HP Software Portal Support
- Pavan Raja

- Apr 8, 2025
- 3 min read
Summary:
This document from Hewlett-Packard Development Company provides guidelines for creating reports using their software tools. It starts by explaining that reports should be based on queries and utilize templates as starting points, which can then be adjusted according to specific needs. The document outlines four methods for finding relevant data sources and suggests a step-by-step process to begin report creation: searching stock content, utilizing existing HP queries, reviewing help files, and consulting with managers or technical specialists. For building the actual reports, it recommends choosing between customizing an existing template or creating one from scratch, while always considering run time parameters in constructing queries. The document also highlights best practices such as not re-inventing the wheel by using available templates, being creative within constraints, and effectively utilizing filters. Finally, it touches on security considerations when working with data, emphasizing responsible handling of sensitive information.
Details:
This document outlines a set of guidelines and steps related to creating reports as part of an instructional resource provided by Hewlett-Packard Development Company, L.P., dated 2013. The agenda covers several key areas including report requirements, data sources, where to start in the process, building the report, and summarizing best practices for report creation.
**Report Requirements:**
The document specifies that reports should be based on queries and utilize templates as a starting point. Parameters within these templates can be adjusted to fit specific needs. Key elements include:
**Queries**: These are essential for extracting data and should be utilized if not already present in stock content.
**Templates**: Pre-existing formats from which reports can either be modified or used directly, serving as a base structure.
**Data Sources:**
The document provides four methods to find relevant data:
1. **Search the stock content of Reports and Queries**.
2. **Utilize existing queries within HP software products**.
3. **Review Help files and support documents provided by Hewlett-Packard**.
4. **Consult with your manager or a technical specialist at Hewlett-Packard for guidance on accessing appropriate data sources**.
**Where to Start? (Four Steps):**
1. **Search the stock content of Reports and Queries**: Begin by examining available templates and queries within HP software products.
2. **Utilize existing queries within HP software products**: If specific queries are not found, create new ones or modify existing ones.
3. **Review Help files and support documents provided by Hewlett-Packard**: This can provide additional guidance on accessing data relevant to your report.
4. **Consult with your manager or a technical specialist at Hewlett-Packard**: For direct assistance in finding the right data sources and building effective queries.
**Building the Report:**
The process involves:
**Choosing between customizing an existing template or creating one from scratch**.
**Constructing queries that include necessary fields and conditions**, which can also take into account run time parameters for more precise data extraction.
**Summary of Best Practices:**
1. **Do not re-invent the wheel**: Utilize available templates and stock content to save time and effort.
2. **Do not customize the stock content unnecessarily**.
3. **Utilize filters effectively in queries to narrow down the scope of information needed**.
4. **Be creative within these constraints** to create effective reports tailored to specific needs.
The document concludes with a thank you note and mentions related security considerations for working with data, which highlights the importance of handling sensitive information responsibly when creating reports.

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