My Reports

When you click on REPORTS, the Report List page opens. The My Reports tab also opens. You can view a list of your reports from this page.

For more information and to manage these reports, see Manage Reports.

Manage Reports

You can view, add, edit, copy, or delete a report in Nectar DXP. When you open the Report List page, you can:

• Click on a report listed in the Report Name column to open a new page and view the report and data.
• Click on any of the following column headings to sort the reports listed on the My Reportstab:
  • Report Name
  • Description
  • Tags
  • Next Scheduled Run
• You can click on one of the listed reports and perform one of the following actions:
  • Click the Add/Edit Schedule button in the Actions column to add/edit a report schedule. For more information, see Add/Edit Schedule.  
  • Click the Run Report button in the Actions column to run a report and click OK.
  • Click the Delete Report Schedule  button in the Actions column to delete a report schedule and click OK.
  • Click the Delete Report button in the Actions column to delete a report and click OK. The report is removed from the Report Name column.
  • Click the Copy Report button in the Actions column to copy a report. When the Copy Report page opens, enter a name for the new report. Click Copy. The new report appears in the Report Name column.  

When you select a report in the list, another Report tab opens, providing details about the report.  

You can use the following parameters to add a new report or copy an existing report.   

• Use the report ‘as is’, but enter a new Report Name and click Save. The report is added to the list of reports on the Report List page.
• Use the report as a template to create a new report. See Add a New Report.  
• Click Add New Report on the My Reports page. See Add a New Report.

ADD A NEW REPORT

1. Click Add New Report.
   
2. Select a report type using the drop-down.
3. Enter the following parameters for the new report:
   • Report Name
   • Report Description
4. Select a tag using the drop-down.
5. Click Next. The Design tab opens.

6. From here, you can add any of the following to your report:

• • Header
  • Footer
  • Nectar Widgets
  • Text
  • Dividing Line
  • Page Break

Header

1. To add a header to your report, click the + to the right of Header. The following Header panels open. 
   
2. Enter the following header content in the second Header panel:

3. You can also select one of the following buttons in the first Header panel:

• • Click the Move Down button (down arrow) to move the header down one place in the list.
  • Click the Move Up button (up arrow ) to move the header up one place in the list.
  • Click the Delete button to delete the header.
  • Click the Settings button to open a new page and define specific settings for the report feature. You can also click on the report feature to view this page.    

4. Select one of the following actions:

• • Proceed to Footer to continue building the report.
  • Click Save, if you want to stop building the report and add it to the list of reports on the My Reports page. Or, click Save when you are finished building the report.
  • Click Next to preview the report.
  • Click Previous to return to the previous page.

Footer

1. To add a footer to your report, click the + to the right of Footer. The following Footer panels open.
   
2. Enter the footer content in the Footer Caption field in the second Footer panel.
3. You can also select one of the following icons in the first Footer panel to manage the footer content. For more information on these icons, see Header.

Nectar Widgets

1. To select the widget to use for your report, click the + to the right of Nectar Widgets. The following Nectar Widgets panel opens. The selected widget determines the configuration of that widget.
   
2. Click on one of the Platform tabs, such as Cisco or Universal, to view the Visual Gallery.  
3. Select one of the listed widgets; then click Next.
4. Use the following parameters to define the settings of the widget. The parameters vary based on the selected widget:

For example, the following panels open for the selected widget:

1. Select from the following filters to filter the report data:
   • AND/OR
   • Add rule/Add group
   • Add group.

When you select Add rule or Add group, a drop-down box appears.

2. Select a device using the drop-down. To remove, click Delete.
3. Select an operator, such as equal, using the drop-down.

4. Enter a value in the text box.
5. To add more, click Add rule or Add group and select a device using the drop-down.

The following is another widget example:

1. Click in the Date field to select a date range and click Apply.
2. Select an extension using the drop-down.
3. Select from the following filters to filter the report data:
   • AND/OR
   • Add rule/Add group
   • Add group.

When you select Add rule or Add group, a drop-down box appears.

d. Select a device or option using the drop-down. To remove, click Delete.

e. Select an operator, such as equal, using the drop-down.

f.  Enter a value in the text box.

g. To add more, click Add rule or Add group and select a device or option using the drop-down.

5. You can also select one of the following icons in the first Widget panel to manage the Widget. Text

1. To add text to your report, click the + to the right of Text. The following Text panels open.
   
2. Use the following parameters to define each line of text in the new report.

3. You can also select one of the following icons in the first Text panel to manage the text.

Dividing Line

1. To add a divider line to your report, click the + to the right of Dividing Line. The following Dividing Line panels open.
   
2. Use the following parameters to define each dividing line in the new report:

3. You can also select one of the following icons in the first Dividing Line panel to manage the lines.

Page Break

1. To add a page break to your report, click the + to the right of Page Break. The following Page Break panels open.
   
2. You can click + for each page break you want to add to the new report.
3. You can also select one of the following icons in the first Page Break panel to manage the page breaks.
4. Click Next.

The Preview tab opens. This is where you can view your report.

Preview

When the Preview tab opens, you can 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.

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 in the Actions column next to the report you want to schedule. The Add/Edit Schedule page appears.
   
2. Use the following parameters to add or edit a report schedule.

3. Click Save.