1 SRM Report Optimizer Quick Start Instructions

This chapter provides a basic overview of several common SRM Report Optimizer tasks, and provides references to other documents for more detailed information.

NOTE: Make sure you have completed all of the configurations steps included in the installation guide.

NOTE: SRM Report Optimizer requires Java Plug-in 1.5.0 or later. The plug-in can be downloaded

from the following web site: http://www.java.com/download/.

NOTE: Disable pop-up blocking software.

This chapter contains the following topics:

•Product name, page 2

•Installing a permanent license key, page 2

•Accessing the Central Management Console, page 2

•Accessing the SRM Report Optimizer web interface, page 2

•Creating a new report, page 3

•“Select a context” message, page 3

•Saving reports, page 3

•Exporting a report in Excel, CSV, or PDF format, page 4

•Using existing reports as a baseline to create new reports, page 4

•Modifying an existing report, page 5

•Adding new charts to reports, page 5

•Emailing reports, page 5

•Scheduling a report to be emailed, page 5

•Sending a unique report URL in an email, page 6

•Backing up new reports, page 6

•Restoring backed up reports, page 6

•Refreshing out-of-date report data, page 7

•Using file-based events with scheduled reports, page 7

•Selecting elements for scheduled reports, page 7

•Seeing how many users are logged on, page 7

•Setting autofit height and text wrap for columns, page 8

•Error Message: Refreshing Data, page 8

User Guide

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