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Home > HPE Consumption Analytics Portal Documentation > Configuring the HPE Consumption Analytics Portal > Creating and managing reports

Creating and managing reports

This article is part of Configuring the HPE Consumption Analytics Portal

4. Create
reports

 

 

 

Reports run against the usage and charge data you collect. Reports are highly customizable. You decide what fields to include, how to organize those fields, and how to filter the data to include only what you need in the report. For example, you might want to see all charges, grouped by account, but only for the North America region. You can also pivot your data, much like you can in Microsoft Excel.

If you have the Manage Personal Reports or Manage Shared Reports permission, you can create reports. Sharing reports and editing shared reports requires the Manage Shared Reports permission. Also, if you have the Manage Shared Reports permission you can distribute reports through email to selected users and groups.

If you have the Manage Views permission you can decide which users or groups of users can see each report in their views, through either the Report Details page or the Report widget. For more information about views, see Views.

For more information about granting permissions, see Permissions.

Creating reports

To create a report

  1. In the Navigation pane, click Reports (if you're already on the Reports page in your default view, you can skip to step 2).
    The Reports page lists the default reports (lock icon) and your user reports (user icon):
    CAP_reports_fig1.png

  2. Click the + icon in the upper right hand corner.
    The Create New Report page displays, showing the report configuration panel.
    CAP_reports_fig2_create.png

  3. Select the desired date range from the selection list:
    • Yesterday
    • The current or previous month, quarter or year
    • The previous 7, 14, 30, 60 or 90 days
    • The previous 12 or 13 months
    • A custom date range

    If you select dates manually from the calendars in the from and to fields, custom date range is automatically selected.

  4. In the Fields list, click the checkbox next to each field you want to include as a column in the report.  
    You can use the selection list at the top of the Fields list to select a field package that limits which fields are listed. Field packages organize fields for convenience, and might include other groups of fields. For example, the All Fields package includes the Billing Fields and Utilization Fields groups (for more information about fields and field packages, see Fields and field packages).
    • An administrator might have hidden some fields, such as tags and fields used in SmartTags rules. To display/hide fields, toggle the eye icon.
    • You can mouse over a field name and click the information icon to open a Detail dialog box that displays the field's type, the collections that use the field, and a sample of actual data for that field. This information can help you identify which fields should be included in your report.
    • You can add no more than 10 string based (text) columns to a report.
    • To remove a column from your report, you can either uncheck the field in the Fields list, or right-click it in the Columns list and click Remove Field.

    As you add fields to the Columns list, they appear as columns in the report display, and the report updates to include a row for each unique combination of data.  For example, you might add the Service Category, Provider, Meter Name, and Cost fields to your report:
    CAP_reports_fig2a_create_columns.png

  5. If you want the report to include an aggregate summary for a field, select one of the aggregation options for the field from the pulldown in the Columns list:
    Aggregation option Description
    Do Not Aggregate

    If you select this option, the report does not summarize data for this column.  Each row for this column includes a raw value from the database.

    Sum

    If you select this option, rows for this column show the sum of the data available. This option is available only for number fields.

    For example, if your report includes the Provider, Product, and Cost columns, and you select this option for the Cost column, the Cost column shows the cumulative cost for each provider and product.

    Maximum

    If you select this option, rows for this column show the highest value available. This option is available only for number fields.

    For example, if your report includes the Provider, Product, and Rate columns, and you select this option for the Rate column, the Rate column shows the maximum rate for each provider and product.

    Minimum

    If you select this option, rows for this column show the lowest value available. This option is available only for number fields.

    Average

    If you select this option, rows for this column show the average of the values available. This option is available only for number fields.

    Count (Not Blanks)

    If you select this option, rows for this column show the raw number of values matching the unique combinations of the other columns in the report. These matching values might not be unique. The number can be very large, since there might be many non-unique rows for this column that match the unique combinations of other columns in the report.

    For example, if your report includes the Provider, Product, and Account ID columns, and you select this option for the Provider column, the Provider column shows the raw number of its matching values for each unique row of product and account ID. 

    Count (Distinct)

    Rows for this column show the number of unique values matching the unique combinations of the other columns in the report.

    For example, if your report includes the Provider, Product, and Account ID columns, and you select this option for the Provider column, the Provider column shows the number of its unique matching values for each unique row of product and account ID. 

  6. If you want to group your rows by any field, drag that field to the Groups list.
    A Group column is added to your report, with a row for each unique value for the field you selected. If you group by more than one field, groupings are nested according to the order in the list. For example, if you want to group report data by service category, drag the Service Category field to the Groups list:
    CAP_reports_fig2b_create_group.png

    If you group data in a report, and a row of data is missing a value for that group field, that row is grouped in the (no value) group.

