Reports

Report enables a user to view and download the analyses of graph data in PDF format. Based on the requirements, user can either generate the report instantly or schedule it for getting generated for a specified time or duration.

Using this section, user can perform following operations:

  1. Add Visualization to a Report
    • Select Visualizations from the list
    • Create a new Visualization
  2. Save Visualizations as Report
  3. Open a Report
  4. Generate Instant Report
  5. Schedule a Report
  6. Share a Report
  7. Download a Report

Add Visualization to a Report

To generate a report, user first needs to add visualizations to a report. There are two ways to add visualizations – by selecting already created visualizations from the list or by creating a new visualization.

Create Report from Existing Visualizations

  1. To select a visualization from the created ones, click Reports > Add. This displays a list of existing visualizations.

2. Select the visualizations (by clicking over them) from the list what has to be incorporated in the report. This adds up the visualization in to the report and displayed at the bottom of the screen.

3. Save the report by clicking the Save button at the top banner, provide the report name, and click the Save button below the report name.

Note: To change the time filter to the currently selected time each time this report is loaded, select the Store time with report check box.

Create Report from New Visualizations

  1. To create a report from new visualizations, click the Reports > New > Visualize.

2. This displays Create New Visualization section within the Charts menu.

  1. Here, user can create new visualizations based on different chart types provided and save the visualization. After saving the visualization, user can create a report by selecting the visualization within the Reports section.

Note: How to create a visualization with different chart types is mentioned in Creating a Chart section, prior in this document.

Open a Report

  1. To open the reports, click Reports > Open at the top bar. This displays a list of reports.

2. Click a report name; this displays the visualizations of that report.

Generate Instant Report

User can generate an instant report using the reports section. This report is saved at the default Download folder of the system.

Schedule a Report

Using this method, user can schedule the time at which the report is to be generated. The generated report is stored in NFDB.

To schedule a report, follow the below mentioned steps:

  1. Go to Reports menu from the left and open a report (which is to be scheduled) by clicking the Open navigation bar at the top menu.

2. Once the report is opened, click the Report Schedule navigation bar to schedule the report.

There are following modes in which reports can be generated:

  • Hourly
  • Monthly
  • Weekly

Hourly

In this type of scheduling, user can schedule report task on Hourly or Daily basis. Report can be generated at provided hourly basis or daily at specified time.

Provide the following details for this mode:

  • Hourly: To generate the report on hourly basis, select Every option and specify the hour for example – 2, 4, 6, etc. at which the report is to be generated.
  • Daily: To generate the report on daily basis at a specific time, select Daily at option and select the time by using the  icon.
  • Schedule Expiry Date and Time: Upon selecting the hourly / daily option, user needs to schedule the expiry date for report generation. When the scheduled expiry date is reached, the report will not be generated further.
  • Report Name: Name of the scheduled report.
  • Report Type: There are two types of reports – one is Single page in which all the charts are displayed on one page only and another is Multi page in which only one chart is displayed on a page.
  • Description: This is the description of the scheduled tasks.
  • Email: The email ID of the receiver to which the scheduled report is to be sent.
  • Subject: The subject of the scheduled report.

Weekly

In this type of scheduling, user can schedule report task on weekly basis. Report can be generated at a specified time of a weekday, such as Sunday, Monday, Tuesday, and so on. User also needs to provide the schedule expiry date and time after which the report scheduler will not be executed and reports will not be generated.

Provide the following details for this mode:

  • Selection of Weekday: Select the day of the week, such as Sunday, Monday, Tuesday, and so on, to which the report is to be generated.
  • Start Time: This is the time at which the scheduled task for report generation is started.
  • Schedule Expiry Date and Time: Upon selecting the hourly / daily option, user needs to schedule the expiry date for report generation. When the scheduled expiry date is reached, the report will not be generated further.
  • Report Name: Name of the scheduled report.
  • Report Type: There are two types of reports – one is Single page in which all the charts are displayed on one page only and another is Multi page in which only one chart is displayed on a page.
  • Description: This is the description of the scheduled tasks.
  • Email: The email ID of the receiver to which the scheduled report is to be sent.
  • Subject: The subject of the scheduled report.

Monthly

In this type of scheduling, user can schedule report task on Monthly basis. Report can be generated at provided time of a weekday on monthly basis.

Provide the following inputs:

  • Day: Specify the day of the month at which the task is scheduled for report generation.
  • Month: Specify the frequency of month, for example – 1, 2, 4 or so for report generation.
  • Start Time: This is the time at which the scheduled task for report generation is started.
  • Schedule Expiry Date and Time: Upon selecting the hourly / daily option, user needs to schedule the expiry date for report generation. When the scheduled expiry date is reached, the report will not be generated further.
  • Report Name: Name of the scheduled report.
  • Report Type: There are two types of reports – one is Single page in which all the charts are displayed on one page only and another is Multi page in which only one chart is displayed on a page.
  • Description: This is the description of the scheduled tasks.
  • Email: The email ID of the receiver to which the scheduled report is to be sent.
  • Subject: The subject of the scheduled report.

Share Saved Report / Snapshot

User can share the saved report and snapshot. To do this, follow the below mentioned steps:

  1. Open a report that is to be shared and click the Share button at the top navigation bar.

Share Saved Report

User can share the report URL with people to let them load the most recent saved version of this report. This section provides link to embedded iframe and to the report. User needs to add embedded iframe code within the HTML source. All clients must be able to access NetForest.

Share Snapshot

Snapshot URLs encode the current state of the report in the URL itself. Edits to the saved report will not be visible via this URL. Here also, link to embedded iframe and to the snapshot is provided. User needs to add embedded iframe code within the HTML source. All clients must be able to access NetForest.

In case of link, we recommend sharing shortened snapshot URLs for maximum compatibility. Internet Explorer has URL length restrictions, and some wiki and markup parsers do not do well with the full-length version of the snapshot URL, but the short URL should work great.

Download a Report

Once the report is generated, user can download it in PDF format.

Single Page Report

Multi Page Report