Share Data with Other Users

You can share data with others by creating or accessing reusable on-demand report templates, and then downloading a report for sharing. You can also access a dashboard and download it for sharing.
HID_Share_Data_with_Other_Users
You can share data with others by creating or accessing reusable on-demand report templates, and then downloading a report for sharing. You can also access a dashboard and download it for sharing.
To share dashboards and views, use one of the following options:
  • Export a dashboard to a static report in PDF format.
  • Set up schedules to send reports automatically.
  • Export individual views. Publish views on a web page, such as an intranet site.
  • Export data from a view to a file in comma-separated values (CSV) format. The CSV includes only the information up to the row limit (1,000 for custom views and 5,000 for common views).
    When you generate CSV output, the following leading characters are removed from cells: (+, -, @, =).
In this article:
Print a Report to PDF or CSV
You can export the current dashboard contents as a printed report. You can preview the current dashboard page in PDF or CSV format.
When exporting chart/table views, the PDF does not show the gauge or chart that is associated with the currently selected row in the table.
Follow these steps:
  1. Log in as a user with the Print a Dashboard role right.
  2. Do
    one
    of the following tasks:
    • Generate the report. Do the following:
      1. Hover over
        Reports
        , and then click
        On-Demand Report Templates
        .
        The
        Manage On-Demand Report Templates
        page appears.
      2. Select the on-demand report template that you want to print to PDF or CSV, and then click
        Run
        .
      The report generates.
    • Export a dashboard to a static report in PDF format. Hover over
      Dashboards
      , and then select the dashboard that you want to export.
      The PDF includes only the information currently visible in your dashboard.
  3. Click the
    More options
    icon on the toolbar,
    Print
    , and then click one of the following:
    • Print PDF Portrait/Landscape
      Specify the page layout of the PDF document.
    • Print CSV Scaled/Unscaled
      Specify whether the values in the exported dashboards are scaled.
      Scaled values appear with larger units, for example, 1 KB. Unscaled values appear in the raw form for the metric, for example, 1000 bytes.
  4. Save the file to the local computer using the options that you selected.
Send or Schedule a Report by Email
You can export dashboard contents as a report attached to an email message. For CVS and single-paged PDF, the file is attached and sent in an email message. For full-paged PDF, an email message is sent with a time-sensitive link to the report. Download and save the report as soon as possible. Reports sent or scheduled by email include only the information up to the row limit. For example, the limit for the IM Table (Top) view is 2,500 by default.
When an IM Table (Top) view contains a mix of core and baseline metrics, the results might be capped at 1,000 rows. This reduced row limit depends on the number of queried items.
You can send a report by email immediately, or you can create a schedule for recurring report emails. For example, you can email interface utilization reports to the IT department each week for capacity planning.
By default, up to five email tasks can run concurrently.
Prerequisites:
The Administrator has specified an email server.
Follow these steps:
  1. Do one of the following:
    • (To send a report by email) Log in as a user with the Send Reports by Email role right.
    • (To set up a recurring email schedule) Log in as a user with the Send Reports by Email and Send Reports on a Schedule role rights.
  2. Do
    one
    of the following tasks:
    • Hover over
      Reports
      , and then click
      On-Demand Report Templates
      . Select an on-demand report template that you want to send or schedule by email, and then click
      Run
      .
    • Hover over
      Dashboards
      , and then click a dashboard.
    The report opens.
  3. Click the
    More options
    icon on the toolbar, and then click
    Email/Schedule Report
    .
    The
    Email Dashboard
    dialog opens.
  4. Complete the following fields:
    • Dashboard
      A read-only field that identifies the name of the dashboard. The dashboard name appears in the filename of the report that is attached to the email. The dashboard name also appears in the Dashboard column in the list of email schedules on the
      Manage Scheduled Emails
      page.
    • Send To
      Specifies the email addresses of the recipients. Use the standard format:
      <name>@<domain>
    • Subject
      Describes the emailed report.
      Example:
      The dashboard title and any components for which data is included in the report.
    • Message
      (Optional) Message that accompanies the emailed report.
    • Security
      Specifies whether to require a login to view the report.
  5. In the
    Output Options
    section, complete the following fields:
    • Format
      Options:
      PDF or CSV
      Default:
      PDF
    • PDF Orientation
      Specify the page layout of the PDF document.
      Options:
      Portrait or Landscape
      Default:
      Portrait
    • Information Scope
      Select the pages to include in the report run.
      Options:
      • First Page only of multiple page views:
        Attach and send only the first page in the email message.
      • All Pages of multiple page views:
        Include and send a time-sensitive link to the report containing all pages in the email message.
        To minimize the performance impact, before you schedule a report to include
        All Pages
        , ensure that your servers, especially the data repository, meet the minimum requirements and sizing guidelines.
        For more information about these sizing requirements, see the
        DX NetOps Performance Management
        Sizing Tool
        .
      Default:
      First Page only of multiple page views
    • CSV Orientation
      Select
      Scaled
      or
      Unscaled
      to specify whether the values in the exported dashboards are scaled.
  6. In the
    Business Hour Option
    section, complete the following fields:
    • Apply Business Hour Filter
      Enable this option. By default, business hours are not enabled.
    • Business Hours Filter
      Select the business hours filter that you want to apply to the data in the report. The list of business hours definitions are those that have been previously defined.
