You see the supported reporting categories in the Report Templates window. Each category has a link. Click the link to view the supported reports for that category.

Each tile represents a template, provides report information, and includes links you can use to generate a report. Decide which template you want to use to generate your report. Each tile includes icons for PDF, CSV, Tableau Data Extract (TDE), or JSON file types.

A Preview window appears. Use the sidebar to scroll and review the entire sample report. The sample report includes

• applied filters (data filters that are used in building the report,

• data metrics and summaries,

• graphical representations of the data, such as line graphs, bar graphs, and pie graphs, and

• tables that help you analyze data.

The Generate window allows you to choose a format type for the report, apply data filters for your reports, and set up schedules for report generation.

The Template consists of the individual report types within the categories for the release. Review an autogenerated sample in the same window.

Enter a report name in the Report Name field and click the Scope field to display the available filter. Select the filter options for your report.

Click Next to proceed to the Select File Type.

The available File Type options for reports vary depending on the report you are creating.

• PDF

• CSV

• Tableau Data Extract

• JSON

For the CSV, JSON, and Tableau Data Extract file types, use the Fields option to select attributes for the CSV, JSON, and Tableau Data Extract results.

• None: No email or webhook notifications are sent.

• Email Report: Receive the email report as a link or attachment.

  Note	If you have not yet configured an SMTP server for the emails, you are prompted to configure one. Follow the prompts to the Email tab in the GUI to configure an SMTP server. Choose System > Settings > External Services > Destinations > Email.

  • Link: The email notification of a successfully compiled report has a link back to itself and the Generated Reports window under Reports. You can view and download the report from this link and location.

    Note

    Email notifications with embedded links to reports support up to 20 email addresses. To add multiple email addresses, you need to add each email address separately and press Enter (on your keyboard) after each addition. Catalyst Center platform validates the email addresses and notifies you if the syntax is incorrect.

  • Attachment: The Report is attached to the email notification.

    Note

    PDF reports support email notification attachments of up to 20 MB in size and up to 10 email addresses. To add multiple email addresses, you need to add each email address separately and press Enter (on your keyboard) after each addition. Catalyst Center platform validates the email addresses and notifies you if the syntax is incorrect.

  Catalyst Center sends these email notifications for the report:

  • Report is in the queue waiting to be processed.

  • Report processing is in progress.

  • Report has successfully been compiled and is completed.

  To reduce the number of notifications, you can uncheck the check boxes, as desired.

• Webhook Notification: Notification is sent as a webhook to the configured webhook URL address (callback URL). Select a webhook from the drop-down list (Subscription Profile field).

  Note	If you have not yet created a webhook, you are prompted to create one. Follow the prompts to the Webhook tab in the GUI to configure a webhook. In general, to configure a webhook, choose System > Settings > External Services > Destinations > Webhook.

  You receive status updates for the report as webhook notifications such as 'In Queue', 'In Progress', and 'Success'. You can also view these notifications in the GUI.

Click Generate Report to start generating the report.

After you generate the report, a success window opens.

The Generated Reports window shows instance details of the scheduled report.

You can download, review, edit, duplicate, or delete the report in the Generated Reports window. For more information, see Manage generated reports.

The Report Templates window, you can view the reporting categories. Each category is shown as a clickable link. Click the link for the category you want to review supported reports.

Each report template is shown as a tile with report information and links for generating reports. Select the template you want to use.

When the sample report appears, use the sidebar to scroll through it.

The Generate window lets you choose the report format, apply data filters, and schedule report generation.

To skip this screen in the future, check the Don't show this to me again check box.

You can review an auto-generated sample in the same window.

Enter a name in the Report Name field, then click Scope to show the available filters. Select the filter options for the report and choose a Time Range.

Depending on the report, these File Type options may be available:

• PDF

• CSV

• Tableau Data Extract

• JSON

For the CSV, JSON, and Tableau Data Extract file types, the Fields option lets you select attributes for CSV, JSON, and Tableau Data Extract results.

• None: No email or webhook notifications are sent.

• Email Report: Email report is sent as a link or attachment.

  Note	If you have not yet configured an SMTP server for the emails, you are prompted to configure one. Follow the prompts to the Email tab in the GUI to configure an SMTP server. Choose System > Settings > External Services > Destinations > Email.

  • As a Link: The email notification of a successfully compiled report has a link back to itself and the Generated Reports window under Reports. You can view and download the report from this link and location.

    Note

    Email notifications with embedded links to reports support up to 20 email addresses. To add multiple email addresses, you need to add each email address separately and press Enter (on your keyboard) after each addition. Catalyst Center platform validates the email addresses and notifies you if the syntax is incorrect.

  • As an Attachment: Report is attached to the email notification.

    Note

    PDF reports support email notification attachments of up to 20 MB in size and up to 10 email addresses. To add multiple email addresses, you need to add each email address separately and press Enter (on your keyboard) after each addition. Catalyst Center platform validates the email addresses and notifies you if the syntax is incorrect.

  Catalyst Center sends these email notifications for the report:

  • Report is in the queue waiting to be processed.

  • Report processing is in progress.

  • Report has successfully been compiled and is completed.

  To reduce the number of notifications, clear the check boxes you do not wish to use.

• Webhook Notification: Notification is sent as a webhook to the configured webhook URL address (callback URL). Choose a webhook from the drop-down list (Subscription Profile field).

  Note	If you have not yet created a webhook, you are prompted to create one. Follow the prompts to the Webhook tab in the GUI to configure a webhook. In general, to configure a webhook, choose System > Settings > External Services > Destinations > Webhook.

  Catalyst Center sends these status webhook notifications for the report:

  • In Queue

  • In Progress

  • Success

Click Generate Report.

When the report is generated, you see a success window.

The Generated Reports window shows instance details of the report that was scheduled.

Download, review, edit, duplicate, or delete the report in the Generated Reports window. For more information, see Manage generated reports.

