Reports

Report Manager enables you to access and delete existing reports. It also allows you to create new reports.

From the left navigation bar, click Reports to view already created reports under the Report Manager section.

In the left navigation bar, tenant name appears below the user name, For example, in the screenshot above, user name is admin and tenant name is SevOne.

Report Folders

The left-hand column displays the following folders.

All Reports - includes all reports that you have access to.
After successful installation of SevOne Data Insight, the following standard reports can be imported.
- Alert Dashboard
- Device Metadata Report
- Flow Sankey Diagram
- Flow Workspace
- Most Utilized Interfaces
- Network Performance Report
- Network Topology
- TopN Workspace
For details on how to import the out-of-the-box reports (OOTB), please refer to SevOne Data Insight Administration Guide > Configuration > section OOTB Reports.
All Templates - includes all report templates that you have access to.
After the successful installation of SevOne Data Insight, the following standard report templates can be imported.
- Availability Object Summary
- Cisco ASA Device Summary
- Device Summary
- Indicator Summary
- Indicator Summary (Bytes)
- Indicator Summary (Percent %)
- Interface Object Summary
- Linux Device Summary
- Memory Object Summary
- Network Device Summary
- SevOne Appliance Device Summary
For details on how to import the out-of-the-box (OOTB) report templates, please refer to SevOne Data Insight Administration Guide > Configuration > section OOTB Reports.
Favorites - any report marked as favorite is included in this folder. Also, you may drag-n-drop a report into this folder to be marked as favorite. Click . Click to remove one or more reports as favorite(s).
Reports Shared with Me - includes reports that other users have shared with you.
Templates Shared with Me - includes report templates that other users have shared with you.
Reports Shared with Others - includes reports that you have shared with others.
Templates Shared with Others - includes report templates that you have shared with others.
Scheduled Reports - includes scheduled reports.
Personal - contains personal report sub-folders. Click to view the list of sub-folders. Click next to Personal folder and choose Add to add new folder(s) under the Personal folder.
- Click next to the sub-folder under the Personal folder and select one of the following.
- Add - to add a folder under the sub-folder.
- Edit - to edit the sub-folder.
- Delete - to delete the sub-folder. This option is only available if there are no reports in the folder that is being deleted.
  
  Under the Personal folder, reports can be moved from one sub-folder to another sub-folder by simply dragging-n-dropping the report from one to another.

Manage Reports

Select a folder to display its contents on the right. The Name column contains the names of the reports. The Last Updated column displays information about when the report was last changed.
To search for a specific report, type a few letters in the search box, Search reports.... It searches through all the columns in the reports for the letters entered in the search box. To search in a specific column, click in the upper-right corner of the list of reports or templates, or favorites, etc. Search fields under each column name appears.

Example

If you search for the word, workspace, in the Description column, you will not find any report that contains the word, workspace, in this column.

Now, search for the word, workspace, in the Name column and it returns two reports.

Search fields are case-insensitive.
The following information is available for reports:
- Click to mark one or more reports as Favorites - icon for report marked as favorite appears as . Click to remove one or more reports as favorite(s) and the icon changes .
- Name - the report name.
- Description - the description for the report.
- Folder - the folder that contains the report.
- Owner - the owner of the report.
- Last Updated - when the report was last updated.
Click next to Name, Description, Folder, Owner, or Last Updated to sort reports in ascending or descending order.

Each folder in Report Manager displays up to 50 rows/page. If the selected folder contains more than 50 rows, in the bottom-right corner, you will see the page number you are on out of the total number of pages.

Edit Report

To edit a report, select the check box next to the report Name column that you would like to edit. You will see Report Settings panel on the right.

Example: Check box for report Alert Dashboard selected

Details

Shows details of the selected report.

Allows you to edit the Report name and Description of the report. It also displays the details about who the owner of the report is and when it was last modified.
Enable Set report as my homepage to set the selected report as your homepage. This is for a user-specific homepage. When you make the current report as your homepage by enabling this field > click Save, the selected report will become your homepage and the report will also get added to the Favorites folder. The Favorites column in the list of reports will contain icon to indicate that the report is set as a homepage and when you click on the report, the generated report will contain icon on the report header.
Enable Set report as homepage for every user in tenant to set the selected report as homepage for every user in the tenant. Only admin users or a user who can modify a tenant has access to this field. This field is only available if the selected report is marked as Public under Report Settings > Permissions > User Access field.

User homepage takes precedence over the tenant-level homepage.
The report selected by user/tenant admin as homepage by default is added to the Favorites folder and set as favorite in the Favorites column.

Click Save to save the updates or Cancel to exit.

Save button becomes available only if any of the fields are updated.

