Use the following steps to create a NetCloud Summary report:
Log into NetCloud Manager.
Select in the left-side navigation panel.
Click the tile on the Insights page.
Click the tile on the Account page.
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 Period – The period the report covers.
Report Format – The output format for the report, either PDF or HTML.
Include Logo – If a logo was added for reports, it is included by default. To remove the logo from the report, uncheck the Include Logo checkbox.
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.
Click to proceed to the Accounts page.
On the Accounts page, select the NetCloud Manager group(s), account, or subaccounts in the account whose endpoints should be included in the report. The default is all groups selected in the account, so all endpoints are included. However, you may choose to limit the endpoints included by selecting a specific group or groups.
Click to proceed to the Recurring page.
On the Recurring page, select the frequency to run the report.
Run Once – Create a saved report that is run manually.
Repeat – Create a scheduled report that runs automatically based on the specified interval and expiration of the report.
Click to proceed to the Sharing page.
Select any of the NetCloud users with whom you wish to share the report.
Click or to proceed to the Summary page.
Review the information entered for the report on the Summary page.
Click to instantly run the report or click to save the report for future use.
Note
Reports created for custom date ranges cannot be saved; they can only be run using the button.