To schedule an export of report or dashboard
If you are scheduling an export of a report or dashboard template, generate the report or dashboard. To schedule export of a saved report or a dashboard, skip to the next step.
See Generate reports.
See Save Cloud Reports.
Click and select with the report/dashboard displayed.
On the dialog box, choose the format. The report type dictates the available export options. Not all export types are available for all report types.
The following lists all potential options:
CSV(.csv). Exports data to a spreadsheet or a database application such as Microsoft Access.
Excel (.xlsx). Similar to the CSV export, this file supports MS Excel-specific features.
XML (.xml). Accesses the web page components.
Note:
XML is not available as an export type for dashboards.
PDF (.pdf). This read-only file lends itself to easy distribution and printing.
Text. A text file of the report/dashboard. This selection provides the option to set a delimiter and use quotes in the exported file.
HTML (.html). Exports this data as a web page, along with supporting files, in a zipped file.
Click . When you schedule a report/dashboard to be exported on a regular basis, you must first configure a number of settings.
Define the schedule. Use the following table to configure a schedule:
Action
Steps
Export
- Primary schedules can be configured and then applied to reports. Modifications to a primary schedule are applied to all reports associated with that schedule.
- Select 5, 15 or 30 minutes.
- Select 1, 2, 3, 4, 6, or 12 hours.
- . Select a specific run time.
:
. Check the day(s) on which the report will run.
. Select a specific run time.
:
. Select the day on which the report will run.
. Select a specific run time.
- Enter a CRON expression to fine tune the export schedule.
Export to the path*
Specify a sub-folder where the output will be saved. This sub-folder is relative to the default folder and it will be created if it does not already exist. If this field is left blank, the report will be saved in the base folder. The default base folder is set to:
Linux: /opt/aptare/export
Windows: C:\opt\aptare\export
For security reasons, the base folder for file exports is configured in the Portal under Admin > Advanced > System Configuration > Portal > Report > Report export path. Exporting to a network share requires that the share is already mounted on the Portal server and also configured in the Portal UI under Admin > Advanced > System Configuration > Portal > Report > Report export path. Note that this default base folder may have been changed by a Portal administrator.
The sub-folder name that you enter is appended to the base folder path and the report is saved with a filename that matches the report name. Invalid characters will be replaced by an underscore.
To create a unique filename that will not be overwritten, use variables: ${month}-${year}-${hour}-${minute}. This will create a file in the base folder with a name similar to: 12-2015-21-1.
To separate the filename from the folder, use double slashes, similar to: myfolder//JobSummary-12-2015-21-1.
FOR ADVANCED USERS: In some cases (for example, Managed Services Partners with hundreds of managed host groups), you may want to export to specific host group or report directories. Rather than configure each of these separately, use the following variables in the path specification to generate an individual report for each instance of the variable:
${hostGroup}
For example: /opt/aptare/export/${hostGroup}/doc
${reportName}
To overwrite/replace files each time the reports are exported, use the variables:
${day}, ${month}, ${year}, ${hour}, ${minute}
where the day, month, year, hour, and minute are represented as 2-digits, such as 02.
Run Status
Select or . This selection enables or disables the schedule for the report or dashboard to be exported.
Generate reports for
Choose one of the following:
- Creates a single report/dashboard based on the report's scope.
- Creates multiple reports/dashboards, based on the list that results from the Expression Builder.
Click OK. If you are scheduling export of a saved report, your configuration is saved. Instead, if you are scheduling export of a report or dashboard template, the Save Template as Report pop-up is displayed.
Enter the report name and select the folder (default /Home/My Reports) where the report instance can be saved.
Use New Folder to save the report instance in a new folder.
Click OK to save the export schedule.
Note:
If the exported report or dashboard contains a generic placeholder chart image, the chart export feature on your system has been disabled. See the Remove "PhantomJS" from NetBackup IT Analytics Portal tech note for further details.