Resolution Intelligence® Cloud provides you an ability to configure your own default reports at your convenient way to optimize time and efforts in order to execute mundane tasks.
Reports empowers you to know your Enterprise data in the form of dashboards. You can analyse your IT environment data in infinite combinations, display and customize them in a clear and a compact form. Users from Domain, Organization and Tenant can schedule a report at any time and add the recipients to whom the report is being shared.
Before building a new, or customizing an existing report, you must keep the following report basics in your mind.
- Design your reports well. Hence you can run and share them quickly.
- Consider writing down the questions that a report must answer
- Ensure that the users have a view permission to view the report before sharing the reports with others.
User Permissions
| Owner | View, edit, create, share, run, schedule and delete Reports |
| Global Admin | View, edit, create, share, run, schedule and delete Reports |
| Manager | View, edit, create, share, run, schedule and delete Reports |
| Responder | View, edit, create, share, run, and schedule Reports |
| Stakeholder | View and Schedule Reports |
| Super Admin | View, edit, create, share, run, schedule and delete Reports |
To configure a report template,
- In Home screen, you can see three steps: Step 1: Create, Step2: Schedule, and Step 3: Subscribe tiles.
- Click Step 1: Create.
You will be navigated to a new Report template screen. - Enter a Report Name.
- Add Description (optional).
- Select Report Template from the dropdown.
- Click Add Section (By default, Section is added), if you would like to add additional sections.
- Enter a Section Name.
- Click Add Sub-section(By default, Sub-section is added), if you would like to add additional sub-sections.
- Enter a Sub-section Name, Top description, and Bottom description (Optional).
- Drag and drop your required widgets from the right side of your screen. Select and create your own widgets using widget settings. Refer Editing Widget Settings for more details.
- Click Remove Section or Remove Sub-section, if you would like to delete the section and its sub-sections.
- Click Preview before publishing your report (Optional).
- Click Publish at the top right of your screen.
Editing Widget Settings
Once you click or drag and drop your required widgets to your report work area, you can customize the settings of a widget(s) to make your report in an elegant manner.
Widget Properties
The primary properties of any widget are Source, Metrics, Filters and Dimensions.
- Source: Source refers to the type of data you want to analyze such as
- ActOns
- Signals
- Assets
- Event Summary
- Events Flows
- Qradar Logs
- Qradar Domain Logs
- Metrics: Calculated numerical values which represents the count of a specific parameters such as situations count, assets count etc.
- Dimensions: Non-numerical data which will not allow any calculations. Few examples of dimensions are name, day, country etc.
- Widget level filters: filter the data at widget level based on which metrics needs to be shown on the widget after publishing a report.
- Click the tool-tip
displayed in the filter column. A pop-up with sample filter queries appears where you can enter your own set of filters.
- Given these filters in a key-value format to get the required widget. Click Know more in the pop-up, a list of all available key value pairs is displayed, scroll down and enter the respective key-value pairs.
- Click the tool-tip
- Click Add conditions under Build filters that you would like to restrict the values in a widget. For example, Signal metric in Active directory. You can add one or more conditions based on the requirement.
- Conditions use logical operators such as ‘AND’, ‘OR’, for exact match etc.
For example, a sample query is given as Asset Type = azure_rs_point AND !Asset Name = 134.209.119..
- If would like to remove a condition (s), click X next to the condition that you have added or click Delete All at the top right of Build Filters window.
- Add Last N hours to show the data from the last 'N' number of hours. You can retrieve data only for the last 24 hours.
- Select Chart Type. For example, in Comparison chart, chart types are Bar, and Column.
- Click Save & Next.
Widget Configurations
In the Widget Configuration tab, enter the following details that you would like to show on the report after publishing it.
- Widget Name (Optional) - You can change the default name of a widget by entering custom name in this field.
- Widget Description (Optional) - Add description of a widget.
- Custom Report Widget Period (Optional) - Retrieves data for the last N hours / weeks / months
Use case 1
In Leaderboard and Sparkline widget, the following widget accessibilities are available.
- Enable Legend: If you select this option, Legend enables on the widget.
- Enter Legend Name (Optional).
- Change the Display Name (Optional) on ActOn ID under ActOn ID and on ActOn Count under ActOn Count tabs.
- Click Done.
Use Case 2
In Comparison chart, the following widget accessibilities are available.
- Enable Legend: If you select this option, Legend enables on the widget,
- Enter Legend Name (Optional).
- Disable Action: If you enable this option, Model popup does not appear on screen,.
- Data Labels On/Off: Under the Bar tab, If you enable this option, Data labels appears on the widget.
- Change the Display Name (Optional) under Signal Priority and AIOps% tabs.
- Click Done.
Scheduling a Report
You can schedule your default/ customized reports from existing dashboards to analyse the telemetry data. Scheduled reports run automatically at daily, weekly, monthly, and yearly basis and share them with others by adding their email address. You can send reports in either PDF or PPT formats.
To schedule a Report from a dashboard,
- In Home screen, you can see three steps: Step 1: Create, Step2: Schedule, and Step 3: Subscribe tiles.
- Click Step 2: Schedule
You will be navigated to dashboards page where you select a dashboard that you would like to schedule
- Click Schedule. A popup appears as shown in the following image.
- In the Scheduled Report window, enter a Name for the report.
- Select the frequency at which the report to be sent.
- Daily - Sends reports on daily basis
- Weekly - Sends reports on week days
- Monthly - Sends reports on a specified date within a month
- Quarterly – Sends reports on a specified date within three months
- Yearly - Sends reports on a specified date in a year
- Select Format
- PPT
- Click Add Recipients
- Add a list of recipients to which you would like to send a report
- Click Schedule
An email attached with a report will be sent to recipient’s inbox.
Editing a Schedule and Subscribing Recipients
After you have added a schedule, you can always edit and add additional recipients to share the reports.
To edit a schedule,
- Click Schedule above the dashboard that you have already scheduled to deliver a report.
A report scheduler window appears - Under Recipient’s column, click a number
A view recipient window appears - Click Edit Recipients
- In Add/Remove recipients field, add a recipient’s email address
- Click Schedule
A report will be scheduled and delivered on a specified time to the recipient’s address
Sharing a Report
Once you published a report from a dashboard, you can share it to other existing users within your organization just by adding their email address in the required field.
To share a report,
- Navigate to Reports
- Click a Report that you want to share it
A report scheduler appears - Click
and then add one or more recipients’ address in the Share with field
- Click Share
Your Report will be shared to other recipients.
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