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Exporting Inventory Reports
- 19 Sep 2024
- 3 Minutes to read
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Exporting Inventory Reports
- Updated on 19 Sep 2024
- 3 Minutes to read
- Contributors
- Print
- PDF
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Inventory reports are CSV files that can be viewed in a spreadsheet application.
In the Export tab of the Inventory page, you can define inventory reports that will be exported automatically. You define the frequency of the report and set the schedule of when it will be exported. You can view all the export schedules that have already been created.
Adding an Inventory Report
You define an inventory report and schedule it all in a single dialog.
To add an inventory report and define the export schedule
Access the Inventory ▶ Export page.
Click the
button to add a new schedule or double-click a schedule in the list to edit it.
The Export configuration dialog is displayed.
Enter a name for the inventory report in the Configuration name field.
Enter a Configuration description.
If you want to enable export of the report, check the Enable box. You can also enable it later from the list of reports.
Under Managed object types, do one of the following:
Click the
button to select specific manage objects. In the drop-down that displays, select the managed object type you require. You can select items from the Flex, Performance elements or the Sensor control categories.
Or, click the
button to select all managed object types.In the Selection tab, select the elements whose managed objects you want to include in the report. The following options are available:
button to add a new schedule or double-click a schedule in the list to edit it.
button to select specific manage objects. In the drop-down that displays, select the managed object type you require. You can select items from the Flex, Performance elements or the Sensor control categories.
button to select all managed object types.| To | Do This |
|---|---|
| Select all elements | Check the All devices check box, under Target devices. |
| Select a specific element, one at a time | Drag and drop elements from the Elements list (left) to Target devices (right). |
| Select multiple specific elements | In the Elements list (left), ctrl-click the elements you require, and then drag them to Target devices (right). |
| Search for elements | Under Elements, click the search bar and enter your criteria. For details, see Searching for Managed Elements. |
Select the Scheduling tab and complete the fields to set up the schedule for the reports and to determine where and how the reports will be stored. For more information about how to complete the fields, see the table below this procedure.
When you have completed the fields in both the Selection tab and the Scheduling tab, click the Apply button to save the inventory report configuration. The Export configuration dialog closes.
To generate the report immediately, from the Export tab, select the report from the list and click
.
.
Inventory export configuration (Inventory ▶ Export ▶ Export configuration ▶ dialog scheduling tab)
Frequency settings
| Parameter | Description |
|---|---|
| Frequency | Select one of these options:
|
| Hour Day Month | Depending on which of the options you selected for Frequency, you must select values for one or more of these fields. |
| Start date | Click  to select a start date and time to perform the export for the first time. |
| Minutes | The minute (0-59) at which the export will be performed. |
| Day of the week | If Weekly is selected as the Frequency, this field is enabled. You can check one or more days of the week on which to export the inventory. |
Transfer settings
| Parameter | Description |
|---|---|
| File Transfer Protocol | SFTP (Secure File Transfer Protocol) |
| Username Password | Enter the credentials for an account that exists on the destination device so that the inventory reports can be transferred automatically. |
| Destination address Destination folder | In the Destination address field, enter the IP address of the device to which the inventory report should be transferred. In the Destination folder field, enter the path to a folder on the destination device. |
| Port | Enter a port number on the destination device that is appropriate for the selected File transfer protocol. Typically, 22 would be the appropriate value for SFTP. |
| Test | Click this button to ensure that the destination can be reached with the transfer parameters entered. |
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