Managing Reports

Contributors netapp-alavoie

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

Note 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.

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

Report Customization Menu

  1. Click Properties > Schedule

Scheduling a Report

  1. 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.

  2. 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.

  1. In the toolbar, click [+]

  2. Click Report

  3. Click the Pages icon Page Icon. The Report icon Report Icon is displayed

  4. Left click the Report icon. Report options are displayed.

  5. 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

  1. In the toolbar, click [+]

  2. Click Report

  3. Click the Pages icon Page Icon. The Report icon Report Icon is displayed

  4. Left click the Report icon. Report options are displayed.

  5. Click Open report from clipboard.

Troubleshooting

Here you will find suggestions for troubleshooting problems with Reporting.

Problem:

Try this:

When scheduling a report to be sent via email, the name of the user logged in is pre-populated to the email’s “To” field. However, the name is in the form of "firstname lastname" (first name, space, last name). Since this is not a valid email address, the email will fail to send when the scheduled report is run.

When scheduling the report to be sent via email, clear the pre-populated name and enter a valid, properly-formatted email address in the “To” field.