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Documentation - HPE Consumption Analytics

Managing reports

If you have the necessary permissions, you can edit reports, copy existing reports to create new ones,  distribute reports via email, and/or edit report distribution.

You cannot edit delivered reports (identified by the lock icon at left in the Reports page), but you can copy them to create your own.

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.

Editing reports

To edit an existing user report (identified by the user icon at left in the Reports page), follow these instructions.

To edit a report

  1. On the Reports page, click the ellipsis icon next to the report you want to copy,.
  2. Select Edit..
    The report opens in the report editor:
    CAP_reports_edit_main.png

  3. Edit the report as needed, following the procedure shown in Creating reports, then save it.

Copying reports

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

To copy a report

  1. On the Reports page, click the ellipsis icon next to the report you want to copy,.
  2. Select Copy.
    A copy of the report opens in the report editor (it will have 'Copy' appended to the report name at upper left).
  3. Edit the report as needed, following the procedure shown in Creating reports, then save it.

Be sure to give the new report a new name and description.

Distributing reports in email

You can distribute any report by email to HPE Consumption Analytics Portal users and groups.

To distribute a report in email

  1. Open the Report Distribution dialog box from the Reports page using one of the following methods:
    • Click the gear icon next to a report and select Toggle Distribution.
    • Open one of the reports in the list, and then click the Email icon.
  2. Set the Distribution toggle to Active if distribution isn't already active.
  3. In the Distribution Frequency field, select how often to email the report.
  4. Depending on the frequency you selected, edit the On Day and/or On Hour fields to specify exactly when the report is sent.
    CAP_reports_edit_dist.png

  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 the previous 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 Export Format field, select the report file type attached to the email.
  7. 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.

     

  8. In the Email Subject field, enter a subject line for the email.
  9. In the Email Body field, enter the text to include in the body of the email.
  10. Click Save.
    The users you specified will receive the report by email.

Editing report distribution

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

To edit the distribution of a report

  1. On the Reports page, click the gear icon next to the report for which you want to change distriubution, and then select Toggle Distribution.
    The Report Distribution dialog box opens.
  2. Edit the distribution as needed, following the procedure under Distributing reports in email above.
  3. Click Save.