The Report Templates window displays the supported reporting categories. Each category is represented by a link. Click the link to view the available reports for that category.

Each template appears as a tile that contains information about the report and provides links to generate it. Choose the template that best fits your reporting needs.

A window appears containing the sample report. Use the sidebar in the window to review the sample report.

To skip this screen in the future, check the Don't show this to me again check box.

Select the Template from the drop-down lists.

You can review an auto-generated sample in the same window.

Enter a report name in the Report Name field. Click in the Scope field to display the available filter. Select the filter options for the report. Choose the Time Range.

Click Next.

Catalyst Center displays these File Type options for the Audit Log report type:

• CSV

• JSON

For the CSV and JSON file types, select attributes using the Fields option.

• None: No email notifications or webhook notifications are sent.

• Email Report: The email report is sent as a link or attachment.

  Note	If you have not yet configured an SMTP server for the emails, you are prompted to configure one. Follow the prompts to the Email tab in the GUI to configure an SMTP server. Choose System > Settings > External Services > Destinations > Email.

  • Link: The email notification of a successfully compiled report has a link back to itself and the Generated Reports window under Reports. You can view and download the report from this link and location.

    Note

    Email notifications with embedded links to reports support up to 20 email addresses. To add multiple email addresses, you need to add each email address separately and press Enter (on your keyboard) after each addition. Catalyst Center platform validates the email addresses and notifies you if the syntax is incorrect.

  • Attachment: Report is attached to the email notification.

    Note

    PDF reports support email notification attachments of up to 20 MB in size and up to 10 email addresses. To add multiple email addresses, you need to add each email address separately and press Enter (on your keyboard) after each addition. Catalyst Center platform validates the email addresses and notifies you if the syntax is incorrect.

  Catalyst Center sends these email notifications for the report:

  • Report is in the queue waiting to be processed.

  • Report processing is in progress.

  • Report has successfully been compiled and is completed.

  To reduce the number of notifications, you can uncheck the check boxes as needed.

• Webhook Notification: Notification is sent as a webhook to the configured webhook URL address (callback URL). Select a webhook from the drop-down list in the Subscription Profile field.

  Note	If you have not yet created a webhook, you are prompted to create one. Follow the prompts to the Webhook tab in the GUI to configure a webhook. In general, to configure a webhook, choose System > Settings > External Services > Destinations > Webhook.

  You will receive status webhook notifications for the report. For example, you will receive "In Queue," "In Progress," and "Success" webhook notifications. You will also be able to view these notifications in the GUI.

Click Generate Report.

A success window appears after the report is generated.

The Generated Reports window shows instance details of the report that was scheduled.

You can download, review, edit, duplicate, or delete the report in the Generated Reports window. For more information about managing generated reports, see Manage generated reports.

The Report Templates window displays the reporting categories. Each category is represented by a link. Select a link to view reports in that category.

Each template appears as a tile with information about the report and links for generating a report. To generate a report, select a template.

A window appears showing the sample report. To view the complete report, use the sidebar to scroll. Some client reports include this data:

• Applied filters (data filters that were used to build the report).

• Data metrics and summaries.

• Graphical representation of the data (including line, bar, and pie graphs).

• Tables that assist you in analyzing the data.

In the Generate window, select a file format, apply data filters, and schedule when to generate the report.

To skip this screen in the future, check the Don't show this to me again check box.

Select the Template from the drop-down lists.

You can review an auto-generated sample in the same window.

Enter a report name in the Report Name field and click in the Scope field to display the available filter. Select the filter options for the report, and then choose the Time Range.

Select Next.

Depending on the report that you create, these File Type options may be available:

• PDF

• CSV

• Tableau Data Extract

• JSON

For the CSV, JSON, and Tableau Data Extract file types, a Fields option lets you select attributes (additional fields) for the CSV, JSON, and Tableau Data Extract results.

• None: No email or webhook notifications sent.

• Email Report: Email report is sent as a link or attachment.

  Note	If you have not yet configured an SMTP server for the emails, a prompt appears to configure one. Follow the prompts to the Email tab in the GUI to configure an SMTP server. Choose System > Settings > External Services > Destinations > Email.

  • Link: The email notification of a successfully compiled report has a link back to itself and the Generated Reports window under Reports. You can view and download the report from this link and location.

    Note

    Email notifications with embedded links to reports support up to 20 email addresses. To add multiple email addresses, you need to add each email address separately and press Enter (on your keyboard) after each addition. Catalyst Center platform validates the email addresses and notifies you if the syntax is incorrect.

  • Attachment: Report is attached to the email notification.

    Note

    PDF reports support email notification attachments of up to 20 MB in size and up to 10 email addresses. To add multiple email addresses, you need to add each email address separately and press Enter (on your keyboard) after each addition. Catalyst Center platform validates the email addresses and notifies you if the syntax is incorrect.

  Catalyst Center sends these email notifications for the report:

  • Report is in the queue waiting to be processed.

  • Report processing is in progress.

  • Report has successfully been compiled and is completed.

  Clear the corresponding check boxes to reduce the number of notifications.

• Webhook Notification: Notification is sent as a webhook to the configured webhook URL address (callback URL). Select a webhook from the drop-down list (Subscription Profile field).

  Note	If you have not yet created a webhook, you are prompted to create one. Follow the prompts to the Webhook tab in the GUI to configure a webhook. In general, to configure a webhook, choose System > Settings > External Services > Destinations > Webhook.

  Status webhook notifications are sent for the report. For example, you will receive "In Queue," "In Progress," and "Success" webhook notifications.

Click Generate Report.

After the report is generated, a success window displays.

The Generated Reports window shows instance details of the report that was scheduled.

You can download, review, edit, duplicate, or delete the report in the Generated Reports window. For more information, see Manage generated reports.

The Report Templates window displays the supported reporting categories.

Each template appears as a tile and includes report information and links for report generation.

