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Report Templates

NopeSight includes a comprehensive library of 32+ pre-built report templates to help you get started quickly. These templates cover common IT management scenarios and can be used as-is or customized for your specific needs.

Available Templates

CMDB & Infrastructure Reports

CI Status Overview

  • Description: Visual overview of all Configuration Items by their current status
  • Visualization: Pie chart showing Active, Inactive, and other statuses
  • Use Cases: Quick health check of your infrastructure
  • Widget Size: 4x3 grid units
  • Refresh: Every 5 minutes

CI Types Distribution

  • Description: Breakdown of your infrastructure by Configuration Item types
  • Visualization: Donut chart showing Servers, Workstations, Software, etc.
  • Use Cases: Understanding your infrastructure composition
  • Widget Size: 4x3 grid units
  • Refresh: Every 10 minutes

Active CI Count

  • Description: Total count of active Configuration Items
  • Visualization: Large number statistic with trend indicator
  • Use Cases: KPI dashboard widget, executive summary
  • Widget Size: 3x2 grid units
  • Refresh: Every 10 minutes

Total CI Count

  • Description: Overall count of all Configuration Items in your CMDB
  • Visualization: Stat card with trend indicator
  • Use Cases: Executive dashboards, infrastructure overview
  • Widget Size: 3x2 grid units
  • Refresh: Every 10 minutes

Total Server Count

  • Description: Total number of servers in CMDB
  • Visualization: Stat card with count
  • Use Cases: Infrastructure metrics, capacity planning
  • Widget Size: 3x2 grid units
  • Refresh: Every 10 minutes

Total Workstation Count

  • Description: Total number of workstations in CMDB
  • Visualization: Stat card with count
  • Use Cases: Desktop management, license planning
  • Widget Size: 3x2 grid units
  • Refresh: Every 10 minutes

Device Discovery Reports

Device Count by Type

  • Description: Total count of servers and workstations in CMDB
  • Visualization: Pie chart showing Server vs Workstation distribution
  • Use Cases: Infrastructure composition analysis
  • Widget Size: 4x3 grid units
  • Refresh: Every 10 minutes

Device Discovery by Year

  • Description: Shows device discoveries grouped by year
  • Visualization: Bar chart with annual trends
  • Use Cases: Historical growth analysis
  • Widget Size: 6x4 grid units
  • Refresh: Every 30 minutes

Device Discovery Monthly Timeline

  • Description: Monthly breakdown of device discoveries
  • Visualization: Line/Area chart showing discovery trends
  • Use Cases: Discovery pattern analysis
  • Widget Size: 8x4 grid units
  • Refresh: Every 15 minutes

Device Discovery by Day of Week

  • Description: Distribution of discoveries by weekday
  • Visualization: Bar chart showing weekly patterns
  • Use Cases: Schedule optimization
  • Widget Size: 6x4 grid units
  • Refresh: Every 30 minutes

Recently Discovered Devices

  • Description: List of most recently discovered devices
  • Visualization: Table with device details
  • Use Cases: New device tracking, onboarding verification
  • Widget Size: 6x4 grid units
  • Refresh: Every 5 minutes

Device Age Distribution

  • Description: Shows age of devices based on discovery date
  • Visualization: Bar chart with age ranges
  • Use Cases: Refresh planning, lifecycle management
  • Widget Size: 6x4 grid units
  • Refresh: Every 30 minutes

Operating System Reports

Operating System Distribution

  • Description: Shows devices grouped by operating system
  • Visualization: Bar chart showing Windows 11, Windows 10, Linux, etc.
  • Use Cases: OS standardization, upgrade planning
  • Widget Size: 6x4 grid units
  • Refresh: Every 10 minutes

OS Distribution Matrix - All Devices

  • Description: Comprehensive OS distribution across all devices
  • Visualization: Matrix/Table with detailed versions
  • Use Cases: Detailed OS inventory
  • Widget Size: 8x4 grid units
  • Refresh: Every 30 minutes

