Reporting module guide

The reporting module is currently a beta version so expect a few glitches. These will be corrected as soon as they are found in parallel with new report items are added. The quicker you revert to us with feedback, the quicker we will have a top-notch module. We also have a long list of feature requests, as allow reporting of other objects than Clients, send reports straight from Zimonitor and offer automatically sent out reports.

 

Create template

First you have to create a template from the reporting menu in the header.

Fill in a name for the report and configure the naming convention of the reports by using the Replacement patterns, and Save.

Then continue to configure the report by the tabs in the top of the form.

 

Configuration

In the configuration view you add and remove report items, like an Introduction text, Client success rate summary or Distribution of status codes.

The first report item has two options, Static or Dynamic text. When doing the loop of reports you will either be able to change the text or not, depending on these options.

Save your configuration and move on to Objects tab in the top of the form.

 

Objects

Objects are the ones you can create a report about, like Groups, Clients and backup users. But for now in this beta version only Clients are available. Search among your Objects by using the Filters menu in the sidebar.

Select Objects and Save them to the report template. If you want to add more Objects just search again, select and Save.

 

Access

Since Zimonitor allow your instance to have other business partners accessing the system, the report template has to be limited by the same rules. Default the template is not available for others than the system admin. The best way is to create separated templates per business group, meaning one for your business and one for your business partners.
In the Access tab you add limitations to the report template by granting access to Group or Client objects. Start typing the name of the Group or Client you want to have access to the template.

A partner admin can create own templates and make them available among their Groups and Clients.

 

View of templates

Now the template is created and you will find all your templates from the Reporting menu in the header.

 

 

Report creation loop

Now when the template is configured a Reporting tab is visible in the top of the form when you are inside a template and you can start a reporting loop.

 

Start reporting

In the first form you will have to select the reporting time period. The system sets it to the previous month but lists all other found time periods for the selected objects. So if no data has been stored yet for a newly added object you have to wait until the system have aggregated data, normally within 24 hours.

 

Select objects

This view allows you to actually de-select objects rather than selecting new ones.

A de-selected object will only be ignored in this reporting loop, it will remain in the template and show up next loop.

 

Report preview

The report preview allows you to see the actual data of the report and if selected Dynamic text for the Introduction reporting item, you will be able to change the text here. You are also able to de-select reporting items of your choice if they for some reason are not appropriate.

You can also Skip to create a report and get back later to the loop.

 

Reporting loop

A reporting loop in the system is just a way to help you keep track of what reports have been created.

You can list the reports created in the loop and you can delete a loop in this view. Deleting a loop will not delete the reports nor the template, only the data stored during the reporting loop will be deleted.

 

Continue reporting

If you have interrupted the reporting loop and get back to the template and the Reporting tab, you will be asked if you want to Continue or End the loop. If you continue you will end up after the last created report in the loop. If you choose to end the loop you can just start over again with a new loop.

 

Report overwrite

From one template one object can only have one report per time period and interval. Meaning the Client Zimondo can only have one report for September 2015 of the type monthly from the template Monthly reporting. If you create a report again with the same setup the older report will be overwritten without any asking for permission.

 

 

The report

The report is stored protected on the server. It’s only available if you logged in and have access to its Object (Client)

 

Report view

On each reporting Object (Client) there is a Reporting tab in the top of the view. In this view you can either create a new report for the Object or disconnect it from a template and also view all reports created for the Object.

 

Report - Download or View

The reports can either be downloaded or viewed in the browser by the two links provided.

The report can look like this.

 

 

PDF version Upgrade September 20, 2015.pdf