Permissions

Allows user to manage permissions for the selected report.

Perform the following steps to set permissions.

Click the Owner drop-down and select a user name to assign as the report owner.
Click the User Access drop-down and select one of the following options:
- Private - to provide access to the report owner only.
- Public - to provide access to everyone.
- Restricted - to provide access to specified users. If you select this option, click the Users drop-down to select user(s) who are able to access the report.
- Multi-tenant - to provide access to one or more tenants. From Tenants drop-down list, select the tenants you want to share the selected report with. Please see Examples: User Access - Multi-tenant below.
  
  Selecting All Tenants will share the selected report with all current and future tenants.
- Multi-team - to provide access to one or more teams. From Teams drop-down list, select the teams you want to share the selected report with. Please see Examples: User Access - Multi-team below.
Select the Read Only check box to provide read only access to specified users. (The report owner always has full access.)
Click Save to apply the changes or Cancel to exit.

Save button becomes available only if any of the fields are updated.

Example: User Access - Multi-tenant

The following steps explain Permissions tab > User Access field > drop-down option Multi-tenant.

Log in to SevOne Data Insight as user admin (role Super Admin) and tenant SevOne. You will see the following in the left navigation bar of the page.
From the left navigation bar, click Reports.
Click Create Report button in the upper-right corner.
Create any report. This example shows that Alert Details (SevOne) Report has been created and saved.
Search report Alert Details (SevOne) Report and select it. Click Permissions tab under Report Settings.
Set User Access field to Multi-tenant. You can now add one or more tenants to share this report with. In this example, tenant chosen is tenantDoc. Click Save button to save the report settings.
From the left navigation bar, click and select Change Tenant. From the Switch Tenant pop-up, choose tenant, tenantDoc, and click the Switch button to switch the tenant from SevOne to tenantDoc.
From the left navigation bar, click Reports and select All Reports. You will see Alert Details (SevOne) Report report in the list.
Select report Alert Details (SevOne) Report. Under Report Settings, Permissions tab is not available. This is because tenant, SevOne, created report Alert Details (SevOne) Report and shared it with tenant, tenantDoc. Tenant, tenantDoc, does not have the permissions.
From the left navigation bar, click and select Change Tenant. From the Switch Tenant pop-up, choose tenant, Flapjack Industries, and click the Switch button to switch the tenant from tenantDoc to Flapjack Industries.
Tenant SevOne only shared report Alert Details (SevOne) Report with tenant, tenantDoc. Since the report was not shared with tenant, Flapjack Industries, it will not be available from the report list.

Examples: User Access - Multi-team
Example: User Access - Only one team available

When a tenant has only one team, Multi-team option is unavailable from Permissions tab > User Access drop-down.

Log in to SevOne Data Insight as user admin (role Super Admin) and tenant test. Team test-team belongs to it and at present, contains 0 reports.
Log out as user admin and tenant test.
Now, log in to SevOne Data Insight as user admin (role Super Admin) and tenant SevOne.
From the left navigation bar, click and select Change Tenant. From the Switch Tenant pop-up, choose tenant, test, and click the Switch button to switch the tenant to test.
From the left navigation bar, click Reports.
Click Create Report button in the upper-right corner.
Create any report. This example shows that Alert Details (SevOne) Report has been created.
Click the Save button to save the report.
From the left navigation bar, click Reports.
Select All Reports, search for report Alert Details (SevOne) Report, and select it. Click Permissions tab under Report Settings.
Since tenant test has only one team (test-team), Multi-team option from User Access drop-down is unavailable. To share report Alert Details (SevOne) Report with team, test-team, available for tenant test, perform the steps below.
From the left navigation bar, click and select Change Team. From the Switch Team pop-up, choose team, test-team, and click the Switch button to switch the team to test-team for tenant test.
From the left navigation bar, click Reports.
Select All Reports, search for report Alert Details (SevOne) Report, and select it.
Under Report Settings, Permissions tab > choose Public from User Access drop-down.
Click Save button to save the report settings.
From the left navigation bar, click and select Change Team. From Switch Team pop-up, click Sign out of all teams button.
From the left navigation bar, click Reports, select All Reports, search for Alert Details (SevOne) Report report in the list, and select it.
Under Report Settings, Permissions tab > User Access is now Multi-team.
Field Teams contains All Teams. When you click on Teams drop-down, team test-team is in the list but not selectable as there is only one team and there are no other teams available to select from.
Log out as user admin.
Log in to SevOne Data Insight as user admin (role Super Admin) and tenant test. Team test-team belongs to it and it now contains report Alert Details (SevOne) Report.

