--- title: "My Reports" slug: "dxp-ug-reports-myreports" updated: 2025-06-20T13:48:57Z published: 2025-06-20T13:48:57Z canonical: "support.nectarcorp.com/dxp-ug-reports-myreports" --- > ## Documentation Index > Fetch the complete documentation index at: https://support.nectarcorp.com/llms.txt > Use this file to discover all available pages before exploring further. # My Reports When you click on **REPORTS**, the **My Reports** tab opens. You can view a list of your reports from this page. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/image-1750366329044.png?sv=2026-02-06&spr=https&st=2026-11-06T07%3A16%3A21Z&se=2026-11-06T08%3A16%3A21Z&sr=c&sp=r&sig=ItKAUlp0iv6yuGp%2F8cb6Kpy%2FdrPGml1uKcVmOrv%2BBwo%3D) ## Manage Reports When you open the **Report List** page, you can: - Click on an existing report listed in the **Report Name**, which provides details about the report and allows you to edit it. For an overview on editing reports, visit the [following section](/v1/docs/my-reports#addedit-a-new-report).![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/image-1750366358961.png?sv=2026-02-06&spr=https&st=2026-11-06T07%3A16%3A21Z&se=2026-11-06T08%3A16%3A21Z&sr=c&sp=r&sig=ItKAUlp0iv6yuGp%2F8cb6Kpy%2FdrPGml1uKcVmOrv%2BBwo%3D)Viewing an Existing ReportIf you need to immediately view an existing report, click on its name to open the editing window, then click on the **Preview tab**. - Click **Add New Report**. For an overview on adding reports, visit the [following section](/v1/docs/my-reports#addedit-a-new-report).![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/image-1750366936496.png?sv=2026-02-06&spr=https&st=2026-11-06T07%3A16%3A21Z&se=2026-11-06T08%3A16%3A21Z&sr=c&sp=r&sig=ItKAUlp0iv6yuGp%2F8cb6Kpy%2FdrPGml1uKcVmOrv%2BBwo%3D) - Click on any of the following column headings to sort the listed reports. - Or you can perform *one* of the following actions for an existing report:![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/image-1750366446130.png?sv=2026-02-06&spr=https&st=2026-11-06T07%3A16%3A21Z&se=2026-11-06T08%3A16%3A21Z&sr=c&sp=r&sig=ItKAUlp0iv6yuGp%2F8cb6Kpy%2FdrPGml1uKcVmOrv%2BBwo%3D) - Click the **Add/Edit Schedule**, for more information see [**Add/Edit Schedule**](https://portal.document360.io/v1/docs/my-reports#addedit-schedule). - Click the **Run Report** button to run a report and click **OK**. - Click the **Delete Report Schedule** button to delete a report schedule and click **OK**. - Click the **Delete Report** button to delete a report and click **OK**. - Click the **Copy Report** button to copy a report, which will allow you to rename the copy, then the new report will automatically appear on the list of **Reports**. ## Add/Edit a New Report When adding or editing a new report, there are three main sections: - Report (Overview) - Design - Preview ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/image-1750367193831.png?sv=2026-02-06&spr=https&st=2026-11-06T07%3A16%3A21Z&se=2026-11-06T08%3A16%3A21Z&sr=c&sp=r&sig=ItKAUlp0iv6yuGp%2F8cb6Kpy%2FdrPGml1uKcVmOrv%2BBwo%3D) ### *Report Overview* Editing A ReportWhen editing a report, the **Nectar Catalog** from which the report was selected will be present. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/image-1750368144434.png?sv=2026-02-06&spr=https&st=2026-11-06T07%3A16%3A21Z&se=2026-11-06T08%3A16%3A21Z&sr=c&sp=r&sig=ItKAUlp0iv6yuGp%2F8cb6Kpy%2FdrPGml1uKcVmOrv%2BBwo%3D) 1. Select a report type using the drop-down: 1. A **User Report** will only be visible in your personal **My Reports** list. 2. While a **Tenant Report** will be visible to your entire organization under **Tenant Reports.** ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/image-1750366969420.png?sv=2026-02-06&spr=https&st=2026-11-06T07%3A16%3A21Z&se=2026-11-06T08%3A16%3A21Z&sr=c&sp=r&sig=ItKAUlp0iv6yuGp%2F8cb6Kpy%2FdrPGml1uKcVmOrv%2BBwo%3D)Editing Report TypeNote, you cannot edit the **Report Type** for an existing Report. 2. Enter/Edit the **Report Name.** 3. Enter/Edit the **Report Description.** 4. Select one or multiple tags using the drop-down to identify the Platforms associated with this report. (This will make filtering easier)![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/image-1750367074384.png?sv=2026-02-06&spr=https&st=2026-11-06T07%3A16%3A21Z&se=2026-11-06T08%3A16%3A21Z&sr=c&sp=r&sig=ItKAUlp0iv6yuGp%2F8cb6Kpy%2FdrPGml1uKcVmOrv%2BBwo%3D) 5. Click **Next**. The **Design** tab opens. ### *Design* - - ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/image-1750368210092.png?sv=2026-02-06&spr=https&st=2026-11-06T07%3A16%3A21Z&se=2026-11-06T08%3A16%3A21Z&sr=c&sp=r&sig=ItKAUlp0iv6yuGp%2F8cb6Kpy%2FdrPGml1uKcVmOrv%2BBwo%3D) The **Design** tab is where you can build the details of your report. The following components can be added, and will be explained in this section: - Header - Footer - Nectar Widgets - Text - Dividing Line - Page Break The design section is split into 3 main sections: - The left third where you can add components, just click its **+**. - The middle third is the **Current Structure** of your report. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/image-1750369467727.png?sv=2026-02-06&spr=https&st=2026-11-06T07%3A16%3A21Z&se=2026-11-06T08%3A16%3A21Z&sr=c&sp=r&sig=ItKAUlp0iv6yuGp%2F8cb6Kpy%2FdrPGml1uKcVmOrv%2BBwo%3D) - The right third is for editing components. - Newly added components will launch here. - You can also click the settings wheel on an existing component from the **Current Structure** to edit it. ### *Header* Headers are an ideal place to list the title of your report, and allows you to set the report's orientation. Upon clicking the **+**, the following **Header** panel opens in the right third:![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/image-1750369008367.png?sv=2026-02-06&spr=https&st=2026-11-06T07%3A16%3A21Z&se=2026-11-06T08%3A16%3A21Z&sr=c&sp=r&sig=ItKAUlp0iv6yuGp%2F8cb6Kpy%2FdrPGml1uKcVmOrv%2BBwo%3D) 1. Enter the following header content in the panel: 2. | **Parameter** | **Description** | | --- | --- | | Show Title Page | Click the check box to toggle the title. | | Export Orientation | Specify whether you want to view the report in a Portrait or Landscape orientation after exporting. | | Header Caption | Enter a caption to be displayed in the header. | 3. In the **Current Structure,** use the arrows to move the **Header**, trash to delete it, or settings wheel to edit. ### *Footer* Footers are an ideal place to sign off on your report. Upon clicking the **+,** the following **Footer** panel opens in the right third: ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/image-1750369929951.png?sv=2026-02-06&spr=https&st=2026-11-06T07%3A16%3A21Z&se=2026-11-06T08%3A16%3A21Z&sr=c&sp=r&sig=ItKAUlp0iv6yuGp%2F8cb6Kpy%2FdrPGml1uKcVmOrv%2BBwo%3D) 1. Enter the footer content in the **Footer Caption** field in the second **Footer** panel. 