The sample report window opens. Use the sidebar to scroll and review the entire sample report.

To skip this screen in the future, check the Don't show this to me again check box.

The Setup Report Scope window appears.

Catalyst Center displays these File Type options for the Compliance report type:

• PDF

• CSV

• JSON

For the CSV and JSON file types, a Fields option lets you select attributes for the CSV and JSON results.

• None: No email or webhook notifications sent.

• Email Report: Email report is sent as a link or attachment.

  If an SMTP server is not configured for emails, Catalyst Center prompts you to configure one. Click the link to configure the email destination in System > Settings > External Services > Destinations > Email.

  • As a Link: The email notification of a successful compiled report contains a link back to itself and the Generated Reports page under Reports. You can view and download the report from the provided link.

    Note

    Email notifications with embedded links to reports support up to 20 email addresses. To add multiple email addresses, you must add each email address separately and press Enter (on your keyboard) after each addition. Catalyst Center platform checks the email addresses for correct syntax and sends a notification if there is an error.

  • As an Attachment: Report is attached to the email notification.

    Note

    PDF reports support email notification attachments of up to 20 MB in size and up to 10 email addresses. To add multiple email addresses, you must add each email address separately and press Enter (on your keyboard) after each addition. Catalyst Center platform validates the email addresses and notifies you if the syntax is incorrect.

  Catalyst Center sends these email notifications for the report:

  • Report is in the queue waiting to be processed.

  • Report processing is in progress.

  • Report has successfully been compiled and is completed.

  To reduce the number of notifications, uncheck the relevant check boxes.

• Webhook Notification: Notification is sent as a webhook to the configured webhook URL address (callback URL).

  Note	If a webhook is not created, Catalyst Center prompts you to create one. Click the link to configure a webhook in Webhook tab in System > Settings > External Services > Destinations > Webhook.

  Catalyst Center sends you these status webhook notifications for the report:

  • In Queue

  • In Progress

  • Success

  You can view the event notification status in Platform > Runtime Dashboard > Event Summary.

After the report is generated, a success window appears.

The Generated Reports window opens and displays the instance details of the scheduled report.

You can download the report, review it, edit it, duplicate it, or delete it in the Generated Reports window. For more information, see View Generated Reports.

The Report Templates window displays the supported reporting categories.

Each template is represented by a tile and contains information about the report and links to generate a report.

A window displays the sample report. Use the sidebar to scroll and review the entire sample report.

To skip this screen in the future, check the Don't show this to me again check box.

The Setup Report Scope window appears.

In band refers to configuration changes done by Catalyst Center.

Out Of Band refers to the configuration changes done outside Catalyst Center.

Catalyst Center displays these File Type options for the Configuration Archive report type:

• PDF

• CSV

• JSON

For CSV and JSON file types, you can use the Fields option to select attributes for the results..

• None: No email or webhook notifications sent.

• Email Report: Email report is sent as a link or attachment.

  If an SMTP server is not configured for emails, Catalyst Center prompts you to configure one. Click the link to configure the email destination in System > Settings > External Services > Destinations > Email.

  • As a Link: The email notification of a successful compiled report contains a link back to itself and the Generated Reports page under Reports. You can view and download the report from this link and location.

    Note

    Email notifications with embedded links to reports support up to 20 email addresses. To add multiple email addresses, you must add each email address separately and click Enter (on your keyboard) after each addition. Catalyst Center platform validates the email addresses and notifies you if the syntax is incorrect.

  • As an Attachment: Report is attached to the email notification.

    Note

    PDF reports support email notification attachments of up to 20 MB in size and up to 10 email addresses. To add multiple email addresses, you must add each email address separately and click Enter (on your keyboard) after each addition. Catalyst Center platform validates the email addresses and notifies you if the syntax is incorrect.

  Catalyst Center sends these email notifications for the report:

  • Report is in the queue waiting to be processed.

  • Report processing is in progress.

  • Report has successfully been compiled and is completed.

  To reduce the number of notifications, uncheck the check boxes, as needed.

• Webhook Notification: Notification is sent as a webhook to the configured webhook URL address (callback URL).

  Note	If a webhook is not created, Catalyst Center prompts you to create one. Click the link to configure a webhook in the Webhook tab in System > Settings > External Services > Destinations > Webhook.

  Catalyst Center sends you these status webhook notifications for the report:

  • In Queue

  • In Progress

  • Success

You can view the event notification status in Platform > Runtime Dashboard > Event Summary.

After the report is generated, a success window appears.

The Generated Reports window displays with instance details of the report that was scheduled.

You can download, review, edit, duplicate, or delete the report in the Generated Reports window. For more information, see View Generated Reports.

The Report Templates window opens and displays supported reporting categories as links. Each category appears as a link.

In the Report Templates window, each template appears as a tile. The tile contains information about the report and links for report generation. Choose the template you want to use.

A window opens with the sample report. Use the sidebar to review the complete sample report.

To skip this screen in the future, check the Don't show this to me again check box.

The Setup Report Scope window displays.

Based on your report, Catalyst Center shows several File Type options:

• PDF

• CSV

• Tableau Data Extract

For the CSV and Tableau Data Extract file types, a Fields option allows you to choose attributes (additional fields) for the CSV and Tableau Data Extract results.

In the Schedule Report window, select the schedule for the report.

• None: No email or webhook notifications are sent.

• Email Report: Email report is sent as a link or attachment.

  Follow the prompts to the Email tab in the Catalyst Center GUI to configure an SMTP server.

  If an SMTP server is not configured for emails, Catalyst Center prompts you to configure one.

  • As a Link: The email notification of a successful compiled report contains a link back to itself and the Generated Reports page under Reports. You can view and download the report from this link and location.

    Note	Email notifications with embedded links to reports support up to twenty email addresses. To add multiple email addresses, after each addition, press Enter on your keyboard. Catalyst Center platform checks the email addresses and sends a notification if the syntax is incorrect.

