The reporting feature in the Z Data Analytics Platform can be used to create PNG, PDF, and CSV reports based on dashboards, visualizations, or saved searches. All the existing reports and report definitions are listed in the Reporting dashboard.

Generating reports

To generate a report from a dashboard, visualization, or search, complete the following steps:
  1. From the action buttons, select Reporting.
  2. For dashboards and visualizations, choose Download PDF or Download PNG based on your needs. For searches, choose Generate CSV.
    • Reports might take a few minutes to generate depending on the size of the report. You will get a notification when it is ready to download.
    • CSV reports have a 10000-row limit. They have no explicit size limit, but extremely large reports might fail with an out of memory error.
    • The generated reports are added to the list of reports available in the Reporting dashboard and can be accessed and downloaded at any time.
  3. To create a scheduled report, choose Create report definition.
    The definition will be filled in with information from the dashboard, visualization, or search.
    1. Enter a name and optional description for your report.
    2. Click Create.

Creating reports by using a definition

Definitions allow you to generate reports from a saved criteria and schedule. To create a report by using a definition, complete the following steps:
  1. Click the menu icon hamburger icon, from the navigation panel, under Extended features, select Reporting.
  2. Next to Report definitions, click Create.
  3. Enter or select the appropriate values in the report definition fields:
    1. Enter a name and optional description for your report.
    2. Choose the report source. You can generate reports from a Dashboard, Visualization, or Saved search.
    3. Select the appropriate dashboard, visualization, or search from the provided selection list.
    4. Choose a time range for the report.
      Important: Changing the end date of a time range is currently not supported. The end date will always be the date and time when the report is generated.
    5. Choose a file format for the report.
    6. (Optional) Add a header or footer to the report. Headers and footers are only available for dashboard or visualization.
    7. Under Report trigger, choose either On demand or Schedule.

      For scheduled reports, choose either Recurring or Cron based.

  4. Click Create.
    • If you select On demand as report trigger, the corresponding report will be immediately created once the report definition is created.

      Additional reports can be generated at another time by opening the definition and clicking Generate report.

    • If you select Schedule as report trigger, reports will be generated based on the specified schedule and can be accessed and downloaded from the Reporting dashboard.

Deleting reports or report definitions

When a report or definition is no longer needed, you can follow the steps to delete it:
  1. Select the check-box to the left of the entry of a report or definition.

    After one or more entries are selected, a Delete button appears indicating how many entries are selected for deletion.

  2. Click Delete. A delete confirmation box will appear.
  3. Click Delete again to officially remove the selected entries or Cancel to return to the dashboard.