the custom report.
   
6. Click Open to edit the associated template as needed.
7. Specify the save location and filename for the generated report.
8. Click Save.
9. To close the dialog, right-click the Custom Report tab and select Close tab.
   

Now, generate the report.

10. From the Explorer window, drag the custom report and drop it onto the network.
11. In the Choose report data source dialog, for this example, select Network.
12. Click OK.
    

The report is saved in accordance with the options selected in the Custom Report dialog. InfoAsset Manager then opens the report file in Excel.