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Reporting & Analytics

NopeSight provides powerful reporting and analytics capabilities to help you understand your IT infrastructure, monitor operations, and make data-driven decisions. Whether you need quick insights or detailed analysis, our flexible reporting system has you covered.

Overview​

The reporting system combines pre-built templates with customizable analytics to deliver actionable insights. All reports can be viewed in the application, exported to various formats, or added to dashboards for real-time monitoring.

Getting Started​

Accessing Reports​

  1. Navigate to Reports in the main menu
  2. Browse Report Templates to see available reports
  3. Click Create Template to build custom reports
  4. Use Preview to see sample data before running

Your First Report​

  1. Choose a predefined template (e.g., "CI Status Overview")
  2. Click Preview to see sample data
  3. Click Run Report to generate with live data
  4. Export as PDF or Excel if needed

Report Templates​

Predefined Templates​

Ready-to-use templates for common reporting needs:

CMDB Reports

  • CI Status Overview - Pie chart showing active vs inactive configuration items
  • CI Types Distribution - Donut chart of your infrastructure by type (servers, workstations, etc.)
  • Active CI Count - KPI widget showing total active configuration items

Service Management

  • Open Requests by Priority - Bar chart of support requests by priority level
  • Task Status Summary - Table showing task completion rates
  • Recent Activities - List of recent system activities and changes

Operations & Monitoring

  • Device by Operating System - Distribution of Windows, Linux, and other OS types
  • Discovery Timeline - When devices were last scanned and updated
  • Software Inventory - Applications and licenses across your infrastructure

Custom Templates​

Create your own reports using our intuitive template builder:

  1. Choose Data Source - Select from CMDB, Events, Metrics, or External APIs
  2. Select Visualization - Charts, tables, gauges, or statistics
  3. Configure Filters - Date ranges, departments, device types
  4. Design Layout - Drag and drop components to create your report

Visualization Types​

Charts & Graphs​

  • Bar Charts - Compare values across categories
  • Line Charts - Show trends over time
  • Pie/Donut Charts - Display proportions and distributions
  • Area Charts - Visualize volume changes
  • Scatter Plots - Identify correlations
  • Heatmaps - Show data density and patterns

Data Displays​

  • Tables - Detailed tabular data with sorting and filtering
  • Lists - Recent activities, alerts, and notifications
  • Statistics - Key performance indicators (KPIs)
  • Gauges - Progress indicators and thresholds
  • Cards - Summary information boxes

Interactive Features​

  • Drill-down - Click charts to see detailed data
  • Filtering - Narrow results by criteria
  • Sorting - Organize data by any column
  • Export - Download as PDF, Excel, or CSV

Dashboards​

Creating Dashboards​

  1. Go to Dashboards and click New Dashboard
  2. Choose a template or start blank
  3. Add widgets by:
    • Selecting from report templates
    • Creating custom widgets
    • Adding KPI statistics
  4. Drag and resize widgets to arrange your layout
  5. Save and share with your team

Dashboard Types​

  • Personal - Your private dashboard
  • Team - Shared with specific teams
  • System - Company-wide dashboards

Widget Options​

  • Auto-refresh - Update data every 1-15 minutes
  • Date ranges - Last 7 days, 30 days, or custom periods
  • Responsive sizing - Automatically adjust to screen size
  • Custom styling - Colors, fonts, and themes

AI-Enhanced Reporting​

Smart Insights​

Our AI analyzes your data and provides:

  • Trend Analysis - "Server CPU usage increased 15% this month"
  • Anomaly Detection - "Unusual network traffic detected on DB servers"
  • Recommendations - "Consider upgrading memory on these 5 servers"
  • Impact Assessment - "Critical: 3 servers affect 12 business services"

Natural Language Queries​

Ask questions in plain English:

  • "Show me all Windows servers with high CPU usage"
  • "Which applications are installed on the most devices?"
  • "What changes were made to the database servers last week?"

Automated Insights​

  • Executive Summaries - Key findings in business language
  • Risk Assessments - Potential issues and their impact
  • Compliance Status - Gaps and recommendations
  • Performance Alerts - Proactive notifications

Scheduling & Distribution​

Report Scheduling​

Set up automated report delivery:

  1. Open any report template
  2. Click Schedule
  3. Choose frequency (daily, weekly, monthly)
  4. Select recipients
  5. Pick format (PDF, Excel, Email)

Distribution Options​

  • Email - Send to individuals or groups
  • Shared Folders - Save to network locations
  • API - Integrate with other systems
  • Dashboard - Display as widgets

Automated Triggers​

Reports can be triggered by:

  • Time-based - Regular intervals
  • Threshold breaches - When values exceed limits
  • Events - System changes or alerts
  • Manual - On-demand generation

Export Formats​

Available Formats​

  • PDF - Professional reports with charts and formatting
  • Excel - Raw data for analysis and pivot tables
  • CSV - Simple data export for integration
  • HTML - Interactive web-based reports

Export Options​

  • Current View - Export exactly what you see
  • Raw Data - All underlying data
  • Summary Only - Key metrics and charts
  • Detailed - Complete report with all sections

Permissions & Security​

Access Control​

  • Owner - Full control over the report
  • Editor - Can modify and run reports
  • Viewer - Can only view and export reports
  • Team Sharing - Share with specific teams or departments

Data Security​

  • Tenant Isolation - Each department sees only their data
  • Role-based Access - Different views for different roles
  • Audit Trail - Track who accessed what reports
  • Encryption - All data encrypted in transit and at rest

Best Practices​

Report Design​

  1. Start with Purpose - What decision does this report support?
  2. Choose Right Visual - Charts for trends, tables for details
  3. Keep it Simple - Focus on key metrics
  4. Add Context - Include comparisons and benchmarks
  5. Make it Actionable - Include recommendations

Performance Tips​

  • Use Filters - Limit data to relevant time periods
  • Optimize Queries - Choose efficient data sources
  • Cache Results - Enable caching for frequently run reports
  • Schedule Large Reports - Run complex reports during off-hours

Data Quality​

  • Validate Sources - Ensure data accuracy
  • Check Calculations - Verify formulas and aggregations
  • Update Regularly - Keep data current
  • Document Changes - Track modifications and reasons

Troubleshooting​

Common Issues​

  • Slow Performance - Reduce date range or add filters
  • No Data - Check data source connections and permissions
  • Export Errors - Verify format compatibility
  • Missing Charts - Ensure data meets visualization requirements

Getting Help​

  • Documentation - Comprehensive guides and examples
  • Support - Contact technical support for assistance
  • Community - User forums and knowledge base
  • Training - Online tutorials and webinars

Advanced Features​

Multi-tenant Reporting​

  • Department Views - Separate data by department
  • Cross-department - Combined views for executives
  • Consolidated - Roll-up reports across all departments
  • Custom Hierarchies - Organize by business structure

Real-time Dashboards​

  • Live Updates - Data refreshes automatically
  • WebSocket - Real-time data streaming
  • Alerts - Notifications for threshold breaches
  • Mobile - Access from any device

API Integration​

# Generate report via API
curl -X POST https://api.nopesight.com/reports/generate \
  -H "Authorization: Bearer YOUR_TOKEN" \
  -d '{"template": "ci-status", "format": "pdf"}'

Custom Visualizations​

For advanced users, create custom charts using:

  • D3.js - Interactive web-based visualizations
  • Chart.js - Responsive chart library
  • Custom CSS - Branded styling and themes
  • JavaScript - Dynamic behaviors and interactions