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Creating Reports
The Reports page provides a method for creating reports with data filters and customized time ranges up to the previous two months.
Figure 1 Reports Page
Run Reports Now or on a Specified Schedule
You can set up reports to run immediately or you can schedule a report to run on a daily, weekly, or monthly basis. Although Insight reports show data over the previous two-month period, Insight can retain data for up to two years.
Select Report Filters
Many reports allow you to select filters that include a simple AND condition. For example, you can use filters to create a report that displays data for RADIUS Remote Authentication Dial-In User Service. An Industry-standard network access protocol for remote authentication. It allows authentication, authorization, and accounting of remote users who want to access network resources. Authentications from the Active Directory Microsoft Active Directory. The directory server that stores information about a variety of things, such as organizations, sites, systems, users, shares, and other network objects or components. It also provides authentication and authorization mechanisms, and a framework within which related services can be deployed. AND the Guest User Repository source.
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For Compliance Reports in Insight, the Filters for Audit records are not allowed in the UI User Interface.. |
PDF, CSV, and HTML Report Formats Are Available
After a report is configured and run, the report is available for download in PDF and CSV Comma-Separated Values. A file format that stores tabular data in the plain text format separated by commas. formats. You can also open a report and view it in HTML format.
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Deleting a configured report deletes both the report configuration and all related report output. |
Creating a New Report: Settings Configuration
To create a new report:
1. From the Insight navigation panel, click Reports.
2. Select . The page of the opens.
Figure 2 Create New Report Wizard: Settings
3. Enter the appropriate information as described in Table 1, then click .
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For detailed information about what report types are provided for each report category, refer to Insight Report Categories. |
Report Parameter |
Action/Description |
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Report Name |
Enter the name of the report. |
Description |
Optionally, enter a summary description of the report. |
Report Language | Select the language in which the report is displayed. Options are English (the default), Korean, Chinese, and Japanese. |
Category |
Select the report , then specify the desired report type in the selected category. |
Notifications |
Optionally, specify report notifications. These report notification options require that you first configure the SMTP Simple Mail Transfer Protocol. SMTP is an Internet standard protocol for electronic mail transmission. mail server for email notifications. For details, see Messaging Setup. CSV Comma-Separated Values. A file format that stores tabular data in the plain text format separated by commas. and PDF formats. If the zip file is larger than 2 MB, the CSV Comma-Separated Values. A file format that stores tabular data in the plain text format separated by commas. file will not be included in the zip file, but the email will include a link to download that file. . When you select this option, enter the list of email addresses (separated by commas) to be notified. When Insight Reports are sent via email to notification recipients, the recipients will receive an email with an HTML version of the report and a zip file containing the report in. When you select this option, enter the phone numbers of each recipient (separated by commas). |
Options |
Before you can enable one or both of these two options, you must configure the (including the Remote Directory) in the section. For more information, see File Transfer Settings Configuration.
A full set of raw data is customizable in the CSV Comma-Separated Values. A file format that stores tabular data in the plain text format separated by commas. reports only.
This option lets you copy reports to the location specified in the > setting. |
Repeat Scheduled Report |
Specify whether you want to generate this report , , or . The default is .To rerun a report or a static report, edit and save the report. Insight will then automatically run the report.When you create a report with the option selected, the report runs when you click .When you create a periodic report ( , , or ), the report is run according to the specified schedule. |
Preset Date Range
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If you select the No Repeat option in the Repeat Scheduled Report field, you can choose one of the following settings this report:Custom Date: When you select , specify the and and the and .Today Since Yesterday This Week Within Last Week Within Last 2 Weeks This Month Within Last Month When you select one of these date range options (with the exception of ), Insight automatically populates the and settings |
Report Summary |
When you have configured the report settings, the displays them for your review. |
Report Filters Configuration
When you complete the
page in the wizard and click , the page that opens allows you to configure the filters for your report. For maximum flexibility in defining your reports, the complete set of filters are available for each report.Report filters apply the data fetched from the database, then Insight displays the result in the report. The filters that are available depend on the report category you specify. If you don't apply a filter, Insight includes all the data in the generated report that matches the report category.
