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How to: Create a Custom Report in Aperture

Applies to:

Venafi Trust Protection Platform (TPP)

Summary:

The Venafi TPP has allows the implementation of custom reports via the Aperture portal. These reports can be configured to contain a wide variety of data, which can be displayed in a specific arrangement customized by the creator of the report. These custom reports can be scheduled to run automatically at intervals specified by the report creator, or can be run at any time manually. This KB contains information on how to  configure, schedule, and run custom reports in Aperture. 

 

More Information: 

  1. From the Aperture menu bar, click Reports > Custom Reports

CustomReportsHeader.png

 

  1. Click Add Report in the top right corner.

AddReport.png

  1. In the Create New Report wizard, choose a Data type.

ChooseDataType.png

 

  1. Use Filters to help narrow your data set:

   FILTER CATEGORIES FOR AGENTS

AgentFilters.png

  1. (Optional) If you want to add, delete, reorder, or sort the report's columns, click Edit Columns.

         

  • The Edit Columns window will appear. 

EditColumns.png

Note: In the above image, the column order has been switched using one of the arrows below the cursor

 

  • From the edit columns window, it is possible to search from a selection of several preexisting column headers, and to specify the order of the selected columns

SearchForColumns.png

 

  1. When the result list shows the data you want to see in the report, click Next.
  2. Follow the onscreen prompts to set the Delivery settings for the report, then click Next.
  3. Follow the onscreen prompts to set the delivery schedule for the report, then click Next..
  4. Follow the onscreen prompts to configure and name your new report.
  5. When you're done, click Save & Finish.

You'll see your new report in the Reports list.

 

 

See also:

Troubleshooting and Best Practices

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