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User Guide
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Chapter: List views & Reports
(Codenica Audit & Codenica Inventory)

 
Basic Information
 

List Views – Characteristics and Types

List views can be divided into types that determine the scope of available columns. By default, each list view opens with about 10 to 12 default columns, with other columns available in the Display Wizard, which is available by clicking the Customize button.
Customizing list views »

To open a list view for a given object type (user, IT-Set, software, license, etc.), use the main menu for the relevant object, e.g.: Menu > Software. List views allow you to call context menus for objects. They also support double-clicking on records.
The application's behavior in response to double-clicking an object is configured in:
Settings > General ».

My List Views
The My List Views feature allows you to create customized list views a given type of object (user, IT-Set, hardware, software, license, etc.), with selected objects connected by arbitrarily-selected relationships. Once it is created, a list view is dynamically linked to My List Views menu.
Description of My List Views »

General Lists
This is the basic list view for a given type of object (user, IT-Set, hardware, software, license, etc.).

Available List View columns (Customize button):
• All properties of a given object type

Extended List (with Objects)
This is an extended list view for a given type of object (user, IT-Set, hardware, software, license, etc.).

Available List View columns (Customize button):
• All properties of a given object type
• All properties of a related object type

For instance, an extended list of users and their software allows you to access columns showing the properties of the user object type and columns showing properties of the software object type. Extended lists (with objects) are divided into groups, depending on the type of relationship with related objects, for instance:
• An extended list of software with license information (CAL)
• An extended list of software showing license information (for software), etc.

Verifying Lists
These lists are available only for software and license object types. The lists are divided into two types: Duplicate product keys (or license keys) and Different license and product keys. The lists are designed to display lists of objects of a given type that turn out, in the verification process, to have the above-mentioned features. This can (although not necessarily, as in the case of package licenses) indicate irregularities in an inventory or audit.

Summary List
The list view that count the number of occurrences of a value in the entire collection of a given type of object (user, IT-Set, hardware, software, license, etc.)

Available List View columns (Customize button):
• All properties of a given object type
• Special columns - Total - for all objects, Total (licensed), and Total (no license) - for software and Total (number of seats) and Total (number of unoccupied) - for licenses.

The summary feature counts selected values from displayed record columns. For instance, if the "Name" and "Version" columns are enabled in a software summary list, the feature may count all Windows 7, etc., separately for each version. When the "Version" column is disabled, the feature will count all Windows systems, irrespective of the software version. Similarly, the user can extend or limit counting ranges by adding or removing list views columns.

Cost List (only in Codenica Inventory)
This is a list view showing all costs for a given type of object (user, IT-Set, software, license, etc.).

Available List View columns (Customize button):
• All properties of a given object type
• Columns corresponding to information about costs

Cost categories available in the application can be divided into:
• Purchase costs (purchase document)
• Repair costs
• Service costs
• Maintenance costs
• Upgrade costs

Term List (only in Codenica Inventory)
This is a list view of all terms for a given type of object (user, IT-Set, software, license, etc.).

Available List View columns (Customize button):
• All properties of a Term object
• All properties of a related object

Event List (history)
This is a list view of all history logs for a given type of object (user, IT-Set, software, license, etc.).

Available List View columns (Customize button):
• All properties of a history log entry
• All properties of a related object

Alert List (only in Codenica Audit)
This is a list view of alerts for audited hosts.

Available List View columns (Customize button):
• All properties of an Alert entry
• All properties of a Host object

List of Related Objects
General lists of related objects are launched from the level of a relational object. For instance, to display a general list of licenses, showing only the licenses that are associated with a particular user, select the Menu > User > Lists of Related Objects > Licenses (all) command and specify the user in question in the object selection dialog box.

Aggregate Lists
These are list views that can include all objects, irrespective of their type.

