Cloud Insights documentation
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Security
- Security Practices
- What We Store, and Where
Getting Started
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Data Collector List
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  - Virtual Machine Performance
- Dashboard Best Practices
Kubernetes Explorer
- Kubernetes Overview Page
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Working with Queries
- Querying Assets
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- Exporting Query Results to .CSV
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- Assigning Multiple Applications/annotations to Objects
- Copying table values to the Clipboard
Working with Annotations
- Defining Annotations
- Using Annotations
- Using Annotation Rules
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Working with Applications
- Application Concepts
- Configuring Applications
Monitors and Alerts
- Creating Monitors
- Viewing and Managing Alerts
- Configuring Notification Recipients
Working with APIs
Performance Policies and Alerts
- Alerting with Performance Policies
- Viewing and Managing Alerts
- Configuring Notification Recipients
Webhook Notification
Monitoring your Environment
- Auditing Events
- TTL and Downsampling
Asset Page Information
- Asset Page Overview
- In-Context Filtering for Objects
- Summary & Topology Sections
- Expert View Section
- User Data Section
- Violations Section
- Hints and Tips to Search for Assets
Reporting
- Reporting Overview
- Reporting User Roles
- Using Pre-Defined Reports
- Storage Manager Dashboard
- Creating an Example Report
- Managing Reports
- Custom Reports
- Data Models
- Data Retention
- Schema Diagrams
- Schema Tables
Cloud Secure
- About Cloud Secure
- Getting Started
- Alerts
- Forensics
- Automated Response Policies
- Notifications
- Cloud Secure API
Active IQ
Troubleshooting
- General Troubleshooting
- Troubleshooting Linux Acquisition Unit Problems
- Troubleshooting Windows Acquisition Unit Problems
- Researching Data Collector Errors
Reference & Support
- Requesting Support
- Data Collector Support Matrix
- Data Collector Reference - Infrastructure
- Data Collector Reference - Services
- Object Icon Reference

Managing Reports

08/20/2020 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.