  • As an Attachment: Report is attached to the email notification.

    Note

    PDF reports support email notification attachments of up to 20 MB in size and support up to ten email addresses. To add multiple email addresses, you must add each email address separately and press Enter (on your keyboard) after each addition. Catalyst Center platform validates the email addresses and notifies you if the syntax is incorrect.

Catalyst Center sends these email notifications for the report:

• Report is in the queue waiting to be processed.

• Report processing is in progress.

• Report been has successfully compiled and is completed.

To reduce the number of notifications, clear the check boxes as needed.

• Webhook Notification: Notification is sent as a webhook to the configured webhook URL address (callback URL).

Catalyst Center sends you these status webhook notifications for the report:

• In Queue

• In Progress

• Success

You can view these notifications in the GUI.

After the report is generated, a success window appears.

The Generated Reports window displays with instance details of the report that was scheduled.

You can download, review, edit, duplicate, or delete the report in the Generated Reports window. For more information, see View Generated Reports.

The Report Templates window displays the supported reporting categories. Each category appears as a link. Click a link to view the reports supported for that category.

Each template appears as a tile containing report information and links for generating a report. Select your template to generate a report. The tile contains icons that represent the supported file types for the reports.

A sample report appears in the window. Use the sidebar to scroll and review the report data.

• Data metrics and summaries.

• Graphical representations of the data, including line graphs, bar graphs, and pie charts.

• Tables that assist you in analyzing the data.

The Generate window lets you select a format type for the report, apply data filters for your reports, and set up schedules for the actual report generation.

Select the Template from the drop-down list.

You can review an auto-generated sample in the same window.

Click Next.

Enter a report name in the Report Name field. Click Scope to display available filters. Select the filter options for the report. Choose the Time Range.

Click Next.

Depending on the report that you are creating, these File Type options may be available:

• PDF

• CSV

• Tableau Data Extract

• JSON

For the CSV, JSON, and Tableau Data Extract file types, a Fields option lets you select attributes (additional fields) for the CSV, JSON, and Tableau Data Extract result files.

Click Next.

• None: No email or webhook notifications sent.

• Email Report: Email report is sent as a link or attachment.

  Note	If you have not yet configured an SMTP server for the emails, you are prompted to configure one. Follow the prompts to the Email tab in the GUI to configure an SMTP server. Select System > Settings > External Services > Destinations > Email.

  • Link: The email notification of a successfully compiled report has a link back to itself and the Generated Reports window under Reports. You can view and download the report from this link and location.

    Note

    Email notifications with embedded links to reports support up to 20 email addresses. To add multiple email addresses, you need to add each email address separately and press Enter (on your keyboard) after each addition. Catalyst Center platform validates the email addresses and notifies you if the syntax is incorrect.

  • Attachment: Report is attached to the email notification.

    Note

    PDF reports support email notification attachments of up to 20 MB in size and up to 10 email addresses. To add multiple email addresses, you need to add each email address separately and press Enter (on your keyboard) after each addition. Catalyst Center platform validates the email addresses and notifies you if the syntax is incorrect.

  Catalyst Center sends these email notifications for the report:

  • Report is in the queue waiting to be processed.

  • Report processing is in progress.

  • Report has successfully been compiled and is completed.

  To reduce the number of notifications, you can clear the check boxes, as needed.

• Webhook Notification: Notification is sent as a webhook to the configured webhook URL address (callback URL). Select a webhook from the drop-down list (Subscription Profile field).

  Note	If you have not yet created a webhook, you are prompted to create one. Follow the prompts to the Webhook tab in the GUI to configure a webhook. In general, to configure a webhook, choose System > Settings > External Services > Destinations > Webhook.

  You will receive status webhook notifications for the report. For example, you will receive "In Queue," "In Progress," and "Success" webhook notifications. You will also be able to view these notifications in the GUI.

Click Next.

Click Generate Report.

After the report is generated, a success window appears.

The Generated Reports window shows instance details of the report that was scheduled.

You can download, review, edit, duplicate, or delete the report in the Generated Reports window. For more information, see Manage generated reports.

The Report Templates window displays the available reporting categories. A link represents each category. Click a link to view the supported reports in that category.

Each template is represented by a tile and contains information about the report and links to generate a report. Select the template you want to use to generate a report. Within the tile are icons that represent the supported file types for the reports.

A window appears with the sample report. Use the sidebar in this window to scroll and review the sample report, which displays these details:

• applied filters, which are data filters used to build the report,

• data metrics and summaries,

• graphical representation of the data, including line, bar, and pie graphs, and

• tables that assist you in analyzing the data.

The Generate window lets you select a format type for the report, apply data filters for your reports, and set up schedules for the actual report generation.

You can skip this screen in the future by checking the Don't show this to me again check box.

Select the Template from the drop-down lists.

You can review an auto-generated sample in the same window.

Click Next.

Enter a report name in the Report Name field and click in the Scope field to display the available filter. Select the filter options you want to apply for the report.

Click Next.

Click Next.

• None: No email or webhook notifications sent.

• Email Report: Email report is sent as a link or attachment.

  Note	If you have not yet configured an SMTP server for the emails, you are prompted to configure one. Follow the prompts to the Email tab in the GUI to configure an SMTP server. Choose System > Settings > External Services > Destinations > Email.

  • Link: The email notification of a successfully compiled report has a link back to itself and the Generated Reports window under Reports. You can view and download the report from this link and location.

    Note

    Email notifications with embedded links to reports support up to 20 email addresses. To add multiple email addresses, you need to add each email address separately and press Enter (on your keyboard) after each addition. Catalyst Center platform validates the email addresses and notifies you if the syntax is incorrect.

  • Attachment: Report is attached to the email notification.

    Note

    PDF reports support email notification attachments of up to 20 MB in size and up to 10 email addresses. To add multiple email addresses, you need to add each email address separately and press Enter (on your keyboard) after each addition. Catalyst Center platform validates the email addresses and notifies you if the syntax is incorrect.