OS Distribution Matrix - Servers

  • Description: OS distribution for servers only
  • Visualization: Matrix/Table with server OS details
  • Use Cases: Server standardization planning
  • Widget Size: 6x4 grid units
  • Refresh: Every 30 minutes

OS Distribution Matrix - Workstations

  • Description: OS distribution for workstations only
  • Visualization: Matrix/Table with workstation OS details
  • Use Cases: Desktop OS management
  • Widget Size: 6x4 grid units
  • Refresh: Every 30 minutes

Hardware Reports

Server Memory Distribution

  • Description: Memory capacity distribution across servers
  • Visualization: Bar chart grouped by memory ranges (4GB, 8GB, 16GB, etc.)
  • Use Cases: Capacity planning, upgrade identification
  • Widget Size: 6x4 grid units
  • Refresh: Every 30 minutes

Workstation Memory Distribution

  • Description: Memory capacity distribution across workstations
  • Visualization: Bar chart grouped by memory ranges
  • Use Cases: Desktop upgrade planning
  • Widget Size: 6x4 grid units
  • Refresh: Every 30 minutes

Disk Type Distribution

  • Description: Distribution of disk types (SSD, HDD, NVMe)
  • Visualization: Pie/Bar chart showing storage types
  • Use Cases: Storage modernization planning
  • Widget Size: 4x3 grid units
  • Refresh: Every 30 minutes

Workstation CIs by Model Name

  • Description: Workstation distribution by manufacturer and model
  • Visualization: Bar chart of top models
  • Use Cases: Hardware standardization
  • Widget Size: 6x4 grid units
  • Refresh: Every 30 minutes

Software Reports

Total Software Instance Count

  • Description: Total number of software installations tracked
  • Visualization: Stat card with count
  • Use Cases: License management overview
  • Widget Size: 3x2 grid units
  • Refresh: Every 10 minutes

Database Software Distribution

  • Description: Shows all database software installed across infrastructure
  • Visualization: Bar chart showing SQL Server, Oracle, MySQL, PostgreSQL, etc.
  • Use Cases: Database licensing, standardization
  • Widget Size: 6x4 grid units
  • Refresh: Every 30 minutes

Top Server Applications

  • Description: Most commonly installed server applications
  • Visualization: Bar chart showing top 20 applications
  • Use Cases: Software standardization, licensing
  • Widget Size: 6x4 grid units
  • Refresh: Every 30 minutes

Top Workstation Applications

  • Description: Most commonly installed workstation applications
  • Visualization: Bar chart showing top 20 desktop applications
  • Use Cases: Desktop software management
  • Widget Size: 6x4 grid units
  • Refresh: Every 30 minutes

Software by Vendor

  • Description: Software distribution grouped by vendor
  • Visualization: Bar/Pie chart of vendor distribution
  • Use Cases: Vendor management, consolidation
  • Widget Size: 6x4 grid units
  • Refresh: Every 30 minutes

Service Management Reports

Open Requests by Priority

  • Description: Current open service requests grouped by priority level
  • Visualization: Bar chart showing High, Medium, Low priority requests
  • Use Cases: Service desk management, workload planning
  • Widget Size: 6x4 grid units
  • Refresh: Every 5 minutes

Task Status Summary

  • Description: Overview of task completion rates across all projects
  • Visualization: Table showing status counts and percentages
  • Use Cases: Project management, resource allocation
  • Widget Size: 4x3 grid units
  • Refresh: Every 5 minutes

Network Reports

Hardware Count by IP Range

  • Description: Device distribution across IP ranges
  • Visualization: Bar chart and table showing devices per subnet
  • Use Cases: Network planning, segmentation analysis
  • Widget Size: 8x4 grid units
  • Refresh: Every 30 minutes

IP Subnet Distribution

  • Description: Visual representation of network subnet usage
  • Visualization: Bar chart of device counts per subnet
  • Use Cases: Network capacity planning
  • Widget Size: 6x4 grid units
  • Refresh: Every 30 minutes

Operations & Monitoring

Recent Activities

  • Description: List of recent system activities and changes
  • Visualization: Scrollable list with timestamps and descriptions
  • Use Cases: Change management, audit trail
  • Widget Size: 4x4 grid units
  • Refresh: Every 1 minute

