Reports

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This chapter describes how you can perform a multitude of report-related functions in Restorepoint. The Reports module (Information > Reports) primarily allows you to add, generate, and schedule reports to your set specifications. However, you can also clone and delete reports/report schedules for better data refinement. You can select multiple individual reports, also called multireports, on this page. The check-boxes located to the left of the listed reports and schedules allow you to multiselect.

Adding a Report

You can add reports that provide device data suited to your selected fields.

To add a new report:

  1. Click the Reports tab (Information > Reports) and click Add.

  2. A pop-up window appears. Complete the following Add Report fields:

  • Title: Enter your report's title.
  • Data Type: Select your report data type.
  • Fields: Check the box next to the data fields you want to appear in the report.
  • Period: Select the time period for your report data collection. Options include:
    • Last 24 Hours
    • This Week
    • This Month
    • This Year
    • Since a given hour/day/week/month/year
    • A given date range
  • Sort By: Determine which column field that the generated table on your report will be sorted by.
  • Filters: Select your Plugin (=), Label (=), and their associated plugins/labels. Filters limit, or exclude, a specific Domain, Location, Device Type, or Device. A device must match all filters to be included in the report; there are a wide range of combinations that can be met for your report.
    To add additional filters to a report, click Add.

  1. Click Submit to complete the report's addition.

Editing a Report

You can edit existing reports to reflect any report updates that come after creation or perform additional report functions.

To edit a report:

  1. Click the Reports (Information > Reports) tab and select your Report Title from the Reports list to edit that specific report.

  2. A pop-up window appears. Complete the Edit Report fields.

  3. Click Submit to submit your report edits.

Generating a Report

You can generate reports to view device data suited to your report's selected fields.

To generate a report:

  1. Click the Reports (Information > Reports) tab and select the check-box next to your report to generate and click Generate.

  2. A pop-up window appears. Select your report's Format.
    Reports can be produced in these formats: CSV and PDF.

  3. Click Generate to view the report in your selected format.

Cloning a Report

You can clone existing reports to add a new report that is similar to another.

To clone a report:

  1. Click the Reports (Information > Reports) tab and select the check-box next to your report to clone and click Clone.

  2. A pop-up window appears. Complete the Clone Report fields.

  3. Click Submit to finish the clone report's addition.

Adding a Report Schedule

You can schedule reports to run automatically at a selected time. Every schedule requires a minimum of one email or fileserver to be set.

To add a scheduled report to run automatically:

  1. Click the Schedules (Information > Reports > Schedules) tab.
  2. Click Add.
  3. A pop-up window appears. Complete the Add Schedule fields.
  • Every [Number] [Time increment] at [Number]: Enter your report schedule's run frequency.
  • Fileserver: Select your fileserver.
  • Emails: Enter the email address(es) that will receive the report.
  • Email Text: Enter any text to be delivered in the report schedule email.

  • Format: Reports can be produced in these formats: HTML, CSV, PDF, and XML.

  • Reports: Select a report to test.

  1. Click Submit to complete your new report schedule.

Editing a Report Schedule

You can edit existing report schedule to reflect any schedule updates that come after creation or perform additional schedule functions.

To edit a report schedule:

  1. Click the Schedules (Information > Reports > Schedules) tab and select your Schedule Title from the Schedules list to edit that specific schedule.

  2. A pop-up window appears. Complete the Edit Schedule fields.

  3. Click Submit to submit your schedule edits.

Deleting a Report or Report Schedule

You can delete existing reports, or report schedules, from their respective lists.

To delete a report or report schedule:

  1. From either the Reports or Schedules tab, select the check-box next to your report(s), or report schedule(s), to remove.

  2. Click Delete. The selected report(s) or report schedule(s) will no longer appear in the tab's list.

Viewing Old UI Reports

You can view old Restorepoint UI reports that have been migrated over from the old user-interface.

To view old reports:

  1. From the Reports tab, click Old UI Reports.

  2. The old version of the Restorepoint Reports page appears and is available for reviewing. Click Go the New UI to return to the new user-interface's Reports module.