The following types of Aggregate lists are available:

• General list
• Supplier list
• Warranty document list
• Purchase document list
• Cost list (only in Codenica Inventory)
• Term list (only in Codenica Inventory)
• Repair list (only in Codenica Inventory)
• Service list (only in Codenica Inventory)
• Upgrade list (only in Codenica Inventory)
• Maintenance task list (only in Codenica Inventory)
• Network relationship list (only in Codenica Inventory)
• Functional relationship list (only in Codenica Inventory)
In Codenica Audit, aggregate lists can be accessed from the main Audit menu.

To learn more about relationships between objects in an inventory or audit, read the description of object characteristics (strongly recommended!):
• Object-oriented audit structure in Codenica Audit »
• Object-oriented inventory structure in Codenica Inventory »

Detailed Reports – Characteristics and Types

Detailed reports always consist of two columns: Property and Value. Their records belong to groups of appropriate categories. Detailed reports can be divided according to the range of covered data.
The displayed record categories are enabled/disabled using the following option:
Customizing reports »

To generate a detailed report for a given type of object (user, IT-Set, software, license, etc.), use the main menu for the relevant object, e.g.: Menu > Software. Detailed reports allow you to call context menus for objects. They also support double-clicking on records.
The application's behavior in response to double-clicking an object is configured in:
Settings > General »

Detailed Report for an Object
A report containing all information about a particular object in the form of "property – value". Detailed reports for objects also have an integrated tree of relationships with other objects, which can be used to manage them. They also have an additional panel that allows you to preview a detailed report for a related object.

Audit Differences Report (only in Codenica Audit)
A report containing all the information about differences between objects that were scanned and identified during selected host scans, presents them in the form: property – value.

Comprehensive Audit Report (only in Codenica Audit)
A report containing all objects within a current audit, in the form: property – value.

 
 
Customizing List Views
 
Customizing ListViews
 

To launch the Display Wizard, press the Customize button, available in the top panel of every list view (first on the left).

Operating Mode
The list view can operate in two modes: Optimized mode - the fastest operating mode that allows the application to process thousands of records, and Grouping mode – the graphical mode that divides the list visually according to a selected property.

 

NOTE: The list operating mode influences the appearance of a print list view.

 

The image below shows a user list view in the optimized mode.

ListViews – Optimized mode
 

The image below shows the same list view in grouping mode, where Department is selected as the grouping column.

 
ListView – Grouping mode
 

Columns
A group of settings that allows you to select columns to appear in an edited list view. You can define the order of columns, their size, justification, and a header description for each selected column.

Record Background Colors
Color settings for displayed records. The first color is for odd records, and the second one is for even records.

Grouping Column
Sets a column as the key for grouping records into visual subgroups. This option is available only after selecting the grouping mode in the settings for the list operating mode.

Grid Lines
Shows or hides the grid lines on a list view.

Save List View Filter
Each list view remembers its settings after closing, except for the filter settings. This option adds filter settings to the saved configuration and restores filtering criteria the next time a given list view is opened.

Restore Defaults Button
Restores the default settings for a given list view.

 
 
Customizing Detailed Reports
 
Customizing Detailed Reports
 

To launch the Display Wizard, press the Customize button, available in the top panel of every detailed report (first on the left).

Displayed Categories
Allows you to select record categories to be included in a detailed report, along with the order in which will be displayed (from top).

Grid Lines
Shows or hides the grid lines on a report.

Skip Properties with Empty Values
If this option is checked, a record will not be displayed if its value is empty.

Record Background Colors
Color settings for displayed records. The first color is for odd records, and the second one is for even records.

Category Record Colors
Separates specific categories of record groups in a detailed report. The first color applies to the font used for the category name, and the second color is for the record background.

Restore Defaults Button
Restores the default settings for a given detailed report.

 
 
My List Views
 
My ListViews
 

The My List Views feature allows you to create customized list views by selecting from all possible columns for the object type and all objects remaining in any possible relationship to the main object. Each customized list view should have a name that will be visible in the My List View menu.

Purpose
The feature for creating customized list views is a very flexible solution that allows you to create the content of a list view that would correspond to a given company. A created list view is added to the My List View menu, where it can be opened at any time.

