Documentation forSolarWinds Platform Self-Hosted

Create a web-based report in the SolarWinds Platform

This topic applies to all SolarWinds Platform Self-Hosted products except for the following products:

ETS — LA — WPM

In the SolarWinds Platform Web Console, you can create web-based reports from scratch.

To create, edit, and delete reports, your user account needs to have the Report Management right. See Specify what the user can access.

SolarWinds recommends that you duplicate and edit an existing web-based report instead of creating a new one.

Step 1: Start the Add Report wizard

  1. In the SolarWinds Platform Web Console, click Reports > All Reports, and click Manage Reports in the top right corner of the All Reports view.

  2. Click Create New Report. This opens the Add content pop-up.

Step 2: Add Content - select the widgets and entities for the report

On the Add Content pop-up, select the form (chart, table, or other widget) and the entities to report on. See Add content to a web-based report in the SolarWinds Platform.

  1. Select what to display on the report - a custom chart, custom table, or an existing widget or chart (list of active alerts, availability chart, list of events).

    • If the information is already provided by a widget, chart or table that is available in the SolarWinds Platform Web Console, search for the widget, select it and click Select and Continue.

    • If you want to specify the information yourself, select Custom Table (to provide information as a table) or Custom Chart (to chart the information).

  2. Select objects to display data for. The definition depends on the resource you selected. See Define entities to display in the widget.

    • Single entity: some widgets require specifying a single node, a single group or other single entity.

    • Multiple entities: specify what entities to report on - you can select multiple objects, use the dynamic query builder, or SQL or SWQL.

    • No entry required: the widget shows details for the entire monitored environment (for example, all active alerts, all nodes, or last 25 events in your environment,...)

  3. Click Add to Layout. The widget is added to the selected section.

  4. To add more widgets to the report, repeat the previous actions.

Step 3: Edit the resource

On the Layout Builder page, you need to complete the chart, table, or widget definition. When you've finished adding a resource that requires further configuration, the Edit chart/table screen opens automatically.

If the Edit widget screen does not open automatically, click the edit button (Edit Chart, Edit Table, or Edit Resource) and follow instructions in the linked topic.

Step 4: Customize report layout

Still on the Layout Builder page, you can change the layout of the report - add a section or column, move resources within sections and columns, and specify header and footer. When you're finished, click the Next button in the bottom right corner of the view. See Customize a web-based report layout in the SolarWinds Platform.

Step 4: Preview

Now that you're almost done, preview the report output. To modify the report, click Back and make any adjustments.

Click Next to continue.

Step 5: Define properties

On Properties, you can add a description so that others know who and why created the report.

You can add the report to a category, or limit the users who will be able to see or use it. See Restrict who can access reports in the SolarWinds Platform.

Click Next to continue.

Step 6: Schedule report

Specify how often you want to run the report and whether to email, print, or save the report automatically. See Generate reports in the SolarWinds Platform on a schedule.

Click Next to continue.

Step 7: Summary

Review the report details, edit the properties if necessary, and Submit. The report is created now and you can find it under All Reports now.