--- title: "Analytics Reports" slug: "analytics-reports" tags: ["Insight", "InsightAI", "Analytics"] updated: 2026-10-04T11:42:07Z published: 2026-10-04T11:42:07Z canonical: "kb.ctera.com/analytics-reports" --- > ## Documentation Index > Fetch the complete documentation index at: https://kb.ctera.com/llms.txt > Use this file to discover all available pages before exploring further. # Analytics Reports CTERA InsightAI includes a number of off-the-shelf reports. ![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-8W9Y1HWX.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A07%3A24Z&se=2026-11-11T05%3A07%3A24Z&sr=c&sp=r&sig=OD4rYyGkqahI3aTB%2BkNMaSw6dUKMl%2FIk4kBhtcnI3x4%3D) 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. ![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-8W9Y1HWX.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A07%3A24Z&se=2026-11-11T05%3A07%3A24Z&sr=c&sp=r&sig=OD4rYyGkqahI3aTB%2BkNMaSw6dUKMl%2FIk4kBhtcnI3x4%3D) 2. Either click **Ask Insight** or **New Template**. | Ask Insight | New Template | | --- | --- | | ![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-YY6YC3GT.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A07%3A24Z&se=2026-11-11T05%3A07%3A24Z&sr=c&sp=r&sig=OD4rYyGkqahI3aTB%2BkNMaSw6dUKMl%2FIk4kBhtcnI3x4%3D) | ![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-IXDL9UHI.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A07%3A24Z&se=2026-11-11T05%3A07%3A24Z&sr=c&sp=r&sig=OD4rYyGkqahI3aTB%2BkNMaSw6dUKMl%2FIk4kBhtcnI3x4%3D) | **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 | | --- | --- | | ![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-8QJDYUP7.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A07%3A24Z&se=2026-11-11T05%3A07%3A24Z&sr=c&sp=r&sig=OD4rYyGkqahI3aTB%2BkNMaSw6dUKMl%2FIk4kBhtcnI3x4%3D) | ![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-MX3MB464.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A07%3A24Z&se=2026-11-11T05%3A07%3A24Z&sr=c&sp=r&sig=OD4rYyGkqahI3aTB%2BkNMaSw6dUKMl%2FIk4kBhtcnI3x4%3D) | **Note** When the report outline was generated by **Ask Insight** directly, click ![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-PIC3OMWD.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A07%3A24Z&se=2026-11-11T05%3A07%3A24Z&sr=c&sp=r&sig=OD4rYyGkqahI3aTB%2BkNMaSw6dUKMl%2FIk4kBhtcnI3x4%3D) to either start a new chat or generate the report. ![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-96BGMSBQ.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A07%3A24Z&se=2026-11-11T05%3A07%3A24Z&sr=c&sp=r&sig=OD4rYyGkqahI3aTB%2BkNMaSw6dUKMl%2FIk4kBhtcnI3x4%3D) The generated report template might not be identical to the report template generated using the **New Template** option. | Ask Insight | New Template | | --- | --- | | ![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-AQ8CEHUA.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A07%3A24Z&se=2026-11-11T05%3A07%3A24Z&sr=c&sp=r&sig=OD4rYyGkqahI3aTB%2BkNMaSw6dUKMl%2FIk4kBhtcnI3x4%3D) | ![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-NKOAAD1W.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A07%3A24Z&se=2026-11-11T05%3A07%3A24Z&sr=c&sp=r&sig=OD4rYyGkqahI3aTB%2BkNMaSw6dUKMl%2FIk4kBhtcnI3x4%3D) | 5. Click **Manual Edit** tailor the report to your requirements. ![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-H8AB68R2.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A07%3A24Z&se=2026-11-11T05%3A07%3A24Z&sr=c&sp=r&sig=OD4rYyGkqahI3aTB%2BkNMaSw6dUKMl%2FIk4kBhtcnI3x4%3D) 1. Click ![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-GOGXXFLB.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A07%3A24Z&se=2026-11-11T05%3A07%3A24Z&sr=c&sp=r&sig=OD4rYyGkqahI3aTB%2BkNMaSw6dUKMl%2FIk4kBhtcnI3x4%3D) to edit, delete or reorder a section. ![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-N05H39V9.