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Reporting Overview

NopeSight's Reporting module transforms your CMDB data into actionable insights through AI-powered report generation, customizable templates, and interactive dashboards. Create professional reports and visualizations to understand your infrastructure, monitor performance, and make data-driven decisions.

What You Can Do​

🔍 Generate Reports Instantly​

  • Use pre-built templates for common scenarios
  • Ask questions in plain English and get reports automatically
  • Visualize your data with charts, tables, and statistics
  • Create custom reports tailored to your needs

📊 Build Interactive Dashboards​

  • Combine multiple reports into comprehensive dashboards
  • Add KPI widgets and real-time metrics
  • Share dashboards with your team
  • Responsive design works on any device

🤖 AI-Powered Analytics​

  • Describe what you want to see in natural language
  • Get intelligent insights and recommendations
  • Automated analysis of trends and patterns
  • Smart suggestions for visualizations

Getting Started​

1. Browse Report Templates​

Navigate to Reports → Templates to see available reports:

  • CI Status Overview - Health of your infrastructure
  • Open Requests by Priority - Service desk workload
  • Device Operating Systems - OS distribution
  • Recent Activities - Latest system changes

2. Create Your First Report​

  1. Click Create Template in the Reports section
  2. Describe your report needs in plain English
  3. Choose visualization type (chart, table, statistic)
  4. Preview and refine your report
  5. Save as a template for future use

3. Build a Dashboard​

  1. Go to Dashboards and click New Dashboard
  2. Add widgets from your report templates
  3. Arrange and resize widgets as needed
  4. Set refresh intervals and sharing options
  5. Save and share with your team

Available Features​

Report Templates​

  • Pre-built Templates: Ready-to-use reports for common scenarios
  • Custom Templates: Build reports using our template builder
  • AI Generation: Create reports by describing what you need
  • Template Library: Save and share templates with your team

Visualizations​

  • Charts: Bar, line, pie, donut, area, and scatter plots
  • Tables: Sortable, filterable data tables with pagination
  • Statistics: KPI numbers with trend indicators
  • Gauges: Progress indicators with color-coded thresholds
  • Interactive: Click to drill down into detailed data

Data Sources​

  • CMDB: Configuration Items and relationships
  • Service Requests: Ticketing and workflow data
  • System Events: Activities and change logs
  • Performance Metrics: Resource utilization data

Dashboard Features​

  • Drag & Drop: Easy widget arrangement
  • Responsive: Works on desktop, tablet, and mobile
  • Auto-refresh: Keep data current with configurable intervals
  • Sharing: Share with individuals or teams
  • Permissions: Control who can view and edit

How It Works​

AI-Powered Report Generation​

  1. Natural Language Input: Describe your report in plain English
  2. Intent Analysis: AI understands what data you need
  3. Query Generation: Automatically creates database queries
  4. Visualization Selection: Chooses the best chart type
  5. Report Creation: Generates a complete report template

Template System​

  • Reusable: Save templates for repeated use
  • Customizable: Modify templates to fit your needs
  • Shareable: Share templates across your organization
  • Versioned: Track changes and updates

Dashboard Integration​

  • Widget Library: Convert any report into a dashboard widget
  • Layout Management: Grid-based responsive layouts
  • Real-time Updates: Configurable refresh intervals
  • Multi-tenant: Separate data by department or team

Best Practices​

Creating Effective Reports​

  1. Start Simple: Begin with basic charts and tables
  2. Know Your Audience: Different views for different roles
  3. Focus on Insights: Include context and recommendations
  4. Use Filters: Narrow data to relevant time periods
  5. Test Thoroughly: Verify reports with real data

Dashboard Design​

  1. Most Important First: Place key metrics at the top
  2. Logical Grouping: Group related widgets together
  3. Consistent Sizing: Similar widgets should be similar sizes
  4. Performance: Balance freshness with system load
  5. Mobile Friendly: Ensure readability on smaller screens

Data Quality​

  • Validate Sources: Ensure data accuracy before reporting
  • Handle Missing Data: Account for incomplete information
  • Document Assumptions: Be clear about data limitations
  • Regular Updates: Keep reports current with fresh data

Common Use Cases​

Infrastructure Management​

  • Asset Inventory: Track hardware and software assets
  • Configuration Analysis: Monitor configuration compliance
  • Capacity Planning: Forecast resource needs
  • Change Impact: Understand effects of changes

Service Management​

  • Request Analytics: Monitor service desk performance
  • Service Health: Track availability and performance
  • User Satisfaction: Measure service quality
  • Process Improvement: Identify bottlenecks

Operations Monitoring​

  • System Performance: Monitor key metrics
  • Incident Analysis: Understand failure patterns
  • Security Compliance: Track security posture
  • Cost Analysis: Monitor IT spending

Troubleshooting​

Common Issues​

  • No Data Showing: Check date ranges and filters
  • Slow Performance: Reduce data scope or add filters
  • Charts Not Loading: Verify data format requirements
  • Permission Errors: Ensure proper access rights

Getting Help​

  • Documentation: Comprehensive guides and examples
  • Support: Contact your system administrator
  • Community: User forums and knowledge base
  • Training: Video tutorials and best practices

Next Steps​

  1. Explore Templates: Try different pre-built reports
  2. Create Custom Reports: Build reports for your specific needs
  3. Build Dashboards: Combine reports into comprehensive views
  4. Share Insights: Collaborate with your team
  5. Provide Feedback: Help improve the reporting system