Configure Analysis Reports in USM
Analysis Reports are out-of-box reports that are available for both individual computer systems and groups in Unified Service Manager (USM).
Analysis Reportsare out-of-box reports that are available for both individual computer systems and groups in Unified Service Manager (USM).
The following Analysis Reports are available:
- Top-N Reports
- Situations to Watch Reports
- Group Trend Reports
For individual devices:
- At-a-Glance Reports
- Trend Reports
USM Dynamic Template Reports also are available through the Reports pulldown menu for devices. These reports are performance reports that are defined through the Performance Reports Designer portlet and made available here.
Each individual type of Analysis Report has unique requirements. For more information, see the article for each report.
Create or Open a Report
You can create a new report or can view an existing report.
Follow these steps:
- Select a group or individual device in USM.
- Click theReportstab in the details pane.
- Click the desired report from theReportsdrop-down.
- In the report configuration screen for Top-N, Trend, and Group Trend reports, enter a name for a new report and select parameters from the drop-down list.OR
- Click theOpen Reporticon () at the top of the configuration screen, navigate to the desired report, and click on theOpenbutton.
You can define parameters for a new report or can change the parameters for an existing report in the report configuration fields at the left side of the window.
When you create a report for a group, the Metrics field displays the metrics appropriate to the group. After you save the report, if you alter the group membership so that the saved metric is no longer appropriate to the group and then open the report again, the Metrics field will be empty and you will be prompted for a metric appropriate to the group.
Select a Time Period for a Report
Reporting periods for At-a-Glance, Group Trend, and Trend reports can be configured to include only data from a specific time range, selected days, and times during those days, all keyed to a selected time zone.
By default, a report includes data that are collected for the current day. You can select a different reporting period but also narrow the scope of that data to focus on data of interest and exclude less-important data—for instance, data that are collected during maintenance or outside of SLA hours. Fields to define the data reporting period consist of:
- Time Period- The contiguous period of data reporting, from one day to the past 12 months.
- Time Zone- The time zone for the time period.
- Business Hours- The days of the week and hours of the day within the time period.
The intersection of Time Period and Business Hours, relative to the selected time zone, will define the data that are displayed in the report. All other data are excluded.
Follow these steps:
- Navigate to a group or device in the USM tree view.
- Select a report from theReportstab.
- Select aTime Periodfor the report. The default isCurrent day.Time period conventions for reports are as follows.
If you selectCustomfor the time period,StartandEndfields appear underTime Period. Click the calendar icon () to select months and dates and enter time values directly into the time fields.To enter time information directly, click on the month, date, and time elements. Click the month name to convert it to a numeric value that can be changed by scrolling up or down.
- Reports follow ISO 8601 standards for calendar weeks: calendar weeks begin on Monday and end on Sunday.
- Calendar days begin and end at 12:00:00 a.m.
- The current week begins at 12:00:00 a.m. on Monday and ends at the report generation day and time.
- The current day begins at 12:00:00 a.m. and ends at the report generation time.
- Select aTime Zonefrom the pull-down menu.The default is the user UTC time zone.
- If you want the report to contain only a subset ofTime Perioddays and hours, click on theConfigurebutton underBusiness Hours.In the selection box that appears, all days of the week and hours in a day are selected by default.
- Deselect the days that you do not want in the report and change the start and end times for the remaining days.
- Click theOKbutton to apply the days and times to the time period.The starting and ending times in theConfiguredialog box is applied to all selected days of the week. If starting and ending times span midnight, contiguous data for the two days are included in the report. For example, a report for data collected Monday through Friday from 8 p.m. to 4 a.m. includes data that is collected on Saturday from 12 a.m. to 4 a.m.
If the selected days and times in
Business Hoursfall outside of the
Time Periodselection, the report generates an error message.
Select a Data Aggregation Interval for a Report
When formatting At-a-Glance, Trend, and Group Trend reports, you can select an data aggregation interval to limit data point density in the output. This helps you to see trends at a meaningful time interval.
Once you have selected a time period for the report, pull down the
Aggregation Intervalmenu and select the preferred interval. The selection box includes the following options:
- Automatic- The default. This option sets the data aggregation interval to produce approximately 300 data points across the chart for the selected time period.
- Raw Data- No aggregation of data. This option displays raw data at the configured sampling interval for the appropriate monitor.
The chart displays the selected data aggregation interval, and the interval is displayed in the chart output.
Automaticfor the aggregation interval and saving the report as an Excel or CSV file produces a table containing all data points, as if selecting
Raw Data. Selecting any other aggregation interval and saving the report as an Excel or CSV file produces a table with the selected data aggregation interval.
If you select an aggregation interval that is much larger than the duration of the chart, the chart automatically scales the results to the closest meaningful interval. Interval scaling produces a trend line of at least two points if at least two points are available.
The aggregation interval for the report is saved as part of the report configuration.
Save an Analysis Report Configuration
Once you have configured an Analysis Report, you can save your configuration by selecting the
Save Asicon () at the top of the report window. You can use the other icons at the top of the report to:
- - Open an existing report.
- - Save changes to the current report.
- - Delete a report.
- - Schedule a report.
See the following steps to schedule a report or delete a scheduled report.
Run an Analysis Report
Once you have configured and saved an Analysis Report, you can run it in either PDF or Excel formats.
Follow these steps:
- Click theOutput Formatfield menu button.
- Click the format for the report.
- Click theRunbutton.
If you run the report in PDF format, the report appears in a pane to the right. You can select from among the output option icons at the upper right:
- Open in a new browser window.
If you run the report as an Excel or CSV file, it is downloaded to your system.
When you create and run multiple analysis reports at once, the header of a report window indicates either that the report is being generated or its position in the queue. As reports are run, this information is updated.
If you click to leave the reports window while a report is running, you are prompted with a verification dialog box. This box temporarily blocks updates for the report. Leaving the box open for an extended period cancels the current report, as will leaving the page before the report has run. Subsequent reports in the queue run normally.
Schedule an Analysis Report
Once you have saved a report, you can schedule it using the Report Scheduler Portlet. The Report Scheduler portlet allows you to schedule performance or Analysis Reports to run at specified times. The reports can be delivered as a PDF file using email or FTP.
You cannot configure Analysis Report schedules by navigating directly to the Report Scheduler portlet. To change a report schedule, navigate to an analysis report and open your saved configuration. Once your changes are made and saved, reschedule the report using the
Follow these steps:
- Navigate to an Analysis Report.
- Select the desired report options.
- Save the report using theSave Asicon ().
- Enter a name for the report.
- Select the account that the report is associated with.
- Once the report is saved, click on theSchedule Report icon ().The Report Scheduler portlet opens and displays the Create New Job dialog box.
- Choose the desired settings for the report schedule job.
If you click the Schedule Report icon () before saving the report, a dialog box appears and prompts you to save the report. On saving the report, the Report Scheduler portlet opens.
Delete an Analysis Report Schedule
An Analysis Report saved configuration and its associated Report Scheduler job are separate entities. Deleting or changing an Analysis Report configuration does not automatically update its associated job. To delete an Analysis Report and its schedule completely, you must:
- Navigate to the Analysis Report and delete the saved configuration using theDelete Reporticon ().
- Navigate to the Report Scheduler portlet and delete the saved job for the Analysis Report.