CMDB Data Freshness Score

  • Description: Shows how recently CI data was updated
  • Visualization: Score card with freshness metrics
  • Use Cases: Data quality monitoring
  • Widget Size: 4x3 grid units
  • Refresh: Every 15 minutes

Stale CI Detection

  • Description: Identifies CIs that haven't been updated recently
  • Visualization: Table listing potentially outdated CIs
  • Use Cases: Data quality management
  • Widget Size: 6x4 grid units
  • Refresh: Every 30 minutes

Using Templates

Running a Template

  1. Navigate to ReportsTemplates
  2. Find the template you want to use
  3. Click Preview to see sample data
  4. Click Run Report to generate with live data
  5. Export or add to dashboard as needed

Customizing Templates

  1. Open the template you want to modify
  2. Click Edit or Create Copy
  3. Adjust filters, date ranges, or visualizations
  4. Save as a new custom template
  5. Share with your team

Adding to Dashboards

  1. From any template, click Add to Dashboard
  2. Choose an existing dashboard or create new
  3. Position and resize the widget
  4. Configure refresh intervals
  5. Save your dashboard

Template Configuration

Data Sources

Templates can pull data from:

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

External API integrations are planned for future releases.

Visualization Options

  • Charts: Bar, line, pie, donut, area, scatter
  • Tables: Sortable, filterable data grids
  • Statistics: KPI numbers with trends
  • Lists: Recent activities and alerts
  • Gauges: Progress indicators and thresholds

Filter Configuration

  • Date Ranges: Last 7 days, 30 days, custom periods
  • Departments: Filter by organizational units
  • Device Types: Servers, workstations, network devices
  • Status: Active, inactive, maintenance
  • Categories: Custom groupings and tags

Best Practices

Choosing Templates

  1. Start with Purpose: What question are you trying to answer?
  2. Know Your Audience: Different views for different roles
  3. Consider Frequency: How often will this be viewed?
  4. Think Mobile: Will this be viewed on mobile devices?

Customization Tips

  1. Copy Before Edit: Always create a copy of predefined templates
  2. Test with Data: Verify your changes work with real data
  3. Add Context: Include titles, descriptions, and units
  4. Optimize Performance: Use filters to limit data ranges

Dashboard Integration

  1. Group Related Widgets: Organize by theme or function
  2. Size Appropriately: Important metrics should be larger
  3. Set Refresh Rates: Balance freshness with performance
  4. Consider Layout: Most important information at top-left

Advanced Features

AI-Enhanced Templates

Many templates include AI-powered features:

  • Smart Insights: Automated analysis and recommendations
  • Anomaly Detection: Identify unusual patterns
  • Trend Analysis: Predict future values
  • Natural Language: Plain English summaries

Drill-Down Capabilities

Click on chart elements to:

  • See detailed data
  • Filter to specific categories
  • Navigate to related reports
  • Export subset data

Future Automation Features

Coming Soon

The following features are planned for future releases:

  • Automated Generation: Run reports on schedule
  • Email Delivery: Send to stakeholders automatically
  • Threshold Alerts: Notify when values exceed limits
  • API Integration: Connect to external systems

Troubleshooting

Common Issues

Template Shows No Data

  • Check date range - may be too narrow
  • Verify data source connections
  • Ensure proper permissions
  • Check filter configurations

Slow Performance

  • Reduce date range
  • Add more specific filters
  • Optimize query complexity
  • Consider caching options

Chart Not Displaying

  • Verify data format matches visualization
  • Check for required fields
  • Ensure minimum data requirements
  • Try different chart types

Getting Help

  • Documentation: Detailed guides for each template
  • Support: Contact technical support
  • Community: User forums and examples
  • Training: Video tutorials and webinars

Next Steps

  1. Explore Templates: Try different predefined templates
  2. Create Dashboard: Combine templates into a dashboard
  3. Customize Reports: Modify templates for your needs
  4. Set Up Dashboards: Add templates to dashboards for regular monitoring
  5. Share Insights: Collaborate with your team

For more detailed information, see: