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Report Properties

Report Properties enable you to define the name and description of the report, the report structure, and report sharing permissions. For reports, the Report Properties enables you to define report email and SFTP delivery settings. For report templates, the Report Properties enables you to define the template parameters for when the template is to appear from Device Summary workflows or from Object Summary workflows.

To access the Report Properties from the navigation bar, click the Reports menu and select Report Manager to display the Report Manager. Click images/download/attachments/163972204/editnew-version-1-modificationdate-1693241893252-api-v2.png in the Actions column next to a report. Report Properties appear in a pop-up over the report.

images/download/attachments/163972204/reportproperties-version-1-modificationdate-1693241893256-api-v2.png

Report Fundamentals

Reports and report templates eliminate the need to repeatedly create the individual graphs and tables each time you want to view data. Chaining enables you to add related attachments to a report.

  • Reports - Enable you to create and save a collection of report attachments for specific devices or for specific objects so that you can retrieve the same data from the same resources at any time.

  • Report Templates - Similar to reports with the added ability to define template attachments that do not have a specific resource. You define the report template properties to enable template attachments to derive applicable devices from the Device Summary workflows or to derive applicable objects from the Object Summary workflows. Report templates enable you to create a report that has template attachments without a specific resource and attachments with specific resources.

  • Chaining - Enables you to use the settings from an attachment to create a related attachment.

There are four fundamental parts to define a report.

  • Report Manager - Enables you to manage reports, to manage report templates, and is an access point to all of the following report management workflows.

  • Report Attachment Wizard - Enables you to create and maintain the attachments that are the content of the report that contain the tables, graphs, and charts of data.

  • Report - Appears on a new tab to enable you to define the attachment locations, chain attachments, use the report in a slide show, mark the report as a favorite or a dashboard, change the data refresh rate, define the report time span, export the report to a .pdf format, export an attachment to a .csv format, and to lock a report to prevent the addition of new attachments.

  • Report Properties - Enable you to define the overall report name, view the report structure, and define the report sharing permissions. The Report Properties enables you to define report email delivery and SFTP delivery settings and to define report template access settings.

Report Properties

The upper section enables you to enter the report name and description. You should consider a strategy for report names to ensure appropriate sorting.

  1. In the Name field, enter the name of the report to appear in the report title bar and in the report lists including the Report Manager and favorite reports. If you do not enter a report name, the report name is New Report (date/time).

  2. In the Description field, enter the description of the report that appears on the Report Manager.

  3. Click the following buttons:

    • For a report template, click Add Template Item to display the Report Attachment Wizard from where you can add attachments.

    • Click Run Report to display the report behind the Report Properties.

    • Click Save to save the report properties.

The lower section contains three tabs to enable you to view the report structure and to manage sharing. For reports, a Delivery tab appears. For report templates, a Template tab appears.

Report Structure

The Report Structure tab enables you to view the attachment hierarchy within the report.

  1. Select the Raw View check box to display all attachments in the hierarchy. This is applicable for reports that contain chained attachments where you separate the resources into split attachments. Leave clear to display only the parent level attachment that the children split chained attachments derive their resources from in the hierarchical display.

  2. Click on each attachment within the report structure hierarchy to scroll the report to that attachment in the background.

  3. Right-click on the report name to perform all tasks that are available from the report title bar in the report.

  4. Right-click on an attachment to perform all tasks that are available from an attachment title bar in the report.

Sharing

The Sharing tab enables you to define privacy settings to limit the users who can view the report.

  1. Click the Owner drop-down and select the report owner. Only the report owner can edit privacy settings.

  2. Select one of the following options:

    • Public - to enable all users to see the contents of the report that they have permissions to.

    • Restricted - to restrict access to the report.

      • Leave the Roles field and the Users field clear to restrict the report and only you can view the report.

      • Click the Roles drop-down and select the user roles to which to grant access to the report.

      • Click the Users drop-down and select the users to whom to grant access to the report.

  3. Select the Read Only check box to prevent others from editing the report.

Delivery

The Delivery tab appears for reports to enable you to define who is to receive the report via email and/or SFTP. This tab does not appear for report templates.

  1. Select the Email Delivery check box to email the report. In the Deliver To field, enter the list of email addresses where the report is to be emailed to, separated by commas.

  2. Select the SFTP Export check box to send the report via SFTP to the location you define on the Cluster Manager > Cluster Settings tab.

  3. If you select to deliver the report, the following fields enable you to define the delivery frequency:

    1. In the Run Every field, enter the number for the delivery frequency. Then click the drop-down and select a unit of measure for the frequency.

    2. Use the Next Run widgets to enter when the next delivery is to occur.

    3. Click the Time Zone drop-down and select the time zone for the next delivery to occur.

Template

The Template tab appears for report templates to enable you to define when the report template is to become available. A report template has all report settings except resources. The report template gets its resources from the following workflows.

Device template types become available for applicable devices from the following workflows: Advanced Search, Alert Archives, Alert Summary, Alerts, Device Manager, Edit Device, High Frequency Poller, Instant Graphs, Instant Status, Object Manager, Object Groups, Probe Manager, Status Map Viewer, TopN Reports, Topology Reports, VMware Browser, and xStats Source Manager.

Object template types become available for applicable objects from the following workflows: Advanced Search, Alert Archives, Alert Summary, Alerts, Device Summary, High Frequency Poller, Instant Graphs, Instant Status, Object Groups, Object Manager, Probe Manager, Status Map Viewer, TopN Reports, and Topology Reports.

For details on Object Groups, Probe Manager, and xStats Source Manager, please refer to these sections in SevOne NMS System Administration Guide.

  1. Click the Template Type drop-down and select one of the following options:

    • Device - to make the report template available from Device Summary workflows.

    • Object - to make the report template available from Object Summary workflows.

  2. Click the Device Groups drop-down and select the device groups/device types for which to have the report template appear available when the object or device is associated to the device group/device type.

  3. If you select the Object Template Type, click the Plugin drop-down and select a plugin to have the report template appear for objects that are polled by a specific plugin.

  4. If you select the Object Template Type, click the Object Type drop-down and select an object type to have the report template appear available for a specific object type.

  5. Click the Example Device drop-down and select a device for that is similar to the devices for which to make the report template available.

  6. If you select the Object Template Type, click the Example Object drop-down and select an object that is similar to objects for which to make the report template available.