Documentation

Setting up a monitoring report

On the page

Need some help?

Introduction

Supervision reports are used in ServiceNav to visualize or present the status of a computer park at the level of a group of equipment and/or services and for one or more given companies. They will thus enable the necessary measures to be taken to adjust or upgrade the fleet.

This document explains how to configure supervision reports.

 

General principles

Reporting categories

There are 3 categories of reporting depending on the desired use:

  • Customer base for internal use Consolidated reporting of your entire customer base, transmitted internally according to the desired periodicity and means of communication.
  • Customer base for external use Reporting : reporting transmitted externally to each of your customers, according to the desired periodicity and means of communication.
  • Internal park : reporting on your internal assets, transmitted internally according to the desired periodicity and means of communication.

Content Templates

Supervision reports can be defined from the following content templates:

  • Park Details : visualization of equipment and associated services for the selected companies.
  • Current State of the Park : visualization of the current status of the services associated with the selected equipment.
  • Availability analysis : visualization of the availability of user services (service weather) and selected equipment over a given period, with calculation of the evolution of this over the last few months.
  • Performance Analysis : visualization of the availability of the selected equipment over a given period of time as well as the performance of the associated services.
  • Monitoring the consumption of services at peak time : visualization of the selected equipment as well as the performance of the associated services during peak hours.

Supervision reports can be defined at site or client level. Depending on whether the user is a customer or a partner, the types of reports offered are different. A customer will only have access to the reporting category "internal park".

Availability of content templates :

  • Partner:

Company or site
 Customer base for internal useCustomer base for external useInternal park
Park Details
Availability analysis
Performance Analysis
Current state of the park

 

  • Customer
 Client or site
Park Details 
Availability analysis
Performance Analysis
Current state of the park

 

Rights management

A supervision report is defined by a creator at company or site level. It is not inherited by accounts subordinate to the company.

Visibility rules are as follows:

  • Configuration of a supervision report
    All ServiceNav profiles that can access the menu Configuration > Reporting can set up a supervision report.
    All users of a company have access to the definitions of that company's "public" visibility supervision reports. Private" visibility reports are accessible only by their creator.
  • Viewing supervision reports
    All ServiceNav profiles that can access the menu Supervision > Reports can view the list of supervision reports created.
    All users of a company have access to the "public" visibility supervision reports of that company. Private" visibility reports are only accessible by their creator.

View created supervision reports

Supervision reports that have been configured at the client or company level are visible on the page Supervision > Reports.

Each line corresponds to a report for which the following information is displayed:

  • The title of the report
  • Visibility of the report (public/private)
  • The content model used
  • The analysis period
  • The frequency of sending the report
  • The name of the person who created the report
  • The associated sending type
  • The status of the report
  • The last date on which the report was sent

supervision-reports-list

It is also possible to preview a report by clicking on the icon : supervision-reports-preview

 

General configuration of a supervision report

The configuration of the supervision reports is done in the page Configuration > Reporting.

When configuring a report it is possible to preview it by clicking on the button configuration-reporting- preview

Create a supervision report

Click on Add.

The report configuration window opens:

  • Fill in the title of the report
  • Select report visibility
  • Select the type of report (report or dashboard)
  • Select the desired content template

Optionally (depending on the selected content template) :

  • Select the file format of the report
  • Select the report calculation period

configuration-reporting-type reporting

Depending on the selected content template, other tabs appear to define the scope of the report

  • The companies and sites concerned by this report.
  • User services to be included in the report.
  • Equipment to be included in the report.
  • Unit services to be included in the report.

Finally, the Sending Policy tab allows you to set how and when the report is sent.

 

Company/Site tab :

Configuration - Reporting - sites

The Display the sites allows you to define whether you want to display the name of the company's sites in the report. Otherwise only the company name is displayed. This field is present only for some models.

The Select allows you to choose how you want to select the companies/sites to be included in the report :

  • Business Impact allows you to include companies and sites according to their VIP flag.

Configuration - Reporting - Sites - Category

  • By company to manually select the companies and sites to be included in the dashboard.

Configuration - Reporting - Locations - Selection

Hosts tab

This tab allows you to define which hosts will be displayed in the dashboard.

configuration-reporting-report-equipment

The fieldStatus allows you to filter the equipment to be included in the dashboard according to its status (not present for all report models).

Configuration - Reporting - Equipment - Status

  • The equipments are selected according to their criticality, their labels and their categories.
    • Criticality selection
      Configuration - Reporting - Equipment - Criticality
    • Tag selection
      Configuration - Reporting - Equipments - Label
    • Category Selection
      Configuration - Reporting - Equipment - Category

 

Services tab

This tab allows you to define which unit services will be displayed in the report.

Configuration - Reporting - Services

The Status allows you to filter the unit services to be included in the report according to their status.

Configuration - Reporting - Services - Status

The Business impact allows you to filter services to be included according to their criticality.

Configuration - Reporting - Services - Criticality

Finally, service check categories to be included must be specified.

Configuration - Reporting - Services - Category

User Services Tab

This tab allows you to define which user services will be displayed in the report.

configuration-reporting-report-SUT

User services are selected according to their criticality.

Configuration - Reporting - SUT - Criticality

 

Modify a supervision report

To modify a supervision report, click on the title of the report in the list and then modify its configuration as described in the previous chapter.

 

Modify a supervision report

To delete a supervision report, select the relevant supervision reports and click on the trash button.

configuration-reporting-removal

Shipping policy tab

This tab allows you to select and configure the way to send the report.

configuration-reporting-policy sending

There are currently 3 sending methods (some of them may be inactive for some report types):

  • None: the report can be viewed directly from the supervision interface.
  • Messaging: the report will be emailed to one or more contacts.
  • Network sharing: the report will be deposited on a shared folder.

Network sharing

C:UsersjchefdevilleDocumentsconfiguration-reporting-mail-sharing

  1. Informing the path of sharing
  2. Fill in the domain, username and password of the user used to log in on the share
  3. Select the frequency at which to send the report and the time at which it will be generated.

 

Mail

configuration-reporting-sending-mailing-1

configuration-reporting-sending-mailing-2

 

  1. Fill in the sender's e-mail address
  2. Fill in the subject of the email
  3. Fill in the body of the message
    • if the report is in html format, it must be inserted in the body of the message with the company logo if necessary, via the text editor toolbox.
      configuration-reporting-report-sending-insert-html
    • if the report is in another format, it will be included as an attachment to the email
  4. Select the contacts for each client company for which the report is to be sent (only available for reports for external use) Each contact will then receive their report for their company's elements.
  5. Select the internal contacts who will receive the report
  6. Selecting the periodicity, day and time of sending

 

 

 

This may also be of interest to you

en_US
fr_FR en_US

Welcome to ServiceNav!

Need help? More information about our products? Write to us!
You have taken note of our privacy policy.

[COVID - 19 ] - TELEWORKING, TARGET AVAILABILITY 100% !

While the epidemic lasts, ensure the availability and performance of your IT services for teleworking, with ServiceNav!

Following the government's call to mobilize to help businesses overcome the current health and economic context, we help you, free of charge, to ensure the complete monitoring of your teleworking environments: VPN, VDI, Teams, Skype Enterprise, Citrix... Objectives: collection, availability and usage indicators, dashboards to support your communication.
We use cookies to ensure that you have the best possible experience on our site, and if you continue to use this site, we will assume that you are satisfied with it.

Reserve your place

You have taken note of our privacy policy.