Reports
The Reports section lets you create, manage and review both ad-hoc and subscription reports based on data generated by your checks.
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Report Types
General (PDF) Reports
General Summary: Report for all checks, a general and basic report.
The General reports category contains check report types for PDF and Excel format.
Summary by Site, Priority: Report for all checks, summarized per site (top group) and per prioritization.
Summary by Group, Status: Report for all checks, ordered by monitor group and status.
SLA Graphed Summary Report: Report with charts for individual checks.
Quick summary (A4): Report for all checks, a general and basic report. Slimmed-down to fit a regular A4.
Excel Summary: Excel report for all visible checks
Summary by Site, Group: Report for all checks, summarized per site (top group) and then per monitor group.
Graph Report: Creates a specialized graphed report depending on the check type.
General HTML Reports
The HTML reports category contains check report types in HTML format.
Performance Summary: A performance summary report for multiple checks.
Create a Report Overview
Step 1: Select (1) General PDF Reports or (2) General HTML Reports
Step 2: All checks are pre-checked because of the chosen report definition in Step 1.
Step 3: Choose a Report Type (1) Ad hoc or (2) Subscription
Step 4: Generate the Report Language, the Time Period (Year, Quarter, Month, Week, Day), Date (determined by Year, Qtr, Etc.)
Step 5: Create/Generate the report
My Subscriptions
“You currently have no subscriptions.” will be listed until you have created a new Subscription report. After that, you will see all your subscriptions listed here.
Created (Ad hoc)Reports
As with the My Subscriptions, this is for the Ad hoc reports and will show “You currently have no created reports.” until you create a new ad-hoc report.
Create a Report
The Create Report view lets you create reports from the data collected by your checks.
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View
Create an Ad Hoc Report
Ad Hoc
Ad Hoc reports are run manually and are then available for manual download. These are best for one-off or infrequent reports.
View
Step 1: Select Type
Click on any Report option to proceed to Step 2.
To start the creation wizard:
Click the appropriate report type in the list
Step 2: Select Checks
For some report types, all checks are automatically included, for others, you need to select which checks to include.
Select checks to include from the list, if needed
Click Next
Step 3: Choose Type
Reports can either be ad hoc or subscriptions.
Option | Description |
---|---|
Ad Hoc | Manually generated, downloadable report. |
Subscription | Automatically generated report, with email notification and distribution. |
Select ad hoc or subscription
Click Next
Step 4: Region and Time Period
For Ad Hoc reports, you can configure the regional settings, time format and select a time period.
Option | Description |
---|---|
Regional Setting | The locale for Language formats. |
Format | Time format for the report. |
Date | Time period to use for the report. |
Select options:
Regional Setting / language
Format / time format
Date / time period
Click Next
Step 5: Create
When all settings have been selected, you can create the report.
Create Report
Click Create
The added to the list and queued for creation.
Create a Subscription Report
Subscription
Subscription reports are run automatically at a set time interval, and notifications are sent out to defined recipients. These are best for frequent reports and reports that need to be distributed externally.
View
Step 1: Select Type
Click on any Report option to proceed to Step 2.
To start the creation wizard:
Click the appropriate report type in the list
Step 2: Select Checks
For some report types, all checks are automatically included, for others, you need to select which checks to include.
Select checks to include from the list, if needed
Click Next
Step 3: Choose Type
Reports can either be ad hoc or subscriptions.
Option | Description |
---|---|
Ad Hoc | Manually generated, downloadable report. |
Subscription | Automatically generated report, with email notification and distribution. |
Select Ad hoc or Subscription
Click Next
Step 4: Frequency and Recipients
For Subscription reports, you can configure the frequency of report generation
the regional settings, time format and select a time period.
Option | Description |
---|---|
Report |
|
Monthly | The last month. |
Weekly | The last week. |
Daily | The last 24 hours. |
Recipients |
|
Email User | Send a report to the user/report creator. |
Email Customer | Send report to the Reporting Email address configured in Account. |
Additional Recipients | Email addresses to extra recipients. |
Report Name | The identifier for the report. |
Report Filename Template | Filename to use for download and email attachments. |
Select options as needed:
Frequency
Recipients
Report Name
File Name
Click Next
Frequency
The report frequency options are not exclusive. You can choose one, some, or all of Monthly / Weekly / Daily for the same subscription.
Report Name
The Report Name is used for display purposes in Synthetic Monitoring, and to generate the email subject line.
Placeholder | Description |
---|---|
{ | Will be replaced with the period (daily, weekly, monthly) of the report. |
A default report name will be used if the template is empty.
Report File Name
The Report Name is used for file download and email attachments.
Placeholder | Description |
---|---|
{ | will be replaced to the actual date of the report. |
{ | will be replaced to the sequence number of the file if there are more than one files in the report email |
A default report filename will be used if template is empty.
Step 5: Create
When all settings have been selected, you can create the report.
Create Report
Click Create
The added to the list and queued for creation.
My Subscriptions
Subscriptions
The My Subscriptions view shows existing report subscriptions and allows you to manage them.
Menu
Each subscription is displayed as a section on the page.
Item | Description |
|
---|---|---|
Title E.g. “General Summary” | The type of report (e.g. General Summary, Excel Summary, Performance Summary). Below is a thumbnail image of the report. |
|
All Checks or {N} Check(s) | The included checks. |
|
Report Name | The identifier for the report. |
|
Enabled | Turn subscription on or off. |
|
Email User | Send a report to the user/report creator. |
|
Email Customer | Send report to the Reporting Email address configured in Account. |
|
Additional Recipients | Email addresses to extra recipients. |
|
Interval | Table showing at which interval(s) the report is generated and sent. |
|
For each subscription, emails are sent out to the configured email addresses, at the intervals defined in the subscription settings.
The report is attached to the email.
Edit Subscription
The Edit Subscription view allos you to reconfigure a previously created subscription.
View
Item | Description |
|
---|---|---|
| Type of report. |
|
| Thumbnail image of the report. |
|
| Included checks. |
|
Report Name | Identifier for the report. |
|
Enabled | Turn subscription on or off. |
|
Email User | Send report to the user/report creator. |
|
Email Customer | Send report to the Reporting Email address configured in Account. |
|
Additional Recipients | Email addresses to extra recipients. |
|
Report Filename Template | Filename to use for download and email attachments. |
|
Save | Save the changes. |
|
Delete | Remove subscription. |
|
Cancel | Stop editing and return to list. |
|
Report Name
The Report Name is used for display purposes in Synthetic Monitoring, and to generate the email subject line.
Placeholder | Description |
---|---|
{ | Will be replaced with the period (daily, weekly, monthly) of the report. |
A default report name will be used if the template is empty.
Report File Name
The Report Name is used for file download and email attachments.
Placeholder | Description |
---|---|
{ | will be replaced to the actual date of the report. |
{ | will be replaced to sequence number of file if there are more than one files in the report email |
A default report filename will be used if template is empty.
Created Reports
Created Reports
In the Created Reports view, you can look at previously generated ad-hoc reports.
Menu
View
Column | Description |
---|---|
Refresh | Reload page and update information. |
Created | Report creation timestamp. |
Report Name | Name of the report. |
Status | Report creation result. |
Download | Download link. |
In progress
While reports are being generated, they will be marked as in progress
in the table.
The download column will also be empty.
To update the status display:
Click Refresh
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