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A07%3A24Z&se=2026-11-11T05%3A07%3A24Z&sr=c&sp=r&sig=OD4rYyGkqahI3aTB%2BkNMaSw6dUKMl%2FIk4kBhtcnI3x4%3D) Or, click ![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-5UK5HIZX.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A07%3A24Z&se=2026-11-11T05%3A07%3A24Z&sr=c&sp=r&sig=OD4rYyGkqahI3aTB%2BkNMaSw6dUKMl%2FIk4kBhtcnI3x4%3D) to edit the section: ![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-MJMH7LWB.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A07%3A24Z&se=2026-11-11T05%3A07%3A24Z&sr=c&sp=r&sig=OD4rYyGkqahI3aTB%2BkNMaSw6dUKMl%2FIk4kBhtcnI3x4%3D) 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. ![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-8C2HVDH0.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A07%3A24Z&se=2026-11-11T05%3A07%3A24Z&sr=c&sp=r&sig=OD4rYyGkqahI3aTB%2BkNMaSw6dUKMl%2FIk4kBhtcnI3x4%3D) 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. ![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-3EA7VKV1.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A07%3A24Z&se=2026-11-11T05%3A07%3A24Z&sr=c&sp=r&sig=OD4rYyGkqahI3aTB%2BkNMaSw6dUKMl%2FIk4kBhtcnI3x4%3D) The new template is added to the **Reports** page. ![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-KF032GWK.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A07%3A24Z&se=2026-11-11T05%3A07%3A24Z&sr=c&sp=r&sig=OD4rYyGkqahI3aTB%2BkNMaSw6dUKMl%2FIk4kBhtcnI3x4%3D) ## Running a Report 1. Click **Reports** in the navigation pane. The **Reports** page is displayed. ![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-8W9Y1HWX.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A07%3A24Z&se=2026-11-11T05%3A07%3A24Z&sr=c&sp=r&sig=OD4rYyGkqahI3aTB%2BkNMaSw6dUKMl%2FIk4kBhtcnI3x4%3D) 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. ![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-8QEW6IZL.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A07%3A24Z&se=2026-11-11T05%3A07%3A24Z&sr=c&sp=r&sig=OD4rYyGkqahI3aTB%2BkNMaSw6dUKMl%2FIk4kBhtcnI3x4%3D) 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. ![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-804Z81T4.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A07%3A24Z&se=2026-11-11T05%3A07%3A24Z&sr=c&sp=r&sig=OD4rYyGkqahI3aTB%2BkNMaSw6dUKMl%2FIk4kBhtcnI3x4%3D) **Note** If no reports are in progress the **In Progress** tab is empty. 4. Click ![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-GOGXXFLB.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A07%3A24Z&se=2026-11-11T05%3A07%3A24Z&sr=c&sp=r&sig=OD4rYyGkqahI3aTB%2BkNMaSw6dUKMl%2FIk4kBhtcnI3x4%3D) 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. ![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-8W9Y1HWX.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A07%3A24Z&se=2026-11-11T05%3A07%3A24Z&sr=c&sp=r&sig=OD4rYyGkqahI3aTB%2BkNMaSw6dUKMl%2FIk4kBhtcnI3x4%3D) 2. To schedule when a report will run, click **Schedule**. ![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-0V24DGA8.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A07%3A24Z&se=2026-11-11T05%3A07%3A24Z&sr=c&sp=r&sig=OD4rYyGkqahI3aTB%2BkNMaSw6dUKMl%2FIk4kBhtcnI3x4%3D) 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. ![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-NUQWLS4V.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A07%3A24Z&se=2026-11-11T05%3A07%3A24Z&sr=c&sp=r&sig=OD4rYyGkqahI3aTB%2BkNMaSw6dUKMl%2FIk4kBhtcnI3x4%3D) 3. Click ![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-GOGXXFLB.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A07%3A24Z&se=2026-11-11T05%3A07%3A24Z&sr=c&sp=r&sig=OD4rYyGkqahI3aTB%2BkNMaSw6dUKMl%2FIk4kBhtcnI3x4%3D) 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.