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Quadrotech Nova Current - User Guide

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

FIltering and sorting

Filtering your charts and tables and dates is easy to do. You are able to search within very specific time frames for a variety of data sources and data source categories.

To filter your data to within certain time frames:

1.Go to your chosen report that you have already created, or begin by building one. Ensure that your report is one in which date is a valid property.

2.Go to Add filter group.

3.In Select field..., select the date property. This could take multiple forms, including Date, Activity Date, Created Date Time. Deleted Date Time, and so on. This depends on which data source you have selected.

4.Then select the parameters of your date filtering.

a.With is newer than, these are dates AFTER your parameters. For example, is newer than 1 year is within the past year up to this point.

b.With is older than, these are dates BEFORE your parameters. For example, is older than one year includes dates before the past year, not including the past year.

You are also able to add another filter so you can include dates within a specific time frame i.e. between 30 and 60 days. This is possible by clicking the plus button and repeating the steps above. Ensure that you have selected AND, rather than OR, if you are filtering between two dates. This can be seen in the image below.
NovaDate1

info

NOTE: A maximum of 10 filters can be added to a section of a report.

Filtering by QTD/YTD

It is possible to search within Quarter to Date (QTD) and Year to Date (YTD) metrics within the Nova Report Center for date-specific data fields.

QTDYTD3

The QTD parameter gives you data from the beginning of the current quarter, and ending at the current date.

The YTD parameter gives you data from the beginning of the current year, and ending at the current date.

 

For example, perhaps you want to see the amount of Azure AD users created within the current year within your tenant. To do this:

1.Begin by creating a new report, including title and description if necessary.

2.Choose your data source. For these specific filters, you will need sources that include date data fields. For our example, we are using Azure AD Users.

3.For Table fields, choose Display Name and User Created.

4.Under Add filter group, select is during, then YTD.

5.Add sorting and change your offset and limits if required.

Below is an example of what your report should look like.

QTDYTD4

 

Sorting

You can sort in ascending and descending order for any data field, even fields that you have not included in your report section. To add a searching parameter:

1.In your report section, click Add sorting.

2.Select the data field you would like to sort by.

3.Choose between ascending (smallest to largest, A-Z) and descending (largest to smallest, Z-A).

Alternatively, you can click on the heading of a table section to sort that specific field.

Filtering table data

There are three ways that table data can be filtered.

Filtering the Table

If you have a large report Nova might indicate that there are too many results to display them, like this:

Need-to-filter

Other times you might just want a subset of users, for example if you want users beginning with the letter D.

In these situations you can filter the data, by:

1.Clicking on ‘Add Filter'

2.Choosing an appropriate field, like ‘Display Name'.

3.Choosing an operator like ‘Contains' or ‘Begins with'

4.Entering the filter or search criteria.

 

You can see how to do it in this short video.

 

Global filtering

You can also do a global filter on a report to provide some helpful filtering to a user of the report.

To do this you:

1.Click ‘Add report filters' at the top of the report

2.Click ‘Add filter'

3.Give the filter a name.

4.Click on ‘Add condition'

5.Enter the filter criteria, for example ‘Display Name', ‘contains', ‘Dan'.

Building-a-global-filter-300x298

Now at the top of the report you will see the filter, and it can be applied at any time, and can also be disabled at any time; giving you extra flexibility.

Here is how a simple report might be customized.  Not filtered:

Not-Filtered

Filtered:

Filtered

 

Searching/Filtering after creating your report

On table data, you will also see filter/search boxes at the top of each column, so, on an existing report, you can quickly filter a working report to show just people in the Sales department for example:

Search-filter-in-a-table

And you can do that on any of the fields, or combine them to give you everyone in Sales in a particular country/region.

Filtering Examples

Check out some examples on how to filter your tables below:

Date filtering

Schedule Center

Use the Schedule Center to see and manage the scheduled reports you currently have set up. Schedules you set up in Nova Reporting are automatically added to the Schedule Center.

