Managing Reports
You can customize a report’s output format and delivery, set report properties or schedules, and email reports.
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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.
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In the Cloud Insights Reporting Portal, mouse over the report you want to customize and click […].
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Click Properties > Schedule
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You can set the following options:
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Schedule when you want reports to run.
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Format the report output.
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Delivery: print, save, or email the report.
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Languages define the language the report is delivered in.
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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.
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In the toolbar, click [+]
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Click Report
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Click the Pages icon
. The Report icon
is displayed
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Left click the Report icon. Report options are displayed.
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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
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In the toolbar, click [+]
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Click Report
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Click the Pages icon
. The Report icon
is displayed
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Left click the Report icon. Report options are displayed.
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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. |