Dell InsightIQ 4.3.0.0 User Guide

Create a scheduled Performance report

Create a performance report schedule and specify when InsightIQ publishes PDF reports.

1. Click Performance Reporting > Create a New Performance Report.

   The Create a New Performance Report page appears.

2. Specify a template for the report schedule.

   Option	Description
   Create a report schedule from a template based on the default settings.	Click Create from Blank Report.
   Create a report schedule from a template based on a user-created Performance report.	In the Saved Reports area, click the name of a report.
   Create a report schedule from a template based on one of the standard reports included with InsightIQ.	In the Standard Reports area, click the name of a report.

   The Create a New Performance Report page reloads and displays report configuration options.

3. In the Build Your New Performance Report area, in the Performance Report Name field, type a name for the report schedule.
4. Select the Scheduled Performance Report checkbox.

   If you want to also create a live performance report that has the same properties as this static performance report schedule, select both the Scheduled Performance Report and Live Performance Reporting checkboxes.

   Additional scheduling options appear.

5. Under Configure Your Scheduled Report, from the Subject of Report list, select the cluster that you want to apply this report to.
6. From the Reporting Period list, select the length of time that you want each report to cover.

   For example, if you select 24 Hours, and a report is generated at 10:00 AM on January 10, 2017, the report includes data that is collected from 10:00 AM on January 9, 2017 through 10:00 AM on January 10, 2017.

7. Beneath Schedule and Delivery, from the Report Frequency list, specify how often you want this report to be generated.

   Option	Description
   Generate one or more reports every day	Select Hourly, specify the number of hours to elapse before the next report is generated, and specify the time when each report is generated for the first time each day. For example, if you configure InsightIQ to generate a report every 7 hours starting at 1:30 PM, the report is generated daily at 1:30 PM and 8:30 PM.
   Generate no more than one report per day. Optionally, suspend report generation for a number of days.	Select Daily, specify the number of days that elapse before the next report is generated, and specify the time of day when the report is generated.
   Generate no more than one report per day. Optionally, suspend report generation for a number of weeks.	Select Weekly, specify the number of weeks that elapse before the next report is generated, and specify one or more days of the week and the time of day when the report is generated.
   Generate no more than one report per month	Select Monthly, specify the number of months that elapse before the next report is generated, and specify the day of the month on which the report is generated. Reports are always generated at 11:59 PM on the specified day.

8. If you want to send reports that are generated from this schedule to one or more email addresses, specify the addresses.
   1. Select the Email this report as a PDF attachment each time it is generated checkbox.
   2. Type one or more email addresses in the Report Recipients box.

      Separate each address with a comma, a space, or a semi-colon. You can specify up to 10 email addresses.

9. In the Insert the Data You Want to See area, specify the modules that you want to view in the report.

   Option	Description
   Add module	If all existing module areas are assigned, click Add another performance module. NOTE: Unassigned modules contain a Select a Module for this Position list. In an unassigned module area, from the Select a Module for this Position list, select a module.
   Modify a module	In an assigned module area, from the module list, select a different module.

   Repeat this step for each module that you want to include.

10. If you want to apply a breakout to a module, in a module area, in the Display Options area, click the name of the breakout that you want to apply.

    Repeat this step for each module that you want to apply a breakout to.

11. Save the report schedule.

    • To save the report but want to continue modifying it, click Save.

    • To save the report and complete the configuration process, click Finish.