  Catalyst Center sends these email notifications for the report:

  • Report is in the queue waiting to be processed.

  • Report processing is in progress.

  • Report has successfully been compiled and is completed.

  To reduce the number of notifications, clear these check boxes, as desired.

• Webhook Notification: Notification is sent as a webhook to the configured webhook URL address, also called a callback URL. Select a webhook from the drop-down list in the Subscription Profile field.

  Note	If you have not yet created a webhook, you are prompted to create one. Follow the prompts to the Webhook tab in the GUI to configure a webhook. In general, to configure a webhook, choose System > Settings > External Services > Destinations > Webhook.

  You will receive status webhook notifications for the report. For example, you will receive "In Queue," "In Progress," and "Success" webhook notifications. You will also be able to view these notifications in the GUI.

Click Next.

Click Generate Report.

After the report is generated, a success window appears.

The Generated Reports window shows instance details of the report that was scheduled.

You can download, review, edit, duplicate, or delete the report in the Generated Reports window. For more information, see Manage generated reports.

The Report Templates window displays the supported reporting categories. Each category appears as a link. Click a link to view only the supported reports for that category.

Each template is represented by a tile. The tile contains information about the report and links that allow you to generate a report. Icons within the tile represent the supported file types for the reports.

A window opens for the sample report. Use the sidebar to scroll and review the sample report. The report includes:

• applied filters (data filters that were used to build the report),

• data metrics and summaries, and

• tables that assist you in analyzing the data.

In the Generate window, select a format type, apply data filters, and set up a report schedule.

To skip this screen next time, check Don't show this to me again.

select the Template from the drop-down lists.

You can review an auto-generated sample in the same window.

Click Next.

In the Report Name field, enter a name for the report. Select the Scope field to display available filters. Select the filter options you want for the report, and then choose the Time Range.

Click Next.

Depending on the report that you are creating, these File Type options may be available:

• PDF

• CSV

• Tableau Data Extract

• JSON

For the CSV, JSON, and Tableau Data Extract file types, a Fields option lets you select attributes (additional fields) for the CSV, JSON, and Tableau Data Extract results.

Click Next.

Click Next.

• None: No email or webhook notifications sent.

• Email Report: Email report is sent as a link or attachment.

  Note	If you have not configured an SMTP server for the emails, you are prompted to configure one. Follow the prompts to the Email tab in the GUI to configure an SMTP server. Choose System > Settings > External Services > Destinations > Email.

  • Link: The email notification of a successfully compiled report has a link to the report and to the Generated Reports window under Reports. You can view and download the report from this location.

    Note

    Email notifications with embedded links to reports support up to 20 email addresses. To add multiple email addresses, you need to add each email address separately and press Enter (on your keyboard) after each addition. Catalyst Center platform validates the email addresses and notifies you if the syntax is incorrect.

  • Attachment: Report is attached to the email notification.

    Note

    PDF reports support email notification attachments of up to 20 MB in size and up to 10 email addresses. To add multiple email addresses, you need to add each email address separately and press Enter (on your keyboard) after each addition. Catalyst Center platform validates the email addresses and notifies you if the syntax is incorrect.

  Catalyst Center sends these email notifications for the report:

  • Report is in the queue waiting to be processed.

  • Report processing is in progress.

  • Report has successfully been compiled and is completed.

  To reduce the number of notifications, you can clear these check boxes, as desired.

• Webhook Notification: Notification is sent as a webhook to the configured webhook URL address (callback URL). Select a webhook from the drop-down list (Subscription Profile field).

  Note	If you have not yet created a webhook, you are prompted to create one. Follow the prompts to the Webhook tab in the GUI to configure a webhook. In general, to configure a webhook, choose System > Settings > External Services > Destinations > Webhook.

  You receive status webhook notifications for the report, for example, In Queue, In Progress, and Success. You are also able to view these notifications in the GUI.

Click Next.

Click Generate Report.

After the report is generated, a success window appears.

The Generated Reports window shows the instance details of the report that was scheduled.

In the Generated Reports window, you can download, review, edit, duplicate, or delete the report. For more information, see Manage generated reports.

The Report Templates window displays the supported reporting categories. Each category is represented by a link. Click a link to view only the supported reports for that category.

Each template is represented by a tile. The tile contains information about the report and provides links to configure or generate a report. Determine which template you want to use to generate a report. Within the tile are icons that represent the supported file types for the reports.

A window shows the sample report. Use the sidebar to review the sample report. The sample report displays:

• applied filters, the data filters that were used to build the report,

• data metrics and summaries,

• graphical representation of the data (including line, bar, and pie graphs), and

• tables that assist you analyze the data.

The Generate window lets you select a format type for the report, apply data filters for your reports, and set up schedules for the actual report generation.

Select a template from the drop-down menus.

You can review an autogenerated sample in the same window.

Click Next to open the Setup Report Scope window.

Enter a report name in the Report Name field and click the Scope field to show the available filters. Click the filter options you want for the report. Then select the Time Range.

Click Next to open the Select File Type window.

Depending on the report that you are creating, these File Type options may be available:

• PDF

• CSV

• Tableau Data Extract

• JSON

For the CSV, JSON, and Tableau Data Extract file types, use the Fields option to select attributes for your results.

Click Next to open the Schedule Report window.

Click Next to open the Delivery and Notification window.

• None: No email or webhook notifications are sent.

• Email Report: Email report is sent as a link or attachment.

  Note	If you have not yet configured an SMTP server for the emails, you are prompted to configure one. Follow the prompts to the Email tab in the GUI to configure an SMTP server. Choose System > Settings > External Services > Destinations > Email.

  • Link: The email notification of a successfully compiled report will have a link back to itself and the Generated Reports window under Reports. You can view and download the report from this link and location.

