Adding Reports for a Data Source

After you connect to a data source and crawled the data, you can create reports to customize how the data source data is structured. The system creates a default report for your data, and the default report contains the structure of the original data source.

To add a report for the data source, you can create a new report, import a report from Commvault Store or an XML file, or clone an existing report. The report runs based on the default handler for the data source. To create a report based on a custom handler, see Creating a Report for a Data Source Handler.

Before You Begin

  • You must log in to the Web Console with a user who has permission to access Data Cube and create data sources.

    For more information, see Permissions and Associations for Data Cube Users.

  • To create embedded reports, you must have a role that includes the Add Report permission (under Developer Tools) with an association with the CommCell entity, and the Query Datasource permission with an association with the Data Source entity that you will use.

  • You must crawl the data source. See Crawling Data Connections.

Procedure

  1. In a Web browser, log in to the Web Console, and then click Analytics.

  2. In the left pane, click the connector group to view the data sources for that connector.

  3. On the Data Sources (connector) page, in the box of the data source that you want to search, click the name of the data source.

    The default search report appears.

  4. In the upper right of the report page, choose one of the following options:

    • To create a new report, click New Report, and then click Create New Report.

      The Report Builder dashboard appears. The data source is automatically added under Data Sets.

      For instructions about creating reports, see Build Your Own Reports.

    • To import a report, click New Report, and then click Import From File.

      You can import XML files built in Build Your Own Reports or XML files downloaded from Commvault Store.

    • To log on to Commvault Store and download a report, click New Report, and then click Install From Store.

      For information about downloading reports from Commvault Store, see Reports on Commvault Store.

    • To clone the report that you have open on the page, click Clone, enter a report name, and then click Clone.

      The Report Builder dashboard appears. The data source is automatically added under Data Sets.

      For instructions about updating reports, see Build Your Own Reports.

  5. In the Web Console Reports application, deploy the report.

    For information about deploying reports, see Deploying Reports.

Result

On the data source report page, the report is available in the upper left in a collapsed list. To choose a different report, in the upper left beside the name of the report, click the down arrow open_arrow.

To add an additional data source to a report, open the report in the Web Console Reports application, and follow the procedure in Creating Data Cube Data Sets.

Deleting Reports

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