Creating a Subscription Details Report - Creating-an-Insights-Subscription-Licensing-Report/Creating-a-Subscription-Details-Report

Creating an Insights Subscription/Licensing Report
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en-US
ft:sourceName
Paligo_Prod

The Subscription Details report provides a breakdown of the account's subscriptions information for devices and renewals in CSV format.

Use the following steps to create a Subscription Details report:

  1. Log into NetCloud Manager.

  2. Select Insights in the left-side navigation panel.

  3. Click the Subscription/Licensing card on the Insights page.

  4. Click the Subscription Details card on the Subscription/Licensing page.

  5. Complete the following fields on the Details page form:

    • Report Name – A name for the report displayed in the list of reports on the Insights page.

    • Description – Use this field to add a description of the report.

    • Report Format – The output format for the report. CSV is the only format currently supported for Subscription Details reports.

    • Include Logo – If you have added a logo for your reports, it is included by default. To remove the logo from your report, uncheck the Include Logo checkbox. See Assigning a Logo and Partner Contact Information for information on adding a logo.Assigning a Logo and Partner Contact Information

    • Include Contact URL – If you have added a partner contact URL for your reports, click the Include Contact URL checkbox.

    • Include Contact Email – If you have added a partner contact email address for your reports, click the Include Contact Email checkbox.

  6. Click Next to proceed to the Options page.

  7. On the Options page, select which status type(s) to include and the time frame in which to search for the specified status type(s).

  8. Click Next to proceed to the Recurring page.

  9. On the Recurring page, select the frequency to run the report:

    • Select Run Once to create a Saved Report that is run manually.

    • Select Repeat to create a Scheduled Report. This type of report runs automatically based on the specified interval and expiration of the report.

  10. Click Next to proceed to the Sharing page.

  11. Select any of the NetCloud Users with whom you wish to share the report.

  12. Click Next or Review to proceed to the Summary page.

  13. Review the report settings on the Summary page.

  14. Click the Run Once button to instantly run the report, or click the Save button to save the report template for future use.

    Note

    Reports created for custom date ranges cannot be saved; they can only be run using the Run Once button.