Advanced Reporting

Advanced Reporting Toolset

OmniCenter’s advanced reporting feature is a step up from the custom reports feature. It allows users with the Power User access level and above to create report templates. These templates allow you to quickly create multiple versions of the same report for different device groups, interfaces and time frames, without the need to build entire multiple custom reports for each variant you need.

Like other OmniCenter reports, advanced reports can be configured to run on a repeating schedule and email the resulting reports as PDF files.

Reports created with the advanced reporting toolset (called saved reports) are not compatible with custom reports, and custom reports cannot be used in advanced report templates.

To access the advanced reporting tools and reports, go to the main menu and select Reports > Advanced.

The Advanced Reporting page, showing a variety of report templates and saved reports.

Report Templates

To create an advanced report, you must first create a report template. To this template you will add report widgets that determine the contents of a saved report.

To create a report template, click Create Report Template in the Report Templates section. In the dialog that appears, give your template a name and a description, and click Create Template. Your new report template appears in the Report Templates table. If you need to change the name or description of your report template click its edit icon in the column on the right (see table below).

To add report widgets to your report template and configure its email options, click its configure icon in the column on the right (see table below).

In the Email Format section, you may optionally configure additional text content for the email that will contain the report. Text added in this section will be appended to the respective contents of the report email.

In the Add Widget section, you may add report widgets to the report template by dragging and dropping widgets from the panel on the left into the area defined by the dotted line on the right.

Some of the widgets available are device- or interface-specific. These will be indicated by the icon to the right of the widget name. These widgets can only be used by themselves in a report template. Once added, no other widgets will be available for that template. Conversely, once any generic widget has been added to a template, device and interface-specific widgets will no longer be available.

Generic widgets can be added to a template multiple times and configured to show data from different sources for comparison. These are also indicated by an icon to the right of the widget name. You may add as many of these widgets to a report template as you wish.

A widget with no icon to the right of its name indicates that the widget can only be added to a template once. These can be freely mixed with other widgets, but no additional widgets of that same type may be added. These types of widgets typically show global data of some kind, so it would be pointless to add more than one of each type.

After adding widgets to your template, click Save to activate their configuration options.

Each widget becomes a section in the final report, and the widget’s name becomes the name of the section. To change the name of a widget after adding it to your template, click the edit icon next to its name. Remember to save when finished.

Report Template Buttons

Button Description
Edit. Change the name and description of this report template.
Build. Configure email format and add and configure report widgets.
Delete. Remove this report template from OmniCenter. All configuration will be lost.

Saved Reports

Once you have an available report template you may begin creating saved reports. These are the actual reports that will be run on your set schedule and emailed to your chosen recipients.

To create a saved report, click Add Saved Report in the Saved Reports area. In the dialog that appears:

  1. Enter a name for your report.
  2. Select the report template that this report should use.
  3. Select the group type that contains the devices to be reported on.
  4. Select the specific group that contains the devices to be reported on.
  5. Optionally, select a specific interface name/description or tag to be reported on and enter its value.
  6. Select the time frame for the report.
  7. Click Save Report.

You report can now be manually run using the run button (see table below) and emailed using the email button.

Saved Report Buttons

Button Description
Edit. Change any of the options selected while creating the saved report.
Run. Open the run report dialog to immediately run the saved report and view the results in a new browser tab.
Email. Open the run report and email dialog to immediately run the saved report and email it to the specified recipients.
Delete. Remove this saved report from OmniCenter. All configuration will be lost, including any configured schedules.

Scheduling a Saved Report

If you would like your saved report to be run and emailed to specific recipients regularly, you may add schedules to it. You may add as many separate schedules to a report as desired.

To add a schedule to a saved report, follow these steps.

  1. Click the numerical indicator in the report’s Enabled Schedules column.
  2. In the dialog that appears, click Add Schedule.
  3. In the dialog that appears:
    1. Enter the email addresses of the recipients to receive the report, separated by commas.
    2. Select the frequency with which the report will be run. The available options are:
      • Daily – Midnight
      • Daily – Noon
      • Weekly
      • Monthly
    3. Select the time frame for which to run the report. All standard quick times are available. Select Default to use the time frame configured in the saved report.
    4. Set the switch at the top of the dialog to Enabled or Disabled. If left on the Disabled setting, the schedule will be added to the report, but will not run.
    5. Click Set Schedule.

Your saved report will now be run and emailed according to its configured schedules.

If you need to add additional schedules, you may continue to do so by clicking Add Schedule. Otherwise, close the schedules dialog to finish.

If you ever need to pause a schedule, individual schedules may be disabled without being deleted to prevent them from running until you re-enable them.

To disable/enable a schedule, follow these steps:

  1. Click the numerical indicator in the report’s Enabled Schedules column.
  2. Click the edit button for the schedule you wish to alter.
  3. Set the enable/disable switch to the desired setting.
  4. Click Update Schedule.
  5. Close the schedules dialog.
Updated on May 20, 2020

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