Example: User Access - Multiple teams available The following steps explain Permissions tab > User Access field > drop-down option Multi-team.

Log in to SevOne Data Insight as user teamtester and tenant SevOne. Team Team 4 belongs to it and at present, contains 3 reports - DC Demo, DC Demo3, and Welcome.
Log out as user teamtester and tenant SevOne.
Now, log in to SevOne Data Insight as user admin (role Super Admin) and tenant SevOne.
From the left navigation bar, click Reports.
Click Create Report button in the upper-right corner.
Create any report. This example shows that Alert Details (SevOne) Report has been created.
Click the Save button to save the report.
From the left navigation bar, click Reports.
Search report Alert Details (SevOne) Report and select it. Click Permissions tab under Report Settings.
Set User Access field to Multi-team. You can now add one or more teams to share this report with. In this example, team chosen is Team 4 for field Teams.
Click Save button to save the report settings.

You have now shared report Alert Details (SevOne) Report with Team 4.
Log out as user admin.
Log into SevOne Data Insight as user teamtester and tenant SevOne. Team Team 4 belongs to it and it now contains 4 reports - Alert Details (SevOne) Report, DC Demo, DC Demo3, and Welcome.

Scheduling

Allows user to run the report on a schedule.

Perform the following steps to configure a schedule.

Select the Run the report on a schedule check box to run the report on the schedule that you configure. This enables the fields below for configuring the schedule.
Click the Time zone drop-down and select a time zone.
After Run every, enter a number to specify how frequently (in hours, days, etc.) you want to run the report. Click the drop-down to the right and select Hour(s), Day(s), Week(s), Month(s), or Year(s).
After Starting at, enter a start date and time on which you would like to start the report schedule.
Starting at cannot be set to a time in the past.
Select the Email delivery check box to send the report to the email addresses you specify in the text field below. Use comma separator to add more email addresses.
Select the FTP/SFTP delivery check box to send the report via FTP or SFTP.
Click Save to apply changes or Cancel to exit.
Save button becomes available only if any of the fields are updated.

Versions

Provides the user a list of older versions of the reports (if available) to choose from and revert the report to the version selected.

Buttons

The following buttons are available on the upper-right corner to manage the reports.

Create Report - to create a new report. It's not necessary to select an existing report for this option. To create a new report, click Create Report. For details, please refer to section Create to create a report.
Duplicate - select a report for which you want to create a duplicate copy and click Duplicate. The Duplicate button becomes available only after you select the report.
Delete - to delete the selected report(s). You can delete multiple reports at the same time.
Run - to run the selected report. The report opens in a new tab and you can edit it from there. When you select multiple reports, each report will open in separate tab.
Import - to import reports from a .tar file. Select the Assign each report to its original owner's username check box to assign the reports imported to its original owner's username.
- Reports can only be imported from a .tar file. Other file extensions are not acceptable. If the file extension is not a .tar file then it will simply ignore the action.
- Reports can be imported to the same or newer version of SevOne Data Insight as the one they were exported from, by drag and drop into Reports.
- SevOne does not support the importing of reports from a newer to older version.
Reports can be imported into different SevOne Data Insight instances and all resource selections will remain intact on export. After importing to the target instance, any available resources in the imported reports will be shown and the unavailable resources will be ignored. On import, the reports will have whatever resources are available by name on the target Data Insight, regardless of the resource type.

Export report

Click the check box next to the report Name column. button changes to button.

Export - to export one or more selected reports, as is, into a .tar format. Click one or more check box next to the report Name column. Click in the upper-right corner to export the selected reports. In the pop-up, select the check box(es) for the reports you would like to export. If any report link dependencies are found and you would like to include these dependencies with the exported .tar file then, select the Include report link dependencies check box. Click Export to export the selected report(s) or choose Cancel to exit.

Make sure pop-ups are enabled for your browser. Otherwise, you may experience problems when trying to open reports.
- to refresh report information, click the icon in the upper-right corner of the page.

View Report

To view a report, click the report name in the Name column.

Example: Click on report name Alert Dashboard

Example: Click on report name Most Utilized Interfaces

Buttons

The following buttons are available on the upper-right corner of the report screen.

Button	Description
	Click to change report timespan.
	Click to change report variables.
	Click to refresh reports based on set time.
	Click to rotate reports based on set time.
	Click to add a new widget.
	Click to save a report or to save a report as a template. It also allows you to view report PDFs in landscape or portrait layout.
If you are a Report Consumer, you will see which allows you to view report PDFs in landscape or portrait layout.
	Click to delete selected report(s).
	Click to see report in view mode.
	Click to see report in edit mode.

For details, please refer to section Create > Report Options to create a report.