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Report Manager enables you to configure various settings through the Settings menu, located at the Precise bar.

Setting the General settings

The General Settings dialog enables you to set the following items:•    The

• The subfolder in which Report Manager saves the PDF and Microsoft Excel files of executed reports. By default, the subfolder is not defined (Report Manager saves the PDF files in its server file system).

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• An option that determines whether Report Manager generates links in the executed reports or not. These links enable users who read the reports to drill down from the reports to the exact location in the Precise or Insight products (depends on the selected entity location) for further investigation. By default, this option is enabled.

To set the General settings1.    From

1. From the Precise bar, click Settings and from the menu select General Settings. The General Settings dialog box is displayed. Check

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1. the desired settings.

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1. To store PDF files in a specified subfolder in the Report Manager server, click the option box and type the path in the box, or open the Browse for Folder dialog box and then select the required subfolder.

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1. In the Generate Launching Links option box, select enable (to enable) or clear (to disable) the links.

Setting the Display settings

The Display Settings dialog box enables you to set the reports that will be listed in the Reports Table when you launch Report Manager. Any settings you make in this dialog box affect only your display and do not affect the reports list when other users launch Report Manager. However, a user with administrator privileges can set the reports list also for other users.

To set the Display settings1.    From

1. From the Precise bar, click Settings and from the menu select Display Settings. The Display Settings dialog box is displayed. By default, all the pre-defined reports are selected.

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1. From the Tier box, select the Tier for which you want to modify the reports list.

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1. From the Listed to the User table, select the report that you do not want to display and then click Left Arrow.
   Repeat this step for all Tiers as required.

Setting the Multi settings

When you launch Report Manager, the Multi Settings dialog box enables you to set parameters and scheduling times for multiple Report Manager reports. You can select one of the Tiers installed in your application, Cross-Tiers, or ALL (Tiers).

There are various sets of Report Manager reports. With the Multi Settings dialog box you can select one or all sets of Report Manager reports. The sets of Report Manager reports you can select are as follows:•    All

• All (sets)

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• Profile

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• Exceptions

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• Availability

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• Load Balancing

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• Capacity Planning

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• Customized

To set the Multi settings1.    From the

1. From the Precise bar, click Settings and from the menu select Multi Settings. The Multi Settings dialog box is displayed.

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1. From the Tier box, select the Tier (or all Tiers) you want listed in the Multi Settings reports table.

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1. From the Set box, select the report set (or all sets) you want listed in the Multi Settings reports table.

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1. To change report parameters and/or scheduling, Press Ctrl+Shift to select a range of reports.

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1. Click Properties to set report properties. See Setting report properties on page 23.

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1. Click Schedule to set the time schedule for the reports. See Setting the schedule of a report generation on page 23.

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1. Click Close to close the Multi Settings dialog box.

Setting the Mail settings

The Mail Settings dialog box enables you to email Report Manager reports. The Mail Settings dialog box enables you to define the following:•    Enable

• Enable/Disable the integration of Report Manager with an Email server.

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• The name of the mail server.

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• The name of the person the Report Manager messages are sent by.

To set the Mail settings1.    From

1. From the Precise bar, click Settings and from the menu select Mail Settings. The Mail Settings dialog box is displayed.

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1. Select Integrate Report Manager with an Email server to enable the mail utility.

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1. Insert the Email server name and originator of the mail messages.

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