Introduction to OI Reports¶

The flexible and robust features in OI Reports allow you to:

• Create reports based on your data sources
• Specify filters and date/time parameters to focus report data
• Create joined datasets when the same kind of data has different labels in different data sources
• Achieve a high degree of granularity through advanced features like adding a "where" clause to a join, or entering a SQL expression to focus report data
• Set a schedule for running reports automatically
• Share reports with users and user groups in your organization
• Visualize reports in an OI Dashboard or Visual Explorer
• Reuse your data by designing different views in Visual Explorer that display report data the way you want and add them to dashboards.

The OI Reports User Interface (UI)¶

This section describes the functionality and features of the Reports page.

Here is an example of the Reports page:

Feature Display in OI Reports¶

Features display in OI Reports according to user roles and permissions, which are assigned by your organization's Operations Insight administrator; if features or functionality you expect to see do not display, please reach out to your organization's administrator.

Reports Table¶

The Reports table lists all the reports you create or those shared with you.

Search for a Report¶

Use the search filter at the top of the table to scroll to a specific report.

Report Types¶

Report type is based on the OI application a report creator selects for visualizing the report in save report dialog. The two report types are:

• OI Dashboard
• Visual Explorer (VE)

Viewing Specific Report Types¶

The type selector at the top of the table lets you switch between viewing:

• All (default setting)
• OI Dashboard
• Visual Explorer

Report Status¶

Badges appear for each report to show its status. Color coding of yellow, green, and red indicate the status of a report: as follows:

Success- green: the most recent report run was successful.

Pending- yellow: a newly-created report is processing.

In Progress- yellow: a scheduled report run is executing.

Failed- red: either a newly created report failed to run correctly, or a scheduled report failed to run correctly when last executed.

Overview and Details Panel¶

The panel on the right side of the table alternates between showing summary info and details depending on whether or not you select a report.

Overview¶

Overview displays summary information about your reports, such as the number of scheduled and unscheduled reports, and number of report issues, if any.

Details¶

When you select a report in the table, the view changes to show details about the report. The features of the Details panel are discussed in the Actions You can Take with OI Reports topic in this Help.

Quick Analysis Reports¶

The Quick Analysis Reports feature lets you run a quick report based on one of the reports in the table. Depending on your role and the settings of the report, additional information and functionality displays when you select a report in the table.

Depending on your role, additional information and fields display for running a quick analysis report. For example, you may see a list of recently executed report versions, or data source attributes and values that you can customize.

For more information, please see the Quick Analysis Reports topic in this Help.