To access the Schedule Center, click the Settings button (a gear) located in the top right of the Nova window, and then select Schedule Center, as shown below.
schedule center 1

It shows a list of previously scheduled reports, as shown below.
schedule center 2

You will notice an ellipsis next to each scheduled report. Use the Edit button to change a report schedule, as shown here:

schedule center 3

 

schedule center 4

 

This will bring you to the schedule screen, as seen in the images below.

 

Naming and describing the report

SchedCenter2

 

Scheduling the report (time, date and frequency)

 

SchedCenter3

 

Adding recipients for the report

 

SchedCenter4

 

Selecting the format for the report

 

SchedCenter5

 

Finalizing your scheduled report

 

SchedCenter6

 

 

 

For example, you could schedule a subscription overview report to be sent to the CTO at the beginning of each month, so they can see how many Office 365 licenses are being used and are available across the organization.

 

A video regarding the Schedule Center can be seen here.

Notification Center

The notification center is where you will see Nova-based alerts and notifications across your organization. Find an overview of your notifications by clicking the bell icon in the banner.

To be notified when a new alert is registered, click Enable, then Allow based on your browsers settings.

From here, you will see an overview of alerts, sorted by date and its critical status.

NotifCenter2

Going into detail on a notification

To see an alert in more depth, click on the notification bell, then click on an alert. You will see a screen similar to the one below.

NotifCenter3

From here, you will see:

·What the alert is about

·When the alert happened

·The reason for the alert

·The alert's current state

·When the alert was created

·When the alert was last modified

·Who modified the alert

·If the email was emailed out, sent by SMS or pushed within the application, depending on how you configured the settings.

Dashboard

By clicking on the bell icon, and then click See all alerts, it will take you to the Notification Center dashboard.

Here, you can see all alerts that have been registered since the beginning of your subscription. From the dashboard, you can:

·Sort by Severity, Alert Name, Alert Source, Alert State and Date Added.

oChoose the columns you would like in the dashboard by clicking the plus (+) icon in the top right corner, and select/deselect as appropriate.

·Mark each alert as in an Acknowledge, In Progress or Closed state by either:

oClicking on the ellipses and selecting the appropriate alert state.

oClicking on the check box to the left of the alert, clicking Manage, then selecting the appropriate alert state.

·Click on the ellipses and select Details to view the details of the alert, similar to above. You can also select your alert state from here.

Alert severity

Alert severity gives you information on the status of an alert, and if attention or action is needed:

·Informational: These alerts describe events that have occurred within your tenant that you do not need to take action on. An example of an informational alert is notifying you that a scheduled report has been successfully sent.

·Healthy: A healthy notification alerts you that a critical error has successfully been resolved.

·Degraded: A degraded alert arises when an error occurs that needs attention. An example is when a scheduled report is unsuccessfully sent. Viewing the details shows you specifically what the error is and why it failed.

·Critical: A critical alert is a notification that needs immediate attention. An example of a critical alert is a workload experiencing an unexpected outage in Service Monitoring.

Alert settings

Alert settings are where you can set up notifications to be sent via email, SMS or pushed to you within Nova. You can find alert settings by clicking on the bell icon, then My alert settings.

If you would like to be sent notifications via email and/or SMS, enter your details within the Personal Details tab.

In the Settings tab, you can set up alerts for a range of categories (Nova, Billing and Global), and customize notifications depending on what you need to be notified about. For example, you can set up SMS notifications for Degraded alerts and receive push notifications and emails for Critical alerts. View the image below for an example of how you can set up notifcations.

NotifCenter5

Alert source

Alert sources are where your alerts are coming from. These sources are DPC, Radar, Reporting, Workflow, Accounting, Service Monitoring or Other.

Alert states

Alerts have four stages that can be changed by a user. Those are:

·New: The notification has entered the system and has not been looked into by any user.

·Acknowledged: The notification has been opened by a user.

·In progress: A user is investigating the notification.

·Closed: The notification has been investigated.

To change an alert level, click on a notification as described above, and click on either Acknowledge alert, Set in progress or Mark as closed.

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