You can create reports in Iris according to the needs of your customers.


This blank Generate Report template is where you start.



REPORT SETTINGS

Report Name: The name you want to save this report under.
List report in view: This customer field sets the permission level of who can view this report.
If you leave this field blank, then all ADMIN level users will be able to see this report. However, you could also assign this report to a specific customer so that users within that organisation can access it. Start typing a few letters of the group and a list of matches will appear in a drop-down list. Take care NOT to assign a report to another customer as this is possible to do.
The Report header will appear on the report cover page and in the header on every following page.
The Report footer will appear in the footer on all pages.
If you have set up a report for a customer, you can personalise it just a little by uploading their customer logo.





TIMEFRAMES
 
Select when you would like the report to be generated. You can generate the report manually or it can be automatically generated daily, weekly, monthly, quarterly or annually.


REPORTING PERIOD


Select when you would to show the data for:
  • 1 hour - last 60 minutes
  • 1 day - last 24 hours
  • 1 week - previous 7 days
  • 30 days - previous 30 days
  • Custom…

When you select Custom… then you will need to select a start and end date.



DATA FILTERS

The Search Filter is very much like the search bar that is available in the rest of IRIS. You don't need to add keywords like "week" or "traffic" as you select these items specifically in the report.
View Filter is a CASE SeNsiTiVe field used to contain the results displayed, to a specific view. Start by typing a few letters of the mnemonic or group, and a set of matches will appear in a drop-down list for selection. Choose the one you want from the list.
Show untagged elements: Sometimes in Iris, we have a device with no description or mnemonic. By default, these are hidden when searching for data. If you really want to see this data, check the selection box.
Show archived elements: If a mnemonic doesn't report data for seven days, it is archived in IRIS so as not to clutter up reports. If you wish to see this data, then select the tick-box. So if you are pulling a report for an entire month for a mnemonic group for a customer, you may need to tick this box to see reports for sites that were available for only part of a month. A site may have been closed on the 5th, so by the 13th IRIS will have archived the data.
DISPLAY PARAMETERS

Graph size: There are four sizes of graphs that can be displayed on the resulting report.
Sparkline is a very tiny graph that gives you a feel for the data at a glance.
Small is a bigger sized graph than Sparkline.
Large is the bigger than small and Full-width will be the biggest graph.

If you need a graph on your report, the size of the graph required depends on the type of report you are producing. It is best to try the different sizes to see what the result looks like. It’s not necessary to produce a graph in a report. This can be changed later so just leave the default if you don't want a graph.



EMAIL OPTIONS

Reports can be emailed in two different formats: PDF and/or CSV. Select the relevant option from the drop-down.
Use the From Address field to overwrite the default email address of the Iris server. This is useful when sending automatically to a client. Note that your corporate mail system rules may not allow this.
The Recipient list can be completed in different ways:
  1. Type in the email addresses of people who should receive this report using a comma-delimited list.
  2. Add a valid email group.
  3. Use a combination of the above two options.
Reports can be automated and will be emailed.



To add data categories and data sources, select the drop-down arrows.


Displayed data is generated based on the available Iris data from your installation.

  1. Select the data category from the drop-down list. e.g. Interface
  2. Select the data sources from the newly generated drop-down list.
  3. Click Add to view the available report columns for this data source.
  4. Unwanted columns, inclusion the graph, can be discarded by clicking on the "x".

You can add multiple data sources to build a standard report by repeating the above four steps.


The column order can be changed by dragging the tags to a new position to achieve the desired order.


Click Generate Report to save the report and to see the resulting output on the screen.


You can click Save Report throughout the process to ensure that all your settings have been saved.


The Report Output will be displayed on the screen. This is a good time to confirm your filter criteria and Datasource selections.


The following controls are available to change the view of the data, but no changes on this screen will be saved as part of the report you have just created. Any changes will have to be made manually.

  1. Click the arrows to sort by this column in ascending or descending order. If you hold down <shift> you can sort by multiple columns in the order that you click.
  2. Change the numbers of records visible per page.
  3. Subset the data by the string typed in here (this box goes back to the database to perform this search).
  4. Subset the displayed data (this box causes a search within the results already presented to the browser).
  5. Manipulate the date range.
  6. Send the output to Excel or PDF.




Iris Certified Engineer (ICE) Level 1, 2 and 3

We offer certification exams for all users and administrators. Tracks have been developed to cover the content for each of the levels. To register to be an ICE, please email support@irisns.com.


For the next article, click on the track that you are following:

TRACK 2: Service Manager

TRACK 3: Administrator


To return to the contents page, click on the track that you are following:

TRACK 2: Service Manager

TRACK 3: Administrator