Reports
Generate Reports
- Navigate to Reports > Reports page. The Report page is displayed.
- Select the report you want to generate from the report name drop-down list. You
can specify the following report options:
Field Name Description Date Range Select one of the following: - Month: Generates reports for a specific month of the year.
- Year: Generates reports for a specific year.
- Date: Click the Calendar icon to select the start and end dates.
- Click Show Results. The report is displayed in the selected format.
If you generate a report and open the csv file in Internet Explorer, company information such as Company Name or Service Name that has a comma in the name is treated as a column delimiter and the report columns will be created incorrectly.
List of Available Reports
The following reports are available:
- Order Summary
- Saved Orders due for Service Activation
- Order History
- Role History
- User Service Access Report
- Console Login Report
- Order Service Subscriptions (Increase/Decrease Quantities)
- Services Provisioning
Custom Reports
You can create custom reports using the available datamarts. Custom reports use the queries to extract data from the data marts to render to the report datamart. The supported datamarts are listed below:
Daily Consumption Detail Report
For example, you can generate a report that contains account (linked) wide usage for service offers for each day. You can evaluate cost trends of various departments using tags. You can also calculate how much the organization has spent for each vendor’s services. These are just few examples. The benefits that the daily consumption reporting data can do is tremendous. It pretty much encompasses every detail regarding the service offer transactions with a focus on daily consumption.
Order Information Report
Create Custom Report
- Navigate to Reports > Customer Reports page. The Custom Report List page is displayed.
- On the Custom Report List age, click the Add Custom Report icon, the Add Customer Report page is displayed.
- On the Add Custom Report page, enter the field information as described
in the table below:
Field Name Description Custom Report Name Type a unique name for your custom report. Custom Report Description Type short description for your custom report. Choose Data Mart Select the data mart from the drop-down list. Choose Column Select the type of fields that you want to have in your report. The same will be displayed under selected column list. - Click Save Report Template, to save as report template.
OR
- Click Generate Reports, based on your selection the report will be generated.
Generate Custom Reports
- Navigate to Reports > Customer Reports page. The Custom Report List page is displayed.
- On the Custom Report List page, find the report you want to generate and
click the Run link from the Actions column. You can specify
the following report options:
Field Name Description Date Range Select one of the following: - Month: Generate reports for a specific month in the current year.
- Year: Generate reports for a specific year.
- Custom: Click the Calendar icon to select the start and end dates. To generate reports for a specific date range.
Show Report Result Select either HTML or CSV as your output option. - The report is displayed in the selected format.
To re-organize the layout, or use the report information in another application, click Export to CSV. When prompted, save the file on your computer.
- If you generate a report and open the .csv file in Internet Explorer, company information such as Company Name or Service Name that has a comma in the name is treated as a column delimiter and the report columns will be created improperly.
- To avoid this problem, do not open the file in Internet Explorer. Save the file outside the browser, open Excel and review you report data.
Offline Report
Download Requested Report
- Navigate to Reports > Offline Reports page. The Requested Reports List page is displayed.
- On the Reported Reports List page, you can download the requested reports.
- Click the Download Report icon, the report will be downloaded in .csv format.