Reference report screen

The reference report lets you view all assets that are associated in some way with the selected asset.

Accessing the report screen

The reference report is a screen available on all user-creatable asset types.

Reference report menu options
Figure 1. Accessing the reference report screen

Right-click on an asset in the asset tree and select Reference report.

You can also access the reference report from Settings  Reference report in the screen header.

Generating the first-run report

The reference report is not automatically generated. Click Generate report to create the report.

Generate report button

Using the report

Once the report is generated, the report results are displayed in a table with a total count of referenced assets.

The last time the report was generated is displayed to help you decide whether you should manually update the report. Click Update report to re-generate the report whenever you need the latest reference information.

A generated reference report displaying a selection of referenced assets
Figure 2. Reference report summary
  1. The Find in asset tree button (represented as binoculars) locates each asset referencing this asset in the asset tree.

  2. Hover over the icons in the Asset type column to show the asset type name.

  3. The Name column shows the name of the asset as it appears throughout the system.

  4. The Type column shows you the reference type for each asset referencing this asset. The following reference types are displayed in the report:

    • Metadata

    • Attribute

    • Link

    • Trigger

  5. The Referenced in column shows you where you can find the reference to this asset.

    For example, in the reference report summary image, the Asset listing reference (#402) shows that it has a reference to the Contact (#390) standard page asset in the Exclude Root Nodes field on the Details screen. When you click the Find in asset tree button, you can find the relationship from the reference information in the report.

    Screenshot showing the location of the reference to the Contact page in the Asset listing reference.
  6. Each referenced asset is sorted in the table by its asset status from Live to Archived status. Assets are then sorted by their asset ID, in ascending order.

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