Working with Reports
The ProVision Reporting tab provides reports for IPAM, Peering, DNS, Activity, Resources, and DHCP.
To view reports for ProVision the available modules (IPAM, Peering, DNS, Activity, and Resources), click on the applicable sub-tab button at the top of the page, or select it from the Reporting Tab dropdown menu.
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Reporting v2, accessible to admin users from the Reporting tab, contains reports for six ProVision the following modules - : IPAM, Peering, DNS, Activity, Resources, and DHCP. Default reports are available for each module sub-tab, and users may create their own customized report from the existing templates. Once created, reports may be exported on-demand, or have exports scheduled to be sent to a user at regular intervals.
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- View reports
- Create new reports
- Edit reports
- Copy reports
- Delete user-created reports
- Export and/or schedule export of a report
For each ProVision module, these actions are accessed in two general areas - the Saved Reports list, which shows the reports existing for each report type, and Report View, which displays the data for the selected report, and where report edits, exports, and filter updates may be performed.
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Admin level users ("Admin" permissions on TLR) may view all data in all reports, as well as perform report actions such as creating, editing, copying, and deleting reports if the "Reporting Permissions Override" setting is selected in Admin Preferences. Non-admin / Limited permission users may view reports, but will only be shown the reports and data/modules for which they have permissions to view. Non-Admin users may not create new reports, or edit, copy, or delete system reports or reports created by other users. |
The Saved Reports List
The Saved Reports List shows the reports created for each module, including both default and user-created reports. Each report row displays the report name, description (optional), last modified date, last loaded date, the owner (creator), and provides action button options.
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Open a report view by clicking on the report name in the Saved Reports list, or click "View" under report Actions.
The Report View for the selected report will open, where you can edit, filter, and export the report.
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To create a new report, click "Add Report" from any reports module page. This opens the Add Report page.
Under Add New Report, select the desired report type to add, enter the name of the report, and a description. Click "Save" when complete.
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Open the report from the Saved Reports list by clicking either the report name, or the "View" button under Actions.
Report View opens for the report, showing the report with no filters applied. To view or edit the report filters, click filter﹥ to open the filter flyout.
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Reports may be exported immediately, as they are currently displayed in the Report View, or exported on a regular basic automatically (Schedule Report). Note: Schedule Report requires ProVision's the Scheduler Tab to be running.
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Once Schedule Report Settings have been saved for a report, ProVision automatically generates a Scheduler task entry is automatically generated for that report with the entered information. Once created, the email address, report interval, and time to send the report may be also manually edited from the Scheduler Tab, and the history and log event for the scheduled report task may be reviewed. |
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Edit a report's name, description, permissions, or scheduled report settings by clicking Edit in the Saved Reports list. The report actions panel will open.
You may also open the report actions panel from Report View. Click the gear icon, then select Edit, or open the actions + panel.
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Copy a report by clicking "Copy" in the Saved Reports list for the report.
You may also copy a report from its Report View. Click the gear icon, then select Copy.
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Delete a user-created report by clicking Delete in the Saved Reports list. Default reports (listed with "System" as the owner) may not be deleted.
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Before deleting reports (especially any created by a different user), verify that both the report and its scheduled exports are no longer needed. |
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