    Note

    Email notifications with embedded links to reports support up to 20 email addresses. To add multiple email addresses, you need to add each email address separately and press Enter (on your keyboard) after each addition. Catalyst Center platform validates the email addresses and notifies you if the syntax is incorrect.

  • Attachment: Report is attached to the email notification.

    Note

    PDF reports support email notification attachments of up to 20 MB in size and up to 10 email addresses. To add multiple email addresses, you need to add each email address separately and press Enter (on your keyboard) after each addition. Catalyst Center platform validates the email addresses and notifies you if the syntax is incorrect.

  Catalyst Center sends the appropriate email notifications for the report:

  • Report is in the queue waiting to be processed.

  • Report processing is in progress.

  • Report has successfully been compiled and is completed.

  To reduce the number of notifications, you can uncheck the check boxes, as desired.

• Webhook Notification: Notification is sent as a webhook to the configured webhook URL address (callback URL). Select a webhook from the drop-down menu (Subscription Profile field).

  Note	If you have not yet created a webhook, you are prompted to create one. Follow the prompts to the Webhook tab in the GUI to configure a webhook. In general, to configure a webhook, choose System > Settings > External Services > Destinations > Webhook.

  You will receive status webhook notifications for the report. For example, you will receive "In Queue," "In Progress," and "Success" webhook notifications. You will also be able to view these notifications in the GUI.

Click Next to open the Summary window.

Click Generate Report.

After you generate the report, a success window appears.

The Generated Reports window shows instance details of the report that was scheduled.

You can download, review, edit, duplicate, or delete the report in the Generated Reports window. For more information, see Manage generated reports.

The Report Templates window displays the supported reporting categories. A link represents each category. Click a link to see the supported reports in that category.

Each template is represented by a tile. Each tile displays information about the report and links for generating a report. Choose the template you want to use to generate a report. Icons in each tile show the supported file types for reports.

A window displays the sample report. Use the sidebar to review its contents. The sample report displays:

• applied filters, which are the data filters used to build the report,

• data metrics and summaries,

• graphical representation of the data (including line, bar, and pie graphs), and

• tables that help you analyze the data.

The Generate window lets you select a format type for the report, apply data filters for your reports, and set up schedules for the actual report generation.

Select the Template from the drop-down list.

You can review an auto-generated sample in the same window.

Click Next to proceed to the Setup Report Scope window.

Enter a report name in the Report Name field and click the Scope field to display the available filters. Select the options you want for the report, and then select the Time Range.

Click Next to open the Select File Type window.

The available File Type options depend on the report that you are creating:

• PDF

• CSV

• Tableau Data Extract

• JSON

For the CSV, JSON, and Tableau Data Extract file types, you can use the Fields option to select additional attributes for the output.

Click Next to open the Schedule Report window.

Click Next.

• None: No email or webhook notifications sent.

• Email Report: Email report is sent as a link or attachment.

  Note	If you have not yet configured an SMTP server for the emails, you are prompted to configure one. Follow the prompts to the Email tab in the GUI to configure an SMTP server. Choose System > Settings > External Services > Destinations > Email.

  • Link: The email notification of a successfully compiled report has a link back to itself and the Generated Reports window under Reports. You can view and download the report from this link and location.

    Note

    Email notifications with embedded links to reports support up to 20 email addresses. To add multiple email addresses, you need to add each email address separately and press Enter (on your keyboard) after each addition. Catalyst Center platform validates the email addresses and notifies you if the syntax is incorrect.

  • Attachment: Report is attached to the email notification.

    Note

    PDF reports support email notification attachments of up to 20 MB in size and up to 10 email addresses. To add multiple email addresses, you need to add each email address separately and press Enter (on your keyboard) after each addition. Catalyst Center platform validates the email addresses and notifies you if the syntax is incorrect.

  Catalyst Center sends these email notifications for the report:

  • Report is in the queue waiting to be processed.

  • Report processing is in progress.

  • Report has successfully been compiled and is completed.

  To reduce the number of notifications, uncheck the check boxes, as desired.

• Webhook Notification: Notification is sent as a webhook to the configured webhook URL address (callback URL). Select a webhook from the drop-down list in the Subscription Profile field.

  Note	If you have not yet created a webhook, you are prompted to create one. Follow the prompts to the Webhook tab in the GUI to configure a webhook. To configure a webhook, choose System > Settings > External Services > Destinations > Webhook.

  You will receive status webhook notifications for the report. For example, you will receive 'In Queue', 'In Progress', and 'Success' webhook notifications.

Click Next to open the Summary window.

Click Generate Report.

After the report is generated, a success window appears.

The Generated Reports window shows instance details of the report that was scheduled.

In the Generated Reports window, you can download, review, edit, duplicate, or delete the report. For more information, see Manage generated reports.

The Usage Insights window shows these details.

• SAVINGS: displays the time and cost saved on network operation with Catalyst Center for a selected time range.

• ROI Insights: lists the ROI Insights report which you create based on the report features, time saved, cost saved, usage KPIs, traditional NMS time, and actions.

• Savings Trends: displays the savings trend of Cost and Time for an ROI Insights report.

  Note	The Savings Trends area appears only if the selected time range is more than a month.

• Traditional NMS: Average time to detect and resolve an issue in the network without Catalyst Center.

• Catalyst Center: Average time to detect and resolve an issue in the network with Catalyst Center.

The Customize ROI Insights area shows the preconfigured Average Cost per IT Staff, Currency, Number of IT Staff, and Average Annual Hours Worked.

The Calculation Details window shows how to calculate Time Saved and Cost Saved.

The supported file types for the reports are PDF and CSV files.

In the Report Templates window, you see the available report categories. Each category appears as a link. Click the link for the report category you want to view

Each template appears as a tile that contains information about the report and links to generate a report. Within the tile are icons that represent the supported file types for the reports.

