Report Builder
Introduction
The Report Builder module within vuSmartMaps™ offers comprehensive capabilities for administrators to create and manage various reports, including long-term data storage reports. Users can conveniently access and manipulate report details such as name, status, schedule, and creation/modification time, and perform actions like editing, deleting, or generating reports directly from this interface.
Accessing Reports
To access Reports:
- Login to vuSmartMaps.
- Navigate to the "Reports" tab from the left navigation menu.
- For configuring the reports, navigate to Left navigation menu > Configure Observability > Report Builder.
Report Builder under Configure Observability is used to edit and create reports.
On clicking Reports Builder under Configure Observability, you will be redirected to the following page.
It lists all reports created by admins, allowing the admin users to create various reports like long-term data storage reports. Users can view report details such as name, status, schedule, and creation/modification time, and perform actions like editing, deleting, or generating reports directly from this interface.
Following are the steps outlined to create a report in the Report Builder
- Click + Create New Report in the “Report Builder” tab.
- Follow these steps:
- Enter basic details (report name, description).
- Manage the report contents by choosing a Dashboard, Data Source, or Data model.
- Configure format, email, and schedule.
- Click Save to create the report.
- Additionally, manage your reports with features to view, edit, delete, manage permissions, generate, duplicate, or update them.
For more information, please refer to the Creating and Managing reports page
FAQs
Can I generate reports from specific sources?
Yes, reports can be generated from specific sources, including dashboards, data models, and data sources such as Elasticsearch and PSQL. Select the appropriate source during report creation.
How do I manage permissions to control access to reports across different user roles?
With Object-level Permissions under Report Builder, an admin can grant view and modify permissions based on the user role.
Refer to: Permissions Section
As an administrator, how can I automate the generation of reports to streamline operations?
With vuSmartMaps, administrators can easily schedule reports through the Report Builder. This ensures timely delivery of critical insights without manual intervention, freeing up valuable time for other tasks.
Can I configure report schedules to align with specific business needs or compliance requirements?
Absolutely! Administrators have full control over scheduling frequencies, allowing them to align reports with business cycles, compliance deadlines, or other operational requirements effortlessly.
How can I ensure my reports are delivered to the right stakeholders promptly?
vuSmartMaps offers convenient delivery options, including email distribution. As a business analyst, you can configure distribution channels during report generation to ensure reports reach the right stakeholders promptly, facilitating informed decision-making.
Is there a way to set up alerts if a report generation fails or if data anomalies are detected?
No, there is currently no built-in feature to set up alerts for report generation failures or data anomalies. You will need to manually monitor the reports and check the tracking information under the Generated Reports tab for any issues.
Can I merge multiple reports into a single document or dashboard?
Currently, the Reports Module does not support merging multiple reports directly. However, you can download individual reports and combine them manually using document editing software.
How do I restore a deleted report or retrieve its data if it was removed accidentally?
If a report is deleted, it cannot be restored or retrieved. You will need to recreate the report from the beginning using the original data sources and configurations.
Can I receive notifications about the status of report generation via other channels besides email, such as SMS or Slack?
No, currently, notifications about the status of report generation are only available via email. Other channels, such as SMS or Slack, are not yet supported for these notifications.
Can I share reports with users outside of my organization?
Yes, you can share reports with users outside of your organization. To do this, generate the report and use the Configure Distribution Channels option to add external email addresses.
Ensure that sensitive data is handled appropriately when sharing reports externally.
