Get Docy(opens in a new tab)

Report builder

TNI includes a Software and License Report Builder for creating advanced custom reports covering user-defined items. This functionality is available in the Software Accounting and, in TNI Professional, in the Licenses tab.

All reporting operations are performed using the sidebar.

Creating a report

To build a report for Software items or Licenses follow these steps:

  1. Select the item(s) from the Software or Licenses list.
  2. Select a predefined template from the Standard list in the sidebar. The report will be generated based on the selected template.
  3. View the data in the Details panel with the expanded table report for Software or Licenses.

Creating templates

To create your own report template for Software accounting or Licenses, click the New Template button in the sidebar. The Report template builder will open.

You can also use the Copy and Modify option that appears when you click the More Actions menu for any standard template in the sidebar list.

  1. Object of report
  2. List of available fields
  3. List of selected fields to be displayed in the report
  4. Condition builder
  5. When applied, the report will be generated only for the devices selected in the network tree. If the option is inactive, the report will be generated for all assets in the Storage.

The functionality of the Report template builder is very similar to that of the Table reports builder.

Template management

Report templates created for Software accounting and Licenses are considered custom templates and are placed in the sidebar.

When you hover over a previously created template, an edit button appears. The following actions are available from the context menu or the More Actions menu :

  • Add to pinned— pins the selected template to the sidebar. Pinned templates are placed at the top of the sidebar;
  • Copy and edit — creates a copy of the selected template and opens it in the editor. This option is also available for standard templates and can be useful for creating a custom template based on a standard one;
  • Edit template— opens the selected template in the editor;
  • Delete— removes the selected custom template;
  • Export — opens an Explorer window where you can specify the directory to which the template will be exported.

Exporting and printing a report

After building a report, you can print or export it using the corresponding buttons in the Details panel.

The following export formats are available:

  • Plain text
  • Rich Text Format (RTF)
  • PDF
  • HTML
  • OpenDocument Format (ODF)
  • Microsoft Excel (XLSX)
Contents