Report Editor: Creating a filtered table report

This document explains how to create a simple table report and add a filter on a property to only show specific results. As an example, a server list with a filter on the operating system will be created.

Create a report

Go to the Reports section of your BlueDolphin tenant and click to create a new report. A New Ad Hoc View window will open.

A new report opens with a table by default, but to make sure it is in fact a table, click the graph icon on top of the report. Close the screen after you have confirmed or selected the table type.

Right-click on the title and select Add as column or drag the title to the column field above the report canvas.

Locate the property you want to display and add it to columns. For this report, the property "Operating system" is located in General (Node).

Note: General (Node) is the name of the questionnaire configured in this environment and doesn’t have to necessarily exist in your environment. However, every questionnaire in your environment is visible here with its questions/properties.

As BlueDolphin has only one objects table, we want to be able to filter the objects. Right-click Definition of the objects collection and select Create Filter. Select the object type you want to report on, in this case being Node.

This filter is the most common filter in BlueDolphin. Most reports start with adding a title and filter on a definition.

Note: Definition is the name of an object type in BlueDolphin and is unique for a type. ArchiMate type could be used for more than one definition in BlueDolphin and might not be unique, so it is better to filter on a definition.

In this report we will also filter on the property "Operating System". Right-click the property again, but now select Create Filter and select a value for the filter (it doesn’t matter which one). Click apply to activate the filters.

Optionally, you can add more filters, such as this report which filters on VMware virtual machines (within Node) as well.

Add a title to the graph and right-click the Title column to edit the label.

Save the report with Save ad hoc view as and give it an appropriate name. Select <your tenant name>\reports as the save location. Once saved, refresh the browser to confirm the report is visible and then open it.

Because this report has been saved as an ad hoc view, the filters are still visible. Select a property and click Apply to show results for another property.

Note: You can also change the type Node to something else, but as "Operating System" is a Node/Server property, the results will be empty.