2. In the **Current Structure,** use the arrows to move the **Footer**, trash to delete it, or settings wheel to edit. ### *Nectar Widgets* Widgets are the most important components when creating Reports. Inserting WidgetsNote that Widgets must be inserted one at a time. Upon clicking the **+**, the following **Nectar Widgets** panel opens: ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/image-1750370459508.png?sv=2026-02-06&spr=https&st=2026-11-06T07%3A16%3A21Z&se=2026-11-06T08%3A16%3A21Z&sr=c&sp=r&sig=ItKAUlp0iv6yuGp%2F8cb6Kpy%2FdrPGml1uKcVmOrv%2BBwo%3D) 1. Select one of the listed widgets: 1. There are many widgets available to implement, so to start filter by Platform by clicking on its header, such as *Cisco*. 2. Use the Search Bar to quickly find a widget for the desired platform, or scroll through the list. 2. Click **Next**, then edit the widget in the right third by configuring the following parameters if applicable:Configuring Widgets Note that the parameters listed will vary based on the selected widget, and that following table doesn't contain every possible parameter. | **Parameter** | **Description** | | --- | --- | | Date | Specify the date range of data collected for the report using one of the options in the dropdown or a custom range, then select **Apply.** | | Platform | Toggle which platform the widget represents. | | Context | Select whether you want the activity to be grouped Globally, separated by Region, or separated by Location. | | AD Groups | Filter the data to include only users who belong in the selected Active Directory groups. | | Users | Filter the data to only the selected users. | | Add/Edit Columns | For widgets that create data tables, you can edit the columns generated. To add a new column, click **Add New Column** and customize the data field and header.![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/image-1750373319240.png?sv=2026-02-06&spr=https&st=2026-11-06T07%3A16%3A21Z&se=2026-11-06T08%3A16%3A21Z&sr=c&sp=r&sig=ItKAUlp0iv6yuGp%2F8cb6Kpy%2FdrPGml1uKcVmOrv%2BBwo%3D) | | Show Limit | For widgets that create data tables, you can limits the number of lines displayed in the table. | | Metric | Select which metric will be monitored in the widget. | | Gateways | Select which gateway will be monitored in the widget. | | | | AND/OR | Used to specify whether or not to include multiple conditions (AND) or one condition (OR) when collecting report data. | | Add Rule/Add Group | Used to specify report criteria. Click again to add additional criteria for collecting report data. | | Delete | Click to delete a rule or group. | 3. Use the Primary Filters, which functions similar to the [**Rule Builder**](https://support.nectarcorp.com/docs/clone-clone-historic-2#rules-builder)**.** ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/image-1750371350183.png?sv=2026-02-06&spr=https&st=2026-11-06T07%3A16%3A21Z&se=2026-11-06T08%3A16%3A21Z&sr=c&sp=r&sig=ItKAUlp0iv6yuGp%2F8cb6Kpy%2FdrPGml1uKcVmOrv%2BBwo%3D) - When you select **Add rule** or **Add group**, a drop-down box appears. A quick guide: - **And** requires both operands to be true - **Or** requires one operand to be true - You can creates **Groups** of **Rules** - Select a data field using the drop-down. To remove, click **Delete**.![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/image-1750371433399.png?sv=2026-02-06&spr=https&st=2026-11-06T07%3A16%3A21Z&se=2026-11-06T08%3A16%3A21Z&sr=c&sp=r&sig=ItKAUlp0iv6yuGp%2F8cb6Kpy%2FdrPGml1uKcVmOrv%2BBwo%3D) - Select an operator, such as *equal*, using the drop-down.![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/image-1750373075265.png?sv=2026-02-06&spr=https&st=2026-11-06T07%3A16%3A21Z&se=2026-11-06T08%3A16%3A21Z&sr=c&sp=r&sig=ItKAUlp0iv6yuGp%2F8cb6Kpy%2FdrPGml1uKcVmOrv%2BBwo%3D) - Below lies an example of adding a group, then adding a rule to that