A window appears displaying the sample report. Use the sidebar to scroll and review the full report. The report data includes:

• applied filters used to build the report,

• data metrics and summaries, and

• tables that assist you in analyzing the data.

The Generate window lets you select a format type for the report, apply data filters for your reports, and set up schedules for the actual report generation.

Select the Template from the drop-down list.

You can review an auto-generated sample in the same window.

Click Next.

Enter a report name in the Report Name field. Click in the Scope field to display the available filter. Choose the filter options you want for the report. Select the Time Range.

Click Next.

Depending on the report that you are creating, these File Type options may be available:

• PDF

• CSV

• Tableau Data Extract

• JSON

For the CSV, JSON, and Tableau Data Extract file types, a Fields option lets you select attributes (additional fields) for the CSV, JSON, and Tableau Data Extract results.

Click Next.

Click Next.

• Email Report: You receive the email report as a link or attachment.

  Note	If you have not yet configured an SMTP server for the emails, you are prompted to configure one. Follow the prompts to the Email tab in the GUI to configure an SMTP server. Choose System > Settings > External Services > Destinations > Email.

  • Link: The email notification includes a link so you can access the report and open the Generated Reports window under Reports. You can view and download the report from this link and location.

    Note

    Email notifications with embedded links to reports support up to 20 email addresses. To add multiple email addresses, you need to add each email address separately and press Enter (on your keyboard) after each addition. Catalyst Center platform validates the email addresses and notifies you if the syntax is incorrect.

  • Attachment: Report is attached to the email notification.

    Note

    PDF reports support email notification attachments of up to 20 MB in size and up to 10 email addresses. To add multiple email addresses, you need to add each email address separately and press Enter (on your keyboard) after each addition. Catalyst Center platform validates the email addresses and notifies you if the syntax is incorrect.

  Catalyst Center sends these email notifications for the report:

  • Report is in the queue waiting to be processed.

  • Report processing is in progress.

  • Report has successfully been compiled and is completed.

  To reduce the number of notifications, uncheck the check boxes, as desired.

• Webhook Notification: Notification is sent as a webhook to the configured webhook URL address (callback URL). Select a webhook from the drop-down list (Subscription Profile field).

  Note	If you have not yet created a webhook, you are prompted to create one. Follow the prompts to the Webhook tab in the GUI to configure a webhook. In general, to configure a webhook, choose System > Settings > External Services > Destinations > Webhook.

  You receive status webhook notifications for the report, such as 'In Queue,' 'In Progress,' and 'Success.' You can also view these notifications in the GUI.

Click Next.

Click Generate Report to create the report.

After you generate the report, a success window appears.

The Generated Reports window shows instance details of the report that was scheduled.

You can download, review, edit, duplicate, or delete the report in the Generated Reports window. For more information, see Manage generated reports.

The Report Templates window displays the supported reporting categories. Each category is represented by a link. Click a link to view supported reports for that category.

Each template appears as a tile. The tile contains information about the report and provides links to generate a report. Within the tile are icons that represent the supported file types for the reports.

A window appears and shows the sample report. Use the sidebar to scroll and review the entire report. The sample report shows:

• applied filters, which contains data filters that were used to build the report,

• data metrics and summaries, and

• tables that assist you in analyzing the data.

The Generate window lets you select a format type for the report, apply data filters for your reports, and set up schedules for the actual report generation.

If you do not want to see this screen again, select the Don't show this to me again check box.

Select the Template from the drop-down lists.

You can review an auto-generated sample in the same window.

Click Next.

Enter a report name in the Report Name field. Click the Scope field to display available filters. Choose the filter options you want for the report, and select the Time Range.

Click Next.

Depending on the report you are creating, these File Type options may be available:

• PDF

• CSV

• Tableau Data Extract

• JSON

For the CSV, JSON, and Tableau Data Extract file types, a Fields option lets you select attributes for the CSV, JSON, and Tableau Data Extract results.

Click Next.

Click Next.

• None: No email or webhook notifications are sent.

• Email Report: The email report is sent as a link or attachment.

  Note	If you have not yet configured an SMTP server for the emails, you are prompted to configure one. Follow the prompts to the Email tab in the GUI to configure an SMTP server. Choose System > Settings > External Services > Destinations > Email.

  • Link: A successfully compiled report notification includes a link back to itself and to the Generated Reports window under Reports. You can view and download the report from this link and location.

    Note

    Email notifications with embedded links to reports support up to 20 email addresses. To add multiple email addresses, you need to add each email address separately and press Enter (on your keyboard) after each addition. Catalyst Center platform validates the email addresses and notifies you if the syntax is incorrect.

  • Attachment: The email notification includes the report as an attachment.

    Note

    PDF reports support email notification attachments of up to 20 MB in size and up to 10 email addresses. To add multiple email addresses, you need to add each email address separately and press Enter (on your keyboard) after each addition. Catalyst Center platform validates the email addresses and notifies you if the syntax is incorrect.

  Catalyst Center sends these email notifications for the report:

  • Report is in the queue waiting to be processed.

  • Report processing is in progress.

  • Report has successfully been compiled and is completed.

  To reduce the number of notifications, you can uncheck the check boxes, as desired.

• Webhook Notification: Notification is sent as a webhook to the configured webhook URL address (callback URL). Select a webhook from the drop-down list (Subscription Profile field).

  Note	If you have not yet created a webhook, you are prompted to create one. Follow the prompts to the Webhook tab in the GUI to configure a webhook. In general, to configure a webhook, choose System > Settings > External Services > Destinations > Webhook.

  You will receive status messages as webhook notifications for the report. For example, you will receive status webhook notifications stating 'In Queue,' 'In Progress,' and 'Success.

Click Next.

Click Next.

After the report is generated, a success window appears.

The Generated Reports window shows instance details of the report that was scheduled.

You can download, review, edit, duplicate, or delete the report in the Generated Reports window. For more information, see Manage generated reports.

