Run Reports in BeyondInsight

Using Edge, Firefox, or Chrome browsers, you can view all reports from the Analytics & Reporting page in BeyondInsight. Set your browser's pop-up blocker to allow pop-ups from your BeyondInsight management console.

To run a report in BeyondInsight, take the following steps:

A drill-through action that opens a new report is limited to 10,000 rows of data by design.

  1. From the left menu, click Menu > Analytics & Reporting.
  2. From the All Reports pane, expand the report folders to locate your desired report, or search for a report using title or description keywords.
  3. Click the report to open it.

Configure Report Parareters in BeyondInsight.

  1. From the Configure Report pane, select report parameters, and then click View Report.

 

Image highlighting icons for tool bar buttons within a BeyondInsight report.

While viewing the report, you can save it as a view, add a subscription to it, and download it to a file by clicking the buttons at the top of the report.

 

Saved Views and report subscriptions are available only in BeyondInsight on-premises deployments. Report subscriptions are planned for a future release of BeyondInsight Cloud.

For more information on report subscriptions, please see Manage Report Subscriptions in BeyondInsight.

Save a Report View in BeyondInsight On-Premises

For reports you generate frequently using the same parameters, in a BeyondInsight on-premises deployment, you can save time by creating a saved view. A saved view loads the report automatically using saved parameters. Create a saved view as follows:

  1. Select a report to open it.
  2. Select the report parameters.

Click the Save View button

  1. Click the Save View button at the top of the report.

 

  1. Enter a name and description for the report view, select an Organization from the list, and then click Save Report View. The name must be unique.
  2. You can now access the saved view from the Configure Report > Saved Views pane, or from the All Reports > Saved Report Views folder.

Save a Report Snapshot in BeyondInsight On-Premises

When generating a report from a saved view, you can save the report data in a snapshot. A snapshot is a capture of the saved report and results as they were at the time the snapshot was created. Time and date information is displayed with the snapshot.

  1. Open a saved report view.

Save Snaphot from a Saved Report View in BeyondInsight

  1. Once the report displays, click the Save Snapshot button (camera icon) at the top of the report.
  2. You can view snapshots from the Saved View > Snapshots panel.