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Quadrotech Nova Current - User Guide

Adoption Accelerator Delegation & Policy Control Reporting Tenant Management System Settings About

Creating a custom report

Expanding on the three step process, here is an overview of the steps you will follow to create a new report:

1.Select the Report Center option from the left menu bar.

2.Click Create Report, which is located in the top right corner of the page.

3.Enter a report name in the text field.

4.Click the + sign in the empty section to add a new section to the report.

5.Give the section a name in the Add Title field, and add a description if necessary, and select the tick icon to save the title and description.

6.Choose how you would like your data to be presented; choose between a chart, graph, table, timeline, or map. Find more on data presentation types in the following sections.

7.Choose a data source, depending on the information you would like to present.

8.If necessary, choose an organization and organization group.

From this point, the steps vary dependent on your choice of presentation type.

Creating a custom chart or pivot section

Charts and pivots give you a great range of graphs to view a variety of data across your tenant. Charts and pivots also give you access to view the many data sources Nova has on offer in easy to analyze diagrams.

9.Select your chart type. This includes the following types:

ChartTypes

10. Choose your operator (average, count, sum, min, max).

11.Choose your Applied to field. This represents your Y axis.

12. Choose your Series name. This is your X axis.

13. Optionally, choose your category. This is additional information with your X axis.

14. If applicable, add sorting and filters.

15. Add an offset and a limit.

a.An Offset is the starting record for the section.

b.The Limit is the number of records returned and visible within the report. When downloading a section, this limit is ignored.

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NOTE: When downloading a section, this limit is ignored.

16. Choose whether you would like the Overflow option. Setting an overflow will gather objects outside of a specific range into its only section.

17. Optionally, choose whether to drill down data fields. These can be fields you have selected for your section, or other fields within the data source.

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NOTE: You have the option to view the raw data in your chart.

You can now save your chart, and close the section.

Custom chart example: Azure Active Directory users by location

You can create an Azure AD Users by Location report. The report shows your organization's Azure AD users, broken down by location and department. This report could be helpful for planning helpdesk resources/staffing/coverage. The report includes a pie chart with the azure AD Users data source. The report's second section is a stacked bar graph with the Azure AD Users data source. Finally, the report contains a table which shows users' display names, country/region and departments. Here is how the finished report looks:

 

ReportDesignerReportExample2

Here are the steps to create this report:

1.Click Create Report.

2.Enter a report title, for example Azure AD Users by Location.

3.You will add 3 sections to this report using the steps below:

 

Section One: Users by Location Stats

 

Section 2: Users by Location and Department

 

Section 3: List of Users by Department

 

After you are done adding sections, click Save.

 

Here is a video going through these steps.

 

Custom chart example: License assigned by country heat map

The heatmap shows a breakdown of all of your main base licenses distributed by country. The color coding helps you identify which license has been assigned to which country the most.

To create this report:

Heatmap

Custom chart example: OneDrive usage

You can create a OneDrive Usage report. The report shows:

·which of your users are using OneDrive for Business most (the most items and the largest items)

·vertical line bar graph with OneDrive User Data as the data source, sorted by item count (listed by user ID)

·a table that also uses OneDrive User Data as the data source. This table is sorted by item size.

·a vertical line bar graph with OneDrive User Data as the data source. This table is filtered by item size (results in this graph also listed by user ID).

Here is how the finished report looks:

ReportDesignerExample3

Here are the steps to create this report:

1.From the dashboard, click Create Report.

2.Enter a report title, for example OneDrive Usage.

3.You will add 3 sections to this report using the steps below:

Section One: Top 10 Users by Item Count

Section 2: Top OneDrive Users

Section 3: Top 10 Users by Item Size

After you are done adding sections, click Save.

Watch this video to see the above steps in action.

Custom chart example: License utilization

Here is another example of creating a report in the Nova Report Center.

Creating a report using License data sources allow you to get a scope of your license utilization within your tenant. This includes

·Assigned units – licenses applied to users

·Unassigned units – licenses not applied to users

·Idle units – licenses applied to users but are not being used i.e. disabled/deleted users

 

See below to view the steps on how to create a chart section on your license usage.

 

Custom chart example: Stacked inbound/outbound mail chart

Creating stacked graphs allows you to view multiple data fields in one easy to analyze chart. For example, in the chart below, we will create a stacked bar graph that shows the sum of inbound mail and outbound mail in one chart.

To begin creating your stacked chart:

The data should now appear within your section. Click close section, then save. This chart can download as a PDF, if desired.

InbOutMail

Creating a custom table section

Tables are the best method to view a wide variety of data within one report. Unlike the other report types in the Report Center, tables allow you to view multiple fields with data that you select to suit your needs.

 

9.Select your data fields for your table. You can add as many fields as you require.

10. Add aggregation, sorting and filtering to your table.

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NOTE:  Aggregation brings the amount of items you have in a field together. For example, if users are involved in multiple departments, aggregating on the Department field with the Count operator will show the number of departments for that user, rather than the name of the departments.

11. Choose whether to enable paging. If paging is enabled, your table will be divided into multiple pages, depending on the amount of data collection for the section.

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NOTE:  Having paging enabled or disabled will not affect your download of your report; all data results will be listed within one table in your downloaded table.

12. Choose your initial page size. This is the amount of records within each page.

 

You can now save your chart, and close the section.

Custom table example: Spam and malware report (30 days)

You can create an Office 365 Spam and Malware report section that shows the number of spam and malware attempts over the last 30 days. The report section includes a table showing all fields related to the Office 365 Mail Traffic data source. It is sorted in descending order by scan date, and the results are filtered so only the last 30 days display. Here is how the finished report section looks:

 

ReportDesignerExample

 

Click here to see how to create this report in your Nova Environment.

 

Here is a video of these steps.

Custom table example: License utilization

However, what if we would like a table that includes the raw data, as well as data that shows assigned, unassigned and idle units? Let us see how we do that here

 

Check out this video on how to create this report below.

Custom table example: Assigned licenses over time

You may want to see assigned licenses for a specific license within your environment over a certain period of time. The step by step process below explains how to do that.

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NOTE: Our license example is PowerBI, but use which license is relevant to your environment as you go through the steps.

 

See how to create this report.

 

Custom table example: List of users by department

This is a continuation of a report in the charts and pivots section of this guide. Below is a step by step guide on how to view your users by their associated department.

List of Users by Department

Creating a custom timeline section

Which data sources are recommended for timeline charts?

Any data source which contains time-based information can be used to create a timeline chart. The following is a list of data sources that we recommend to use for informative charts:

·Office 365 Audit Data

·Office 365 Mobiles Devices

·Detailed Message Statistics

·Azure AD Users

·SharePoint Site Usage

 

Here is a diagram of the required fields for a timeline report:

Timeline1

9.Choose your event title, event description and event date fields. Use the diagram above to help you decide which field to select in each location.

10.Optionally, select your Event category field and any fields you would like to show in detail view.

11.Decide how you would like your timeline to look.

a.You can group your timeline by day, month or year.

b.You can view your timeline as either standard or micro.

i.Standard view presents a record in its entirety, but may not be suitable for large data sets.

ii.Micro view presents all records, but individual data sets must be hovered to be revealed.

12. Add filters if required.

13. Add an offset and/or a limit.

Individual records should now look like this:

Timeline2

Custom timeline example: OneDrive operations

You create a section on a report that shows OneDrive operations, color-coded per operation.  Here is how the finished report section looks:

OneDrive-operations

 

Here are the steps to create this report section:

 

Here is a video running through these steps.

 

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