Help for PDQ Inventory > Working with Collections > Creating and Editing Collections

Any Basic report can be used as the basis for creating a new dynamic collection as long as the Filters tab of the Define Report window contains at least one filter. This procedure explains how to create a custom dynamic collection from a report.

To create a collection from a report:

1.On the main console tree, click the Reports folder, then on the Reports page, select a Basic report.

2.To create a collection based on the selected report, do one of the following:

•Right-click the report and select New Collection from Report.

A new Dynamic Collection window opens using the same name, description, and filters as the report. Proceed to step 3 to edit the collection or click OK to save it at the top level of the main console tree.

•Double-click the report (or click Report > Define Report or right-click and select Define Report or press Ctrl+F8), then in the Report window, on the toolbar, click New Collection from Report.

3.Edit the collection name, description, and filters as needed.

For editing details, see Dynamic Collections.

Creating Collections from Reports

Creating Collections from Reports

See also