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NetApp Backup and Recovery

Create and manage reports in NetApp Backup and Recovery

Contributors netapp-mwallis
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Create reports in NetApp Backup and Recovery to confirm that your workloads are protected and to find backups that need attention. Reports show counts of successful and failed backups, backup types, storage systems, cluster health, and timestamps. Run a report once or on a schedule, and then view, download, or delete the generated reports.

Required NetApp Console role
Backup and Recovery super admin, Backup and Recovery backup admin, Backup and Recovery restore admin, or Backup and Recovery clone admin. If you are protecting data stored on a Cloud Volumes ONTAP cluster, the Cloud Volumes ONTAP Admin role is also required. Learn about Backup and recovery roles and privileges. Learn about NetApp Console access roles for all services.

Report types you can create

Choose the report type that answers your question, such as whether workloads are protected, what you are being charged for, or which jobs failed.

Report type Description

Protection overview

A complete overview of your protection status, including inventory and restore summaries.

Usage and charges

Usage and charge details for each workload or resource.

Status summary

The status of all scheduled and on-demand jobs, with details for each job.

Audit report

An audit trail of all actions and events performed in the system.

Kubernetes overview

Protection and backup status for your Kubernetes clusters, applications, and namespaces.

Create a report

Create a report to review the protection status of your account, specific agents, specific hosts, or specific workloads. You can run the report once or on a recurring schedule.

Steps

  1. From the NetApp Backup and Recovery menu, select Reports, and then select Go to new reports if the Protection reports page appears.

  2. Select Add report.

  3. In Select report type, choose a report type and select Proceed.

  4. In Report name, enter a unique name for the report.

    The name must be between 3 and 100 characters, can include only letters, numbers, spaces, underscores (_), and hyphens (-), and must start with a letter.

  5. Under Scope, select the level at which the report collects data:

    • By account: Include everything in the account. No further input is needed.

    • By agent: In Agent, select one or more Console agents. The report includes only the resources managed by the selected agents.

    • By host: In Select host, choose one or more hosts and select Accept. Use this option for workloads that run on hosts, such as Microsoft SQL Server and Oracle Database.

    • By workload: In Workloads, choose one or more workload types.

      Note The By workload list does not include ONTAP Volumes. To create a report for ONTAP Volumes, use the By account or By agent scope.

  6. Under Frequency, choose how often to run the report:

    • One time: Run the report once. This is the default.

    • On schedule: Run the report repeatedly. In Run every, choose a frequency. Scheduled reports appear on the Scheduled reports tab.

  7. Under Report delivery options, optionally enable Email the report results when the report runs.

    This option is disabled by default. By default, reports are sent to all users in the organization. To send reports to specific recipients, configure email notifications on the Settings page under Notifications. For details about configuring email notifications, see Configure settings.

  8. Under Retention, in Keep for, choose how long to keep the report before it is deleted. 30 days is the default.

  9. Select Add.

    The report appears at the top of the Generated reports list. When the report is ready, a success message appears and you can download or delete the report.

The Generated reports list shows the name, type, range, generation time, and user for each report. The Scope column summarizes what the report covers, for example "1 Account" or "1 Agent". Select View in the Scope column to open the report. The range shows N/A for one-time reports.

Download a report as JSON, PDF, Excel, or CSV

Download a generated report to review it offline or share it with others who don't have access to the NetApp Console.

Steps

  1. From the NetApp Backup and Recovery menu, select Reports.

  2. On the Generated reports tab, find the report that you want to download.

  3. In the report's row, select Download, and then choose a format:

    • Download JSON

    • Download PDF

    • Download Excel

    • Download CSV

      You can also use the Download menu on the report page.

      Large reports can take longer to prepare.

View report details

View the details of a generated report within NetApp Backup and Recovery, including a summary, inventory counts, and detail tables.

Steps

  1. From the NetApp Backup and Recovery menu, select Reports.

  2. On the Generated reports tab, select the name of the report that you want to view.

  3. Expand Inventory to see counts for systems, SVMs, volumes, hosts, instances, and buckets.

  4. Scroll down to review the report tables. The tables that appear depend on the report type.

  5. (Optional) To choose which columns a table shows, select the column icon at the right end of the table header row, select or clear columns, and then select Apply.

    The Resource Name column always stays on. Select Restore default to return to the default columns.

  6. To return to the list of reports, select Reports at the top of the page.

Delete a report

Delete a generated report to remove it from the Generated reports list. Reports are also deleted automatically when their retention period ends.

Steps

  1. From the NetApp Backup and Recovery menu, select Reports.

  2. On the Generated reports tab, find the report that you want to delete.

  3. In the report's row, select the delete icon.

  4. Confirm the action by selecting Delete.