Figure 3 Specifying a Report Filter
1. Specify the report filter parameters as described in the following table:
Filter Parameter |
Action/Description |
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Field |
Click the drop-down list and select the parameter you wish to use as a filter. The available parameters vary, according to the report type. |
Operator |
Select the operator to determine how Insight filters the setting in the field. Supported options are:Equals: The field is an exact match with the value string Not_Equals: The field does not exactly match the value string Starts_with: The field starts with the specified value string Contains: The field parameter contains the value string anywhere within the field parameter. Not_Contains: The field parameter does not contain the parameter |
Value |
Select the appropriate value. |
Add Another |
Click this link to add another filter. |
Specifying the Logo and Branding
1. When you complete the report filters configuration, scroll to the section on the same page. The initial Logo and Branding screen presents a prompt, asking if you want to change the logo:
Figure 4 Prompt for Changing the Logo
2. If you don't wish to change the logo, simply click to proceed.
3. If you do want to change the logo, click the check box.
The
configuration section opens:Figure 5 Logo and Branding Section
4. To specify the logo and branding information, enter the information as described in Table 2, then click .
Report Parameter |
Action/Description |
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Select Template |
From the drop-down, select the logo and branding template. |
Page Title |
Enter the page title. |
Top Section |
Enter the header for the top of the page. |
Logo Image |
To browse to the appropriate logo image, click . |
Bottom Section |
Enter the footer text. |
Copyright |
Enter the copyright information. For example, "Copyright 2019 NewSales, Inc." |
Save Template |
To save the new branding and logo settings, click . |
Report Summary Page
When you complete the
section, the is displayed.Figure 6 Report Summary
1. Review the report summary.
a. If you wish to change any aspect of the report, click . The dialog opens. You can edit the current report settings as needed.
b. Make any necessary changes, then click .
2. When the report settings are satisfactory, click . Insight generates the report. You return to the page.
Uploading a Custom Report Template
1. Navigate to >
2. Select the option in the drop-down list.
Configured Reports Page
To see the set of configured reports, select Policy Manager servers.
> . From this view, you can edit or copy report settings, run or delete a configured report, and import or export reports betweenFigure 7 Configured Reports Page
A green dot next to a report name indicates that the report generation is complete, while a yellow dot indicates that Insight is still creating the report. A red dot by the report name indicates that the report failed to generate. To display a tooltip with additional information about why a report fail to generate, hover your mouse over red dot.
This page also provides two report widgets:
This widget lists the ten reports that took the longest (in seconds) to run over the last 30 days.
This widget lists the ten most frequently run reports over the last 30 days.
Importing and Exporting Reports
Insight allows you to import or export individual reports, or import and export multiple report definitions at once.
To export a single report definition:
1. Navigate to the page.
2. In the table, click the checkbox to the left of a report name to select that report.
3. to export the selected report definition as a JavaScript Object Notation (JSON JavaScript Object Notation. JSON is an open-standard, language-independent, lightweight data-interchange format used to transmit data objects consisting of attribute–value pairs. JSON uses a "self-describing" text format that is easy for humans to read and write, and that can be used as a data format by any programming language.) file, click the Export () icon to the right of the report name in the table, or click the button above the table.
To export multiple report definitions at once (bulk export):
1. Navigate to the page.
2. In the table, click the check box to the left of each report name you want to export, or click the check box in the header of the table to select all reports.
3. Click the button above the table.
All selected reports are exported in a single JSON JavaScript Object Notation. JSON is an open-standard, language-independent, lightweight data-interchange format used to transmit data objects consisting of attribute–value pairs. JSON uses a "self-describing" text format that is easy for humans to read and write, and that can be used as a data format by any programming language. file.
Figure 8 Selecting Multiple Report Definitions for Bulk Export
To import one or more report definitions:
1. Click the button.
2. Browse to and select a JSON JavaScript Object Notation. JSON is an open-standard, language-independent, lightweight data-interchange format used to transmit data objects consisting of attribute–value pairs. JSON uses a "self-describing" text format that is easy for humans to read and write, and that can be used as a data format by any programming language. report definition file.
3. If you select a file with multiple report definitions, the import process will add all reports in that file, and Insight will display a status message listing all the report definitions that have been added or updated.
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If you upload a report definition that uses an existing custom report template name, Insight displays a warning stating that the template name already exists, and that uploading a new report will overwrite the previous uploaded custom report configuration. |
Viewing Generated Reports
You can view or download an existing report on the Reports page of the Insight user interface. To view a generated report:
1. From the navigation panel, click .
2. Scroll to the section.
3. To download the zip file that contains the reports in PDF and CSV Comma-Separated Values. A file format that stores tabular data in the plain text format separated by commas. formats, click the icon (as shown in Figure 9). When you download a file, this page displays banner messages that provide information about the file's download progress and when it is ready for download—for example:
Report <filename> will be generated now. Retry download after a few minutes.
Report <filename> file generation in progress.
Report <filename> file is ready for download.
4. To view the desired report in HTML format (which opens in new tab), click the name of the report.
The generated report is displayed (see Figure 10).
Figure 10 Report Displayed in HTML Format
Regenerating Existing Reports
To regenerate an updated version of an existing report definition, click the run () icon beside any report definition on the or > pages.