Ransomware attackers specifically target and attempt to destroy backup systems to increase the probability of payment. Hardening your system is critical. Please ensure you have reviewed your platform security using the Security Hardening Checklist
Cohesity

COHESITY Documentation

Explore our documentation to get started, discover products & new features, access troubleshooting guides, register sources, platforms support.

Products
Data Security Alliance
Visit Cohesity.com
Demos
Support
Blogs
Developers
Partner Portals
Cohesity Community
© 2026 Cohesity, Inc. All Rights Reserved.
Terms of Use|
Privacy Policy|
Legal|
  1. Home
  3. IT Analytics Help
  5. Section IV. End user
  7. Work with the SQL template designer
  9. Create a SQL Template

Create a SQL Template

  1. Select Reports > My Reports> Your Custom Name Folder.

  2. Click the New SQL Template button.

The initial display of the SQL Template Designer window displays:

  • Tabs to navigate the configuration steps. Use either the tabs at the top of the window, or click Next at the bottom of the window.

  • Designer components that can be configured for users to select at run-time.

    See Configure SQL Template Scope Selector Components.

Template Designer

Using the checkboxes, select which parameters you want the user to specify in the Scope Selector window when the report is generated.

  • See Date Range.

  • See Host Groups and Client Scope.

  • See Array Scope Selector.

  • See Datastore Scope Selector.

  • See VM Servers Scope Selector.

  • See VM Guests Scope Selector.

  • See Custom Text Fields.

  • See Static Custom Combo Box.

  • See Query Custom Combo Box.

To customize any of the above options refer to the following.

See Configure SQL Template Scope Selector Components.

After you complete the selections within the tabbed Report Designer window, click Next to go to the window where you will construct the SQL query.

See Construct the SQL Query.

Query

Type your SQL statement using the list of valid database views and fields. Click Validate Queryto check your SQL statement for valid syntax before moving on to formatting and saving. This Validate Query task actually executes the query in order to validate the syntax. Seemingly simple queries could return a large amount of data and therefore may take some time to validate.

See Construct the SQL Query.

Formatting

To format the output for a report template, select the information that you want included in the report, as well as the report output style--Table, Bar Chart, Donut Chart, Gauge Chart, Area Chart, Stacked Area Chart, Horizontal Bar Chart, Pie Chart, Pivot Table, Stacked Bar Chart, Horizontal Stacked Bar Chart.

See Format the SQL Template Output.

Save & Share

Save and share report templates with others. Assign the category for placement and set up the Inventory Report Configuration.

See Inventory Report Configuration.

You can also select individual users or groups to share with.

Feedback

Was this page helpful?
Previous

Steps to Create SQL Templates

Next

Configure SQL Template Scope Selector Components

Feedback

Was this page helpful?