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    WINManage Reports

    Uploaded by

    Christian Javier Lopez Duran
    This document provides an overview of reports in WINManage, including how to use existing reports, create custom reports, add widgets to reports, and schedule reports. It explains that reports provide a snapshot of monitored devices and metrics at a point in time, whereas dashboards show current real-time data. It also describes the different types of widgets that can be added to reports to display metrics, flows, logs, availability, alerts, and health data. The document outlines the steps for creating a custom report, including creating a report category, adding widgets, and available report actions like editing, deleting, favoriting, and scheduling reports.

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    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd

    WINManage Reports

    Uploaded by

    Christian Javier Lopez Duran
    49 views11 pages
    This document provides an overview of reports in WINManage, including how to use existing reports, create custom reports, add widgets to reports, and schedule reports. It explains that reports provide a snapshot of monitored devices and metrics at a point in time, whereas dashboards show current real-time data. It also describes the different types of widgets that can be added to reports to display metrics, flows, logs, availability, alerts, and health data. The document outlines the steps for creating a custom report, including creating a report category, adding widgets, and available report actions like editing, deleting, favoriting, and scheduling reports.

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    Original Title

    7. WINManage Reports

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    This document provides an overview of reports in WINManage, including how to use existing reports, create custom reports, add widgets to reports, and schedule reports. It explains that reports provide a snapshot of monitored devices and metrics at a point in time, whereas dashboards show current real-time data. It also describes the different types of widgets that can be added to reports to display metrics, flows, logs, availability, alerts, and health data. The document outlines the steps for creating a custom report, including creating a report category, adding widgets, and available report actions like editing, deleting, favoriting, and scheduling reports.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    49 views11 pages

    WINManage Reports

    Uploaded by

    Christian Javier Lopez Duran
    This document provides an overview of reports in WINManage, including how to use existing reports, create custom reports, add widgets to reports, and schedule reports. It explains that reports provide a snapshot of monitored devices and metrics at a point in time, whereas dashboards show current real-time data. It also describes the different types of widgets that can be added to reports to display metrics, flows, logs, availability, alerts, and health data. The document outlines the steps for creating a custom report, including creating a report category, adding widgets, and available report actions like editing, deleting, favoriting, and scheduling reports.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 11

    WINManage - Reports

    Presenter name

    6/27/2019 confidential 1
    Presentation agenda
    ▪ Use of reports
    ▪ Difference between Reports and Dashboards
    ▪ Existing reports
    ▪ Creating custom reports

    6/27/2019 confidential 2
    Section header text here

    6/27/2019 confidential 3
    Reports

    Use of reports
    WINManage’s Reports provide a bridge between detailed views or dashboards and alerts. Reports can contain detailed or current state
    information.
    You can create report and later on schedule it to automatically receive it as a PDF or Excel via email.
    For more information on scheduling a report refer to schedulers section.
    You may stack all your reports in related category. You may create custom reports as well as relative categories.

    Difference between Dashboards and Reports


    Dashboards are a current/real time view of the devices monitored, while reports are a snap shot of a point-in-time view of a specific
    monitor/monitors

    Default reports available


    WINManage comes along with a set of pre-defined reports. Once you install any WINManage App the pre-defined reports associated with
    that app will show up in Reports section.
    Reports

    • In this example – Chose from folder “Statistical Reports”, the report

    PTMP HBS Sync Registered Report (Last 24H)


    Reports

    Creating custom reports


    To create a new report click on button which is on top right corner.
    You need to enter the following details:

    1. Report Name
    2. Report Category
    3. Description

    If the category is not available in the drop down, then you can create it
    by typing the name of the category and the clicking on button.
    Once you have created a report. You need to add required widgets to
    the report’s dashboard.
    For every report there are a set of actions available:

    1. Export Excel
    2. Export PDF
    3. Schedule
    4. Refresh
    Reports

    Thus to summarize it for creating a custom report the steps to follow


    are:

    1. Create Report Category


    2. Create Report
    3. Add Widgets to the report

    You may even edit predefined reports as per your comfort.

    1. Export Excel
    2. Export PDF
    3. Schedule
    4. Refresh
    Reports

    Adding new widget in reports : The widget can be of any type


    1. Metric : The following types of views are available for Metric
    a) Gauge
    b) Historical
    c) Top N/ Least N
    d) Grid
    e) Metric
    2. Flow :The following types of views are available for Flow
    a) Gauge
    b) Historical
    c) Top N/Least N
    d) Grid
    e) Tree Map
    f) Chord
    g) Map
    h) Chart
    3. Log :The following types of views are available for Log
    a) Gauge
    b) Historical
    c) Top N/Least N
    d) Grid
    e) Tree Map
    f) Chord
    g) Map
    h) Log
    Reports

    4. Availability :The following types of views are available for Availability


    a) Gauge
    b) Historical
    c) Top N/ Least N
    d) Grid
    e) Heat Map

    5. Alert :The following types of views are available for Alert


    a) Gauge
    b) Historical
    c) Top N/ Least N
    d) Grid
    e) Heat Map

    6. Health : The following types of views are available for Health


    a) Gauge
    7. Existing Widget
    a) Gauge
    b) Historical
    c) Top N/ Least N
    d) Grid
    e) Metric
    To learn more about creating a widget, refer to section – Creating Widgets
    Reports

    Available report actions


    There are multiple actions for reports :
    1. Edit : Using this feature you may change the name of the report, report
    category & description.
    2. Delete : You may delete the report by clicking on
    3. Mark as Favorite : If you wish to have a look at the most frequently used
    reports quickly, then you can mark them as your favorite reports by clicking on
    .
    Favorite reports will appear in My Favorite category.
    4. Schedule : You may schedule the report directly by clicking on .
    There are two ways to schedule a report –
    1. Reports>
    2. Through Schedulers Section
    Thank you

    6/27/2019 confidential 11

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