Analytics Reports

CTERA InsightAI includes a number of off-the-shelf reports.

You use Ask Insight to create report templates and run reports that provide the information you want.

To create a report template:

1. Click Reports in the navigation pane.
   The Reports page is displayed.
   
2. Either click Ask Insight or New Template.

   Ask Insight	New Template

   Ask Insight includes number of default report options.
3. Either select one of the Ask Insight suggestions, or start a new chat with your requirements.
4. A report outline is generated or the actual report is generated.

   Ask Insight	New Template

   Note

   When the report outline was generated by Ask Insight directly, click to either start a new chat or generate the report.
   
   The generated report template might not be identical to the report template generated using the New Template option.

   Ask Insight	New Template

5. Click Manual Edit tailor the report to your requirements.
   
   1. Click to edit, delete or reorder a section.
      
      Or, click to edit the section:
      
      1. Edit the title.
      2. Edit the type: text, chart, table, query table, list, or KPIs. When the type is a chart, specify the chart type.
      3. Edit the prompt. For example, when number of lines in the Executive Summary is 3-5 sentences, you can change this range so that the summary is more or less verbode. is part of the prompt, you
   2. Click Add Section to add a section to the report.
      
   3. Enter a title for the section and then choose the type of section, text, chart, table, or list, and finally, in the Prompt text box describe the content for the new section. When the type is a chart, specify the chart type.
6. Click Save Template.
   You can either save the template or save it and generate a report using this template.
   

The new template is added to the Reports page.

Running a Report

1. Click Reports in the navigation pane.
   The Reports page is displayed.
   
2. To run a report, click Run Now for the report to run.

To see manage status of reports that have run or are running:

1. Click Reports in the navigation pane.
   The Reports page is displayed.
2. Click Reports.
   The history of the reports that have run is displayed.
   
   If reports are running, the number running is displayed next to Reports and in the In Progress tab.
3. To monitor a report that is running, click the In Progress tab.
   
   Note

   If no reports are in progress the In Progress tab is empty.

4. Click under Actions for a report to view the report or download the report either as a PDF or CSV file, or to delete that report.

Scheduling a Report

1. Click Reports in the navigation pane.
   The Reports page is displayed.
   
2. To schedule when a report will run, click Schedule.
   
3. Give the schedule a name and when it should run:
   1. How often it will run: Daily, Weekly, or Monthly.
   2. The day of the week it will run when the frequency is Weekly or the day of the month if the frequency is Monthly.
   3. The time it will run.
4. Click Create Schedule.

The report schedule is created.

To manage the list of scheduled reports:

1. Click Reports in the navigation pane.
   The Reports page is displayed.
2. Click Scheduler.
   The list of scheduled reports is displayed.
   
3. Click under Actions for a report to edit the schedule, delete the report schedule or pause the schedule for that report, for example, when you do not want to run it for a specific period, but still want to keep the schedule.