Reports & Templates

You can access the Reports & Templates page by clicking in the left main menu of the interface. This page contains the Reports and Templates tabs. Since a report always uses a graphical content template, create the template first.

Creating Templates

1 Select the Templates tab.
2 Click
3 Enter the Template Name and an optional Description.
4 Select the Widgets to be included in your template. The available categories are Application Overview, SaaS Applications, Site Overview and WAN Overview.

For each category, select any widget(s) from the list and validate through Create Template.

Note: there are two predefined templates, Application Overview and Site Overview, that you can use right away without creating any new template if their graphical content suits your needs.

Viewing Generated Templates

All your created templates and the two predefined templates are listed with the following information:

Template Name
Template Usage: specifies the number of reports using the template
Last Modified On: creation or modification date and time
Actions: you can
clone () all the templates to create new templates
delete () the templates you have created. The predefined templates provided by ExtremeCloud SD-WAN cannot be deleted
edit () the templates you have created. The predefined templates provided by ExtremeCloud SD-WAN cannot be modified

Use to refresh data display.

Click to download the Templates data as a Template_Overview.csv file.

Creating Reports

1 Select the Reports tab.
2 Click and Continue in the Create Report Flow wizard.
3 Enter the Report Name and an optional Description.
4 Select a template from the list. Its associated widgets are automatically specified.
5 For each category of report widgets, you can define filters by clicking the button. Data display may be filtered by Source Site, Destination Site, Source WAN Service, Destination WAN Service, etc. Select the appropriate elements and click Apply Filters to validate. You can clear the defined filters at any time.
6 Click Next - Report Schedule in the wizard. You can choose to create the report immediately or to schedule it.

If you select 'Create now':

select the Data Range: last 24 hours, yesterday, last week, last month or Custom Range

If you select Custom Range, manually pick your report date/time range.

If you select 'Schedule for later':

select the Data Range: daily, weekly or monthly
select the Report Frequency

Note: you can edit a scheduled report at any time.

7 You may optionally use email notification by adding recipients.
8 The only available format is PDF.
9 Click Next - Report Summary in the wizard and check your report configuration.
10 Validate with Create Report.

Viewing Generated Reports

All the report executions are listed. When the PDF report is available, it is displayed on a sub-line with the following information:

Schedule Type: displays 'Once' for a report created immediately or displays the report frequency for a scheduled (repeated) report
Report Generated Time: creation date and time of the generated report
Status:
report definition: 'Inactive' for Once reports and for Repeated reports where scheduling is deactivated
generated report: 'Report Generated' or 'Report Generation failed'
Actions: you can
download () all the generated reports
delete () all the reports (already generated or not)
edit () scheduled reports