The Name Your Report and Select a Time Range for this Report window appears.

In this release, the Select an entity drop-down list includes these options:

• Network Device

• PoE

• AP

• SWIM

• Client

• AP Ethernet Interface

The Report Type options available are:

• Trend

• Summary

• Top N

• Distribution

Select the filter criteria for the chosen report type.

For example, for a Trend report type, select Trending Interval from the drop-down list.

Select attributes in the Attributes available for this report type area.

You can configure groups based on the group-by, sort-by, and aggregate options available for each attribute.

• Select Configure Group By.

  Note	Configure Group By is required or optional based on the chosen report type.

• Select Aggregate Options for each of the supported attributes from the drop-down list.

• In Configure Sorting Option, you can select either Target Attributes or Sort Type for each subreport, and then select respective options from the drop-down list.

The Filters for the Current Subreport window appears.

• Select a filter option from the drop-down list and set corresponding filter values.

  Check the Apply this filter for the entire report check box, if necessary.

• Configure the field filters available for the report.

  Select a filter from the drop-down list. Based on the selection, configure the Operator and Value options, or select a range, and then select the corresponding Unit.

  Note	In this release, the operator-based filter options are available for the Client, AP and Network Device entities.

The Would you like to add another Subreport window opens.

In the Subreports Created area, you can edit the parameters of any subreport, if necessary.

Click Next.

• Select the schedule for the report.

• Select the output file format.

  Note	In this release, the supported report file format is CSV. The flexible report allows you to generate or view separate CSV files for each subreport, or download or view related subreports together as a ZIP file.

• Select the delivery mechanism for the report.

  Note	You can configure Integration Settings using the link available to enable delivery options.

  The report delivery options include:

  • None: You can select to only view the report.

  • Email Report: Email report is sent as a link or attachment.

    Note	If you have not yet configured an SMTP server for the emails, you are prompted to configure one. Follow the prompts to the Email tab in the GUI to configure an SMTP server. Choose System > Settings > External Services > Destinations > Email.

  • Webhook Notification: Notification is sent as a webhook to the configured webhook URL address (callback URL). Select a webhook from the drop-down list (Subscription Profile field).

    Note	If you have not yet created a webhook, you are prompted to create one. Follow the prompts to the Webhook tab in the GUI to configure a webhook. In general, to configure a webhook, choose System > Settings > External Services > Destinations > Webhook.

    Catalyst Center sends these status webhook notifications for the report:

    • In queue

    • In progress

    • Success

  You can also view these notifications in the GUI.

In the Summary window, you can review the subreports and edit the parameters, if necessary.

After you generate the report, a success window appears with these options:

• Create Another Flexible Report

• View the Generated Reports

The Generated Reports window shows details of the new flexible report.

You can download, review, edit, duplicate, or delete the report in the Generated Reports window. For more information, see Manage generated reports.

This information is shown:

• Report Name: Name of the report.

  If you did not name the report, the system assigns a default name that includes the report type, date, and time.

  Note	To view a report, click the report name link in the Generated Reports window. To download a report, click Download.

• Schedule: One-time generated report or recurring report. Also shown is a brief description of the schedule that generated the report.

• Last Run: Displays report execution status and details. The possible report execution status types include those that are:

  • Not Initiated: Report scheduled but not yet started.

  • In Queue: Report scheduled and in the processing queue to be executed.

  • In Progress: Report currently being executed.

  • Completed: Report execution completed displaying the date and time.

    Click the downward-pointing arrow icon to download the last generated report.

  • Expired: Report expired and no longer available in Catalyst Center.

  • Error: Report execution failed.

• Reports: The number of generated reports, up to seven.

  Hover the mouse pointer over the displayed report number to see View Report List. Click View Report List to open a dialog box listing all report executions and their status (Not Initiated, In Queue, In Progress, Completed, Expired, and Error). The dialog box also shows a Download button to download a copy. Click Error to view any errors or warnings for the report execution.

  Important

  Catalyst Center retains a total of seven reports. Specifically, it retains the last seven executed reports and the last seven executed over the last seven days. For example, if you run eight reports in a single day, only the most recent seven reports remain. If you schedule one report per day, only the seven most recent daily reports are kept. You can export reports in various formats and archive them to a safe location.

• Format: File format type, such as PDF or CSV.

• Template Category: Type of report based on the catalog options (Client, Executive Summary, SWIM, or Inventory).

• Report Template: Template used when generating the report.

• Actions: List of tasks you can perform with the reports.

To filter downloads in the GUI, click the Filter icon and use the filter or enter a keyword in the Find field.

• View Config: Opens a window where the configured parameters for the report are displayed (including the schedule). You can review the configured report parameters in this window. You cannot make any changes to the report configuration in this read-only window. If you must edit the configuration, click Edit. You can both view and edit a report configuration by clicking Edit.

• Edit: Opens a window where configured parameters for the report are displayed (including the schedule). You can review the parameters and also edit them in this window. Click Save after making any edits to the report.

  Important

  After you edit and update the report configuration, any future report executions reflect this new configuration. This is important if reports are being generated on a reoccurring schedule. Also, if you edit and update a report configuration, all the previous reports in Catalyst Center will be deleted. The GUI displays a warning about the deletion when clicking Save. Click Save to delete all previous reports, even if you do not make any changes to the configuration.

• Duplicate: Opens the Duplicate window, where you can either view or configure the parameters for the report. Click Generate Report to generate the report again.

  Note	To create a new report based on the configuration of an existing report, use Duplicate and modify the settings. The original report and its settings remain unchanged. To replace an existing report, use View Config and Edit .

• Run Now: Starts the process to execute the report. After the report runs successfully, a message confirms the successful execution.

  Note	If you try to run a report and seven reports already exist, the GUI warns you that only the last seven reports are saved. Use Run Now to generate a report outside the report schedule.

• Delete: Deletes the report. You are prompted to confirm the action before the report is deleted.