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.
   

5. Click Manual Edit tailor the report to your requirements.
   
   1. Click Add Section to add a section to the report.
      
   2. Entere 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.
   3. Delete or reorder the sections.
      
   4. Edit the section:
      1. Edit the title.
      2. Edit the type: text, chart, table, or list. 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
6. Click Save 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 the 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 the In Progress tab.
3. click the In Progress tab.
   
   Note

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