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Generate reports on demand

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Applies to: Windows Server 2022, Windows Server 2019, Windows Server 2016, Windows Server 2012 R2, Windows Server 2012, Windows Server 2008 R2

You can generate reports on demand using the File Server Resource Manager (FSRM). With these reports, you can analyze the different aspects of current disk usage on the server. Current data is gathered before the reports are generated.

When you generate reports on demand, the reports are saved in a default location unless specified in FSRM > Action > Configure Options > Report Locations. No report task is created for later use. You can view the reports immediately after they're generated or e-mail the reports to a group of administrators.

Note

If you choose to open the reports immediately, you must wait while the reports are generated. Processing time varies depending on the types of reports and the scope of the data.

Prerequisites

The following must be installed to use this feature:

How to generate reports

  1. Click Start > Windows Administrative Tools > select File Server Resource Management.
    Alternatively, click Start > type fsrm.msc > hit Enter.
  2. Select Storage Reports Management, right-click Storage Reports Management, then select Generate Reports Now (or select Generate Reports Now from the Actions pane).
  3. In the Storage Reports Task Properties dialog box, select the data you want to include from the Report data selection box.
  4. Under Report formats, select one or more formats for your report. The default is set to Dynamic HTML (DHTML). Other available formats are HTML, XML, CSV, and Text. The default save location for the reports are stored in C:\StorageReports unless changed.
  5. Click the Scope tab > click Add > browse to the volume or folder that you want to generate the reports from and click OK to add it to your report scope.
    • You can add as many volumes or folders as you want to include in the reports.
    • To remove a volume or folder, select it from the list > click Remove.
    • You can also include the following data types by selecting them within the Scope tab:
      • Application Files
      • Backup and Archival Files
      • Group Files
      • User Files
  6. Click OK > select one of two available options to generate your report > then click OK to generate your report.
    • Generate reports in the background
    • Wait for reports to be generated and then display them

The following animation demonstrates the steps to generate a report using the Generate Reports Now feature.

A video demonstrating how to generate a report using the generate reports now feature in the File Server Resource Manager for Windows Server.

Generate custom reports

To customize your reports, perform the following:

  1. In the Storage Reports Task Properties dialog box, select the data you want to include from the Report data selection box.

  2. Click Edit Parameters, then in the Report Parameters dialog box, edit the parameters as needed, then click OK.

    Tip

    Each report data label has its own set of parameters. When customizing reports, it's recommended to select one report label at a time in making modifications.

    To see a list of parameters set for all the selected reports, click Review Selected Reports, then click Close when complete.

  3. After customizing your report, select the report output type from Report format, click OK, select how you want your report generated, and then click OK.

Deliver reports via email

To deliver copies of the reports to administrators by e-mail:

  1. In the Storage Reports Task Properties dialog box, complete your selection of the report data you want to generate along with the Report format of choice.

  2. Click the Delivery tab, select the Send reports to the following administrators check box, then enter the names of the administrative accounts that receive reports in account@domain formatting using the semicolon (;) to indicate multiple accounts.

  3. Click OK, select how you want your report generated, and then click OK.

    Note

    In order to use this feature, an SMTP server must be configured to prevent e-mail delivery failure.

Additional references