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.

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Help Version: 8.1.0.0

Creating Collections from Reports

Creating Collections from Reports