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Home > Success Center > Patch Manager > Patch Manager Documentation > Patch Manager 2.1.5 Administrator Guide > Configure the inventory tasks and generate reports > Create a custom report

Create a custom report

Created by Caroline Juszczak, last modified by Steve.Hawkins on Mar 02, 2018

Views: 897 Votes: 0 Revisions: 8

Use the Report Definition Builder to create custom SolarWinds Patch Manager reports. You can create a WSUS report with the pending updates in your environment, along with their update IDs and Update Revision Numbers. By including these values, you can install the updates directly from Report Viewer. 

This section describes how to:

Create a custom WSUS report

The following procedure describes how to create a custom WSUS report. This example describes how to customize a report to list and automatically install updates directly from the Report Viewer.

  1. In the navigation menu, expand Administration and Reporting > Reporting > WSUS Reports.
    SPM-Admin-Guide-WSUS-Reports-Navigation.png
  2. Select Windows Server Update Services Analytics.
  3. In the center pane, select Computer Update Status.
  4. Under Available Datasources, select Computer Update Status With Update Information.
    SPM-Admin-Guide-Computer-Update-Status.png
  5. Under Available Fields, press <Ctrl> and select the following fields in this order:
    1. Computer Name
    2. Update Title
    3. Update Installation State (Friendly Name)
    4. Update ID
    5. Update Revision Number
    6. Name (Update Server)
  6. In the Actions pane, click New Report.
  7. Apply a sort preference to one of the columns.
    SPM-Admin-Guide-Reporting-Define-The-Report.png
    1. Click Not Sorted next to a column name.
    2. Select a sort option, such as Ascending or Descending.
  8. Add a filter to the report for updates that will install when approved.
    SPM-Admin-Guide-Reporting-Select-The-Filter-Criteria2.png
    1. Under Select the filter criteria for the report, click [+].
    2. Click Select Field and select Computer Update Status With Update Information > Update Approval Action (Friendly Name).
    3. Click Select Operator and select equals.
    4. Click <Enter Value> and select Enter Value.
    5. In the text box, enter Install and then click the arrow to finish adding the filter criteria.
      The first filter is completed.
  9. Add a filter to the report for updates with states that are not Installed or Unknown.
    SPM-Admin-Guide-Reporting-Select-The-Filter-Criteria3.png
    1. Click [+] next to the existing filter.
    2. Click Select Field and select Computer Update Status With Update Information &gt; Update Installation State (Friendly Name).
    3. Click Select Operator and select does not equal.
    4. Click <Enter Value> and select Enter Value.
    5. In the text box, enter Installed, and press <Enter>.
    6. Click the arrow and select Place in New Group.
    7. Click [+] in the new group.
    8. Click Select Field and select Computer Update Status With Update Information &gt; Update Installation State (Friendly Name).
    9. Click Select Operator, and then select does not equal.
    10. Click <Enter Value> and select Enter Value.
    11. In the text box, enter Unknown and press <Enter>.
  10. Click Next.
  11. In the Report Name field, enter a unique name.
    For example, enter Computers to Update.
  12. Select Save and run report now.
  13. Click Finish.
    The customized report now lists and automatically install updates directly from the Report Viewer.
  14. Examine your report and customize the layout as needed.
    See Patch Manager Report Viewer for layout details. 

Install updates from a WSUS report

After you create a custom WSUS report, complete the following procedure to install updates directly from Report Viewer. 

  1. Run a report that returns the Update ID and Update Revision Number columns.
  2. In the Report Viewer window, select the update(s) you want to install.
  3. Click the Actions tab.
  4. Click Update Management.
  5. In the Update Management window, click OK.
  6. In the Task Options Wizard window, add the computers that receive the updates, and click Next.
  7. Complete the Scheduling and Notification Options form, and then click Next.
  8. Click Finish.
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