    • Business hour and time zone
      The time zones from which you want to choose in the Time Zone Filter drop-down.
      Options:
      • Recommended hours/zones:
        Lists the time zones that are associated with the business hours you have chosen.
      • System defined hours/zones:
        Lists time zones that are associated to site groups.
      • Any hours/zones:
        Lists all time zones.
      Default:
      Recommended hours/zones
    • Time Zone Filter
      The time zone that you want to assign to the view.
  7. In the
    Scheduling Options
    section, for
    Frequency
    , specify a frequency for running the report with a start time, time zone, and time range for the report:
    Options:
    • Run Now
      Runs the report and sends the email message immediately.
    • Run Daily
      Runs the report and sends the email message once per day. If selected, reveals checkboxes where you can select the day of the week when the report is run.
      Default:
      Run the report every weekday (Monday - Friday) at 00:30 hours in the time zone of the logged-in user. The data in the report reflects the previous 24 hours.
    • Run Weekly
      Runs the report and sends the email message once per week. If selected, lets you select the day that the report is run.
      Default:
      The report is run every Sunday at 01:00 in your time zone. The data in the report reflects the previous seven days (Saturday - Sunday).
    • Run Monthly
      Runs the report and sends the email message once per month. If selected, lets you select the day of the month to run the report.
    • Run Quarterly
      Runs the report and sends the email message once per quarter. If selected, lets you specify a starting month and day of the month to run the report.
    • Run Yearly
      Sends the email message once per calendar year. If selected, lets you specify a starting month. Reports are run on the first day of the specified month.
    Default:
    Run Now
  8. Click
    OK
    .
The report is sent according to the schedule that you selected. For CVS and single-paged PDF, the file is attached and sent in an email message. For full-paged PDF, an email message is sent with a time-sensitive link to the report. Download and save the report as soon as possible.
Manage Schedule Reports
You can set up schedules to email reports on a recurring basis. Selected dashboard data is exported in report format and sent to designated users according to a regular schedule.
You can manage your own report schedules. Only users with the Administrator role can manage report schedules that belong to other users.
Follow these steps:
  1. Log in as a user with the Send Reports by Email role right.
  2. Hover over
    Administration
    ,
    Configuration Settings
    , and then click
    All Scheduled Reports
    .
    Tenant administrators only see the items that are associated with their tenant.
    The
    Manage Schedule Reports
    page opens, and a list of scheduled reports appears.
  3. Select the schedule report that you want to manage, and then click
    Edit
    .
    The
    Edit Schedule Report
    dialog opens.
  4. View or change the settings for schedule report, and then click
    Save
    .
The new schedule report settings are saved.
Generate a URL for a View
To share a view with users who do not have access to a dashboard, generate a URL for the view. The URL recreates the selected view on demand. The URL lets you add the view to a web page or intranet site to share performance data.
A security token is included with each URL. This token is based on the user who is logged in at the time of URL generation. Any user who accesses the exported view sees the same data as the user who exported the URL.
Follow these steps:
  1. Log in as a user with the Generate URLS from views role right.
  2. Open the dashboard that contains the view for which you want to generate a URL.
  3. Click the
    Edit
    (gear) icon on the view, and select
    Generate URL
    .
    The Generate URL dialog opens. The URL is displayed in the URL field.
  4. Enable or disable the following required parameters for the exported view:
    • View Container
      Displays the chart or graph with a surrounding container. The container includes the title of the view and a black outline around the chart or graph.
    • Copyright
      Shows the copyright information for the web page in the view.
    • Drill Down
      Lets users drill down from the view into the underlying data source for more detailed data.
      Prerequisites:
      The user has access to the data source and has the Drill into Data Sources role right.
    • Detailed View Logging
      If you encountered an issue with this view, enable logging. You can use this method to provide the necessary details to CA Support.
  5. Select from the following time frame options:
    • Time Options
      Specify the time range for the data in the view.
    • Token Expiration Options
      Control view expiration. The default, 'Never' expires, lets the exported view display indefinitely.
      If you want the view to expire, select a timeout period from the
      Token Expiration
      list. The URL includes an encrypted token that causes the view to expire after the specified timeout period.
      The token does not enable the user who interacts with the generated view to drill down for more data.
  6. (Optional) Click
    Preview
    to see how the view looks with the options that you have selected.
  7. Copy the URL displayed at the top of the page to the clipboard.
  8. Click
    OK
    .
  9. Paste the URL to the destination where you want to display the view.
    The URL provides access to the selected view.
Export a View to a CSV File
You can export the contents of a view to a file in comma-separated values (CSV) format. The CSV file format is compatible with spreadsheet applications, such as Microsoft Excel. When you export a view, all view contents are exported as raw data.
Limits of managed items are enforced for CSV export (1,000 for custom views and 5,000 for common views). Items that exceed the limit are not exported from the database.
Follow these steps:
  1. Log in as a user with the Export to CSV role right.
  2. Navigate to the report that contains the view that you want to export.
  3. Click the gear icon on the view, and select
    Export to CSV (scaled)
    or
    Export to CSV
    (unscaled)
    .
    The browser prompts you with options to open or save the exported file.
  4. Click
    Save
    if you want to supply a filename.
  5. Browse to the location where you want to save the file, and then click
    Save
    .
    The view is saved as a file in CSV format.