group:![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/image-1750373164312.png?sv=2026-02-06&spr=https&st=2026-11-06T07%3A16%3A21Z&se=2026-11-06T08%3A16%3A21Z&sr=c&sp=r&sig=ItKAUlp0iv6yuGp%2F8cb6Kpy%2FdrPGml1uKcVmOrv%2BBwo%3D)4. In the **Current Structure,** use the arrows to move the **Widget**, trash to delete it, or settings wheel to edit. ### *Text* Text can be useful to explain why certain widgets are important. Upon clicking the **+**, the following **Text** panel opens in the right third:![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/image-1750374034214.png?sv=2026-02-06&spr=https&st=2026-11-06T07%3A16%3A21Z&se=2026-11-06T08%3A16%3A21Z&sr=c&sp=r&sig=ItKAUlp0iv6yuGp%2F8cb6Kpy%2FdrPGml1uKcVmOrv%2BBwo%3D) 1. Use the listed parameters to define each line of text. 2. In the **Current Structure,** use the arrows to move the **Text**, trash to delete it, or settings wheel to edit. ### *Dividing Line* Adding a dividing line can be useful to break your report into different sections. Upon clicking the **+**, the following **Dividing Line** panel opens in the right third: ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/image-1750374276716.png?sv=2026-02-06&spr=https&st=2026-11-06T07%3A16%3A21Z&se=2026-11-06T08%3A16%3A21Z&sr=c&sp=r&sig=ItKAUlp0iv6yuGp%2F8cb6Kpy%2FdrPGml1uKcVmOrv%2BBwo%3D) 1. Use the **Line Thickness** and **Color** parameters to customize your **Dividing Line**. 2. In the **Current Structure,** use the arrows to move the **Dividing Line**, trash to delete it, or settings wheel to edit. ### *Page Break* Like a **Dividing Line**, a **Page Break** can improve the aesthetics of your report. 1. You can click **+** for each page break you want to add to the new report. 2. In the **Current Structure,** use the arrows to move the **Page Break** or delete it. ### *Preview* The final tab in designing a report, the **Preview** tab allows you to view your report. You can also select *one* of the following options: - Click the **Export to PDF** button to open a PDF of the report. - Click the **Export to Excel** button to export the report to Excel. Click **Save** to save the new report and return to the **Report List** window. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/image-1750374707123.png?sv=2026-02-06&spr=https&st=2026-11-06T07%3A16%3A21Z&se=2026-11-06T08%3A16%3A21Z&sr=c&sp=r&sig=ItKAUlp0iv6yuGp%2F8cb6Kpy%2FdrPGml1uKcVmOrv%2BBwo%3D)The new report is listed on the **Report List** page in the **Report Name** column. ## Add/Edit Schedule 1. Click the **Add/Edit Schedule** button (the Calendar icon in the **Actions** column) for the report you wish to schedule. The **Add/Edit Schedule** page appears. ![](https://cdn.document360.io/f8330b7a-360f-4ca0-b0ac-2664b7c04c49/Images/Documentation/image-1750374870967.png?sv=2026-02-06&spr=https&st=2026-11-06T07%3A16%3A21Z&se=2026-11-06T08%3A16%3A21Z&sr=c&sp=r&sig=ItKAUlp0iv6yuGp%2F8cb6Kpy%2FdrPGml1uKcVmOrv%2BBwo%3D) 2. Use the following parameters to add or edit a report schedule. | **Parameter** | **Description** | | --- | --- | | Schedule | Specify how often you want the report to run using the dropdown. | | Start Time/Date | Click the clock/calendar or enter when you want the report to run. | | Delivery Method | Select one of the following for the delivery method using the drop-down: - PDF - Excel | | Recipients | Enter the email(s) of the individuals who should receive the report. | | Email Subject | Enter the subject of the email, such as the report name. | | Email Text/Comments | Enter the text of the email to be sent with the report. | 3. Click **Save**.