List Name
An arbitrarily selected name that is required for a created list view.

List View Records
A list view always contains records for the main object type, e.g.: My List Views for hardware will contain records from the hardware collection. Remember this when preparing to create a customized list view. The main object type is always indicated in the wizard header.

Column Selection
The first columns in the list of columns available for selection are those with the properties of the main object type. (They can be identified by the fact that they do not contain dots in their names.) The following columns are ordered according to the following mechanism:

RELATIONSHIP TYPE.PROPERTY NAME

Thus, for the main object type "Software", the License.Name column will return names of licenses assigned directly as licenses for software, while the CAL License.Name column will return only the names of licenses assigned in CAL mode.

 
 
Filtering Data
 

The data filtering feature was designed as a universal tool to be used in all object selection controls and in all list views. To use a filter, press the button with the filter icon.

Filtering Conditions

Filtering Conditions

Launching the filter opens a dialog box with the list of filtering criteria. The number of criteria is unlimited. Filtering criteria can be saved and reproduced from XML files using the Save and Open buttons. If there are multiple filtering criteria, the application offers an option of establishing logical relationships between them (visible under the list). Filtering criteria can be joined with the AND operator. In this situation, the filtering mechanism discards values that do not meet ALL the criteria. The OR operator means that a filtered value must meet at least one criterion that should not be discarded.

 

Adding and Editing a Single Filtering Criterion

Adding and Editing a Single Filtering Criterion

To add or edit a single filtering criterion, select the New or Edit button. A filtering criterion consists of three fields:

Property - Selects a property (a column in the case of list view) that will be analyzed in a given filter.

Condition - A condition to be met in this particular criterion:
• is equal to
• is not equal to
• is greater than
• is less than
• is greater than or equal to
• is less than or equal to
• contains inside
• does not contain inside
• starts with
• ends with

Value - Any value that can be assumed by the property in this particular criterion.
Special values - These are placed between parentheses. The group includes:
• (null) – no value
• (current day) – only for a date value
• (current week) – only for a date value
• (current month) – only for a date value
• (current year) – only for a date value

 

Examples of Filter Definitions

Date – from 2010-01-01 to 2010-02-22
• Criterion 1 - Date is greater than or equal to 2010-01-01
• Criterion 2 - Date is less than or equal to 2010-02-22
• Logical operator: AND

Date – only July 2010
• Criterion 1 - Date starts with 2010-07

 
 
List View Statistics
 

The list view statistics feature is available for a list view by clicking the button with the statistics icon. The button is located in the bottom panel of any list view.

The list view statistics summarizes the number of occurrences of selected values in list view columns in the summary or counting mode, in accordance with user-defined conditions. List view statistics are displayed in the bottom panel. They are also transferred to the Print Wizard preparing a list view as a variable that can be used in a printout in any section supporting the Drag&Drop function.

List View Statistics

ListViews Statistics

An unlimited number of statistics can be created, but remember that there are limitations in the statistics display panel and the printout size.

List View statistics are configured in:
Settings > List View Statistics »

The Separator field allows you to define a character that separates individual statistics items. The number in parentheses refers to the number of separator characters (including spaces).

 

Adding and Editing List View Statistics

Adding and Editing ListViews Statistics

Open the dialog box for configuring a single statistics item by pressing the New or Edit button in the statistics list.

Analyzed Column - Should be selected first.

Displayed text - Sets the text displayed before the configured statistics in the bottom panel of the list view or printout.

Counting - This option is selected when the statistics performs a count, such as the number of instances of owned Windows software.

Summary - This option is selected when the statistics sums total costs incurred on purchasing software, for example.

Data Condition - The conditions to be met in order for statistics to be calculated. For instance, only HDD hardware will be counted.

 

Example of List View Statistics

Counting employees of a given department with the name of John
• List view - User > Main lists > General list
• Analyzed column - Department
• Counting
• Condition – Name is equal to John

 
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