Dashboard Reports

Overview

Observe provides the ability to generate high resolution PDFs of a dashboard, on a schedule of your choosing.

Figure 1 - Example PDF Report

The resulting report PDF file is sent to email addresses that you specify, and is included as an email attachment.

Figure 2 - Example Email

Dashboard Report Permissions

The ability to create Dashboard Reports is granted via the permission Dashboard > Export.

Dashboard reports execute under the user id that the report was created by. For example if user “Carl” creates a dashboard report, the report generation process will execute with Carl’s permissions, and the resulting PDF will contain results that Carl would see when viewing the dashboard directly. This is true even when a report has multiple recipients.

In order to create a dashboard report, the user must also have view access to the dashboard they want to scheduled a report from.

Dashboard Report Behaviors

If your dashboard has input parameters, you can set the report parameters to specific values prior to creating the report job, the resulting PDF will be rendered with those selections. If you do not set any parameter values, the report job will execute and render a PDF with the default values configured for that dashboard. If you need to update the parameters for a specific report, make your changes parameter changes on the dashboard first, and then open the report configuration and click save.

Observe dashboards can contain multiple sections. If your dashboard has sections that are collapsed by default, these sections are removed during report execution time and will not be present in the resulting PDF.

Creating a New Dashboard Report

Create a report from any dashboard by clicking the share button at the top right of your dashboard and selecting Create report.

Figure 3 - Creating Your First Dashboard Report

Set a Schedule & Recipients

The report creation modal provides the following report configuration settings:

• Report Name - This is the name of the reporting job that you can reference later.

• Send report every - This the schedule that determines when and how often the report is sent.

• Dashboard time frame - Select a range of time that will be used in the resulting report. The report time frame can be different from the default time frame displayed on the dashboard.

• Add recipients - Add email recipients to your report, enter their email addresses. You can remove yourself as a recipient by clicking the x next to your email. You can send reports to recipients outside of your organization.

• Customize email - Provide a custom subject and/or message in your report email. These are not required and support plaintext.

• Send test - Clicking this button lets you send an example before saving the schedule.

Figure 4 - Scheduling Your First Dashboard Report

Managing a Scheduled Report

Once you have created your first report, you can modify it by clicking the share button at the top right of your dashboard and selecting Manage reports. This will list all scheduled reports relevant to the current dashboard, and list out key details such as; report name, recipients of the report, frequency of execution, next run time, and last run status, report creator and creation date.

From this modal you can enable and disable the report, send a test report, edit the report configuration or delete the report. You can also troubleshoot report failures as needed, by hovering over the Last run status chip.

A single dashboard can have multiple scheduled reports with different settings, which allows you to customize settings for different users interested in the same dashboard. You can create additional reports by selecting the Create report button.

Figure 5 - Modifying an Existing Dashboard Report

Dashboard Report Lister

A list of all scheduled reports and their status is available by going to the Dashboards area of your tenant, and selecting the Manage reports button in the top right.

Figure 6 - Centralized Report Management

From this page you can manage all dashboard report job instances. The controls and configuration options are the same as those mentioned in Managing a Scheduled Report. Reports where you are the recipient, are indicated via the text (You) in the Recipients column.