  7. If you want to organize aggregated data as sub-columns of another column (the pivot field), drag the field from the Columns list to the Pivot Field box, .
    A new super-column is added for each value of the pivot field, with sub-columns for each aggregated field in the Columns list. For example, if you drag the Cost Center field to the Pivot Field box, HPE Consumption Analytics Portal adds a super-column for each Cost Center value, with aggregated Cost columns beneath it. 
    CAP_reports_fig2d_create_pivot_field.png
    • When using a pivot field, a report will display no more than 25 columns of data.
    • The pivot field cannot be a field that is marked for aggregation, or a field that is used for grouping.
    • Ensure that you have at least one aggregated field in the Columns list before dragging a field to the Pivot Field box. If you try to pivot on a field, and you have no aggregated fields on which to pivot, an error message will display:
      CAP_reports_fig2d_create_pivot_field_error.png

  8. If you want to filter your report to include only a subset of data for the columns you selected, add one or more filters by dragging the desired field(s) to the Filters list.
  9. Define the filter in the Filter Manager popup:
    CAP_reports_fig2c_create_filter.png

    Any filters you define as part of the report are saved with the report. If you share the report with other users (as described in the next step), they can add their own filters but they cannot remove the filters you defined with the report. For more information about defining filters, see Filtering data.


  10. Click Save to close the Filter Manager.  The filtered results display:
    CAP_reports_fig2d_create_filtered.png

  11. Save the report:
    1. Click the Save icon.
      The Save Report dialog box displays:
      CAP_reports_fig2f_create_save.png

    2. Enter a Report Name and a Report Description
    3. If you have the Manage Shared Reports permission and want to share the report, click Share With All Users, then select one or more users or groups that will have permission to use this report. If you want all users to use this report, select Share With All Users.  For more information about managing users and groups, see Users and groups.
    4. Click Save.
      Your report is now available in the Report selection list in the Reports page of your default view.:CAP_reports_fig7_default_view_sel.png

      You can also select Reports in the left navigation to view and maintain it:
      CAP_reports_fig3_saved.png 
Video example

The following video shows you how to create and edit shared reports, enabling you and others in your organization to see your cloud usage and cost information.

You must have the Manage Shared Reports permission to do this.

What to do after creating reports

Create insight rules that alert you by email about situations in your cloud that are either costing you money or harming your environment in some other way. For more information, see Insights.

Managing reports

Text

Copying reports

If you want to create a report based on an existing report, you can make a copy.

To copy a report

  1. On the Reports page, click the gear icon (ReportGear_icon.png) next to the report you want to copy, and then select Copy.
    A copy of the report opens in the report editor.
  2. Alter the report as you like, and then click the Save icon (reportsSave_icon.jpg). Be sure to give the report a new name and description.
    For more information about creating reports, see the Creating reports procedure.

Distributing reports in email

You can distribute any report by email to Cloud Cruiser users and groups.

To distribute a report in email

  1. Open the Report Distribution dialog box using one of the following methods:
    • From the Reports list, click the gear icon (ReportGear_icon.png) next to a report and select Toggle Distribution.
    • Open a report, and then click the Email icon ().
  2. Set the Distribution toggle to Active.
  3. In the Distribution Frequency field, select how often to email the report.
  4. Depending on the frequency you selected, use one or more of the On Day, On Hour, and On Minute fields to specify exactly when the report is sent.
  5. In the Time Period field, select the range of data to use in the report.
    This range is relative to the frequency you selected. For example, if you schedule Weekly distribution of the report, and you select a Time Period of Last 30 Days, the first report sent includes 30 days of new data. The next time the report is sent, it includes 23 days of data that was included in the previous report, plus 7 days of new data.
  6. In the Send To field, select one or more users or groups to receive this report.
    The report must also be shared with these users and groups for them to receive its distribution.
    After you select them from the list, they are added to the Shared with Whom? field.
  7. In the Email Subject field, enter a subject line for the email.
  8. In the Email Body field, enter the text to include in the body of the email.
  9. In the Export Format field, select the report file type attached to the email.
  10. When you are done scheduling email distribution for the report, click Save.
    Users will receive the report by email. For example:
    ReportEmail.png
Video example

The following video shows you how to schedule reports for email distribution:

Editing report distribution from the Reports page

If you want to change only the distribution of a report, you can do so directly from th Reports page.

To edit the distribution of a report

  1. On the Reports page, click the gear icon (ReportGear_icon.png) next to the report for which you want to change distriubution, and then select Toggle Distribution.
    The Report Distribution dialog box opens.
  2. Alter the distribution report as you like, and then click Save.
    For more information about distributing reports, see the Distributing reports in email procedure.
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