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User Guide

Create a report

24.1.0
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Create a report

To create or schedule a report, perform the following steps:

  1. From the navigation menu, select Reporting > Reports. Alternatively, you can also use the Infrastructure and Resource Catalog by clicking Add then selecting Reports.

  2. Select a report from the Canned reports screen, then click Create.

    Note: The configuration options vary depending on the type of report you have chosen.

  3. After filling in the Report and Scope options, select Scheduling.

    1. To generate a single report, select One-time from the Report Cadence option.

    2. To schedule a report, select Recurring from the Report Cadence option and configure the following additional options:

    3. Frequency – How often the report is run (daily, weekly, monthly).

    4. Run Time – Exact date and time when the first report is run.

    5. Generate a copy immediately as well – Generates a copy of the report immediately.

  4. Select Generate. Upon completion, the report will be sent your email address.

Create a report

To create or schedule a report, perform the following steps:

  1. From the navigation menu, select Reporting > Reports. Alternatively, you can also use the Infrastructure and Resource Catalog by clicking Add then selecting Reports.

  2. Select a report from the Canned reports screen, then click Create.

    Note: The configuration options vary depending on the type of report you have chosen.

  3. After filling in the Report and Scope options, select Scheduling.

    1. To generate a single report, select One-time from the Report Cadence option.

    2. To schedule a report, select Recurring from the Report Cadence option and configure the following additional options:

    3. Frequency – How often the report is run (daily, weekly, monthly).

    4. Run Time – Exact date and time when the first report is run.

    5. Generate a copy immediately as well – Generates a copy of the report immediately.

  4. Select Generate. Upon completion, the report will be sent your email address.