Reporting › Dashboards and Reports › On-Demand Reports › Generate an On-Demand Report

Generate an On-Demand Report

Users with any role can generate on-demand trend reports to view a static data set from a narrow context. Use on-demand reports for close investigations and troubleshooting.

You can start from the Inventory pages or from a page of search results to generate an on-demand report.

Follow these steps:

1. Select the Inventory tab, and click an item type, such as Devices.
2. Locate the managed item that you plan to include in the report. Or perform a search for the item and locate it in the results.
3. Select the check box next to the item, and click On Demand.

   A settings dialog opens.

   Important: Use the scroll bar on the right of the dialog to view all settings options.

4. (Optional) Change the default view title. The title appears on the view, which in turn appears in the report.
5. Supply a name for the on-demand report. The name identifies the report in the On-Demand Report Templates list and appears as a title for the report.
6. (Optional) Supply a description for the report to identify it.
7. Select a View Type option. These options determine the chart format. Select from the following options:
   • Chart with Multiple Metrics: This view consists of one chart that displays a trend line for each metric that you selected.
   • Chart per Metric: This view consists of one chart for each metric that you selected. Each chart displays a trend line for the metric.
   • Chart per Item with Multiple Metrics: This view consists of one chart for each item or group that you selected. Each chart then displays trend lines for each metric that you selected.
   • Chart per Metric with Multiple Items: This view consists of one chart for each metric that you selected. Each chart then displays trend lines for every item or group that you selected.

   For more information about the View Type options, see On-Demand Report Options.

8. Select a Resolution option.

   The Resolution is the amount of time that each data point in a chart represents.

9. (Optional) Select different managed items to include in the report. Take the following steps:
   1. Click Add Items.
   2. Click Add/Remove Items.

      (Optional) A dialog lets you change the Context Type.

      Note: After you make initial selections, changing the item context can clear the original selections. For more information, see On-Demand Report Options.

   3. Select managed items from the list, and then click Add. Add up to 15 items.

      Note: Only the managed items that are included in your permission groups are displayed.

      The items that you selected appear in the Selected [Items] pane.

   4. Click OK to return to the View Settings dialog.

      The items that you selected appear in the list of Items to Include. Only these items are queried for performance data.

10. (Optional) Select a group to include in the report. Take the following steps:
    1. Click Add Groups.
    2. Click Add/Remove Groups to display the Groups tree. The dialog is filtered to show only groups that are included in your permission groups.
    3. Click to expand nodes in the Groups tree.
    4. Click to select a group, then click the right arrow to move it to the Selected Groups pane. You can add up to 15 groups.

    Note: To remove an item or group, click the Add/Remove button to return to the Add/Remove Items or Groups dialog. Select the item or group in the Selected pane, and click Remove.

    Important: You cannot include any groups that are in the Collections category. The Collections groups are not currently available for inclusion in reports.

11. Click OK.
12. (Optional) In the Metric Calculate Level pane, select how to calculate the aggregated data: by Group, by Device, or by Component. These options are available when you select 'Chart per Item with Multiple Metrics' or 'Chart per Metric with Multiple Items' from the View Type field.
13. Select the metrics to display in the report. Take the following steps:
    1. Click to expand the folders in the Available Metrics pane. Each folder represents a metric family. For example, select the 'CPU' metric family to see the available CPU statistics.
    2. Click to select individual metrics. Select up to 15 metrics.

       Note: Only the metrics that apply to the selected item are available in the list.

    3. Click the arrow to move your selections to the Selected Metrics pane.
14. Select the scope of your changes from the Apply Changes drop-down. Select one of the following options:
    • My User Account: Saves the report exclusively to your user account.
    • For All Tenant Users: Saves the report so that it is only available to users associated with your tenant (possibly the Default Tenant).

    Note: The availability of these options depends on your user account role rights.

15. (Optional) Click the Run button to preview your report.

    A preview dashboard displays the view format that you have selected.

16. Click the Save link on the toolbar on the preview page to save the report template.

    The Settings dialog opens to let you make more changes before saving.

    Once saved, a report template appears in a list on the Manage On-Demand Report Templates page.

17. Export the report by clicking Print, Email, or the Edit icon (to export to CSV).