Reports Interface

This section describes the primary components in the Reports interface.

To open the Reports interface, click Reports in the Netskope admin console. The first time you access reports, you will see the following screen. Subsequent log ins, you will see the main reports list page. 

To view the template library, click the Checkout the Template Library tile. To create a a new report, click the Create a New Report from scratch tile. Select how the information in the report is formatted in the report. You can use predefined parameters to create reports, or create custom queries to collect specific data about your cloud app usage. A variety of widgets can be added to a single report.

Reports Overview

These are the elements that make up the Reports Overview page.

1. Click New Dashboard to create a new dashboard in your Personal folder.
2. Click Start from a Template to open the Netskope Library with predefined dashboards.
3. Click Resources to open the Advanced Analytics training resources (Netskope Academy) and UI-based tutorials.
4. Click the Recent tab view recently created dashboards.
5. Type in the global search to search all dashboards, widgets, and folders accessible to the user roles.
6. Dropdown and click +Add Saved View to bookmark custom dashboards in the Overview page.

What’s in a Report?

Each report has a template, ad hoc run, and historical runs available.

Sharing Reports

You can share reports with specific report admins, all report admins, or regular users. Note, sharing with regular users, must be set up through Historical Runs.

Where Can I Find My Reports?

All reports are in the main reports list page under two tabs, Created by Me and Shared with Me.

To view, edit, or manage an existing report, click the Created By Me header in the Reports list page. Optionally, click Shared With Me to view reports that were not created by you but shared with you. Clone these reports so you can edit and they will appear in the Created By Me list. 

Each report in the list provides the following actions:

Type a report name to search for reports in the field at the top of the reports list page.

Click +New Report Group to label a common or logical group of reports for easy access. For example, if you have different business units or worldwide locations, you can create a group of reports to automatically run on a schedule based on each business unit’s reporting requirements. Report groups can only be reports created or cloned by you. 

Additionally, you can rename, delete, or delete group and reports for any report that you have created or cloned. You can also share a report to an email distribution list or an individual.

All reports that are not in groups created by you are listed in the Ungrouped Reports section at the bottom.