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Managing Reports

04/02/2021 Contributors Download PDF of this page

You can customize a report’s output format and delivery, set report properties or schedules, and email reports.

The Reporting feature is available in Cloud Insights Premium Edition.

Customizing a report’s output format and delivery

You can customize the format and delivery method of reports.

In the Cloud Insights Reporting Portal, mouse over the report you want to customize and click […].

Report Customization Menu

Click Properties > Schedule

Scheduling a Report

You can set the following options:
- Schedule when you want reports to run.
- Format the report output.
- Delivery: print, save, or email the report.
- Languages define the language the report is delivered in.
Click Create to produce the report using the selections you made.

Copying a report to the clipboard

Use this process to copy a report to the clipboard.

In the toolbar, click [+]
Click Report
Click the Pages icon . The Report icon is displayed
Left click the Report icon. Report options are displayed.
Click Copy Report to Clipboard.

Opening reports (xml) from the clipboard

You can open a report specification that was previously copied to the clipboard.

About this task
You enter the Reporting user interface by creating a new report or opening an existing report

In the toolbar, click [+]
Click Report
Click the Pages icon . The Report icon is displayed
Left click the Report icon. Report options are displayed.
Click Open report from clipboard.