My Reports

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

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.
  Viewing an Existing Report

  If 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.
• 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:
  • Click the Add/Edit Schedule, for more information see Add/Edit 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

Report Overview

Editing A Report

When editing a report, the Nectar Catalog from which the report was selected will be present.

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.
      
      Editing Report Type

      Note, 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)
5. Click Next. The Design tab opens.

Design

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.

• 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:

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:

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.

Upon clicking the +, the following Nectar Widgets panel opens:

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.
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.

• 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.
• Select an operator, such as equal, using the drop-down.
• Below lies an example of adding a group, then adding a rule to that group: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:

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:

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.

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.
   
2. Use the following parameters to add or edit a report schedule.

3. Click Save.