Insights On-Premises: Create a Custom Report

Introduction

The Insights On-Premises platform comes with a variety of useful reports and dashboards. Depending on the needs of your organization, we might want to add your own reports to your IOP dashboard. In this article, we show you how to create a custom report in IOP.

Prerequisites

• IOP version 8.5 or higher
• You already prepared a search query.

Create a Custom Report

1. In the main screen, under Reports click Search.
   
2. Paste your search query into the search box.
   
3. Make sure you select Smart Mode.
   
4. Click the magnifying glass to run the search query.
5. In the Save As dropdown, select New Dashboard.
   
6. Give the dashboard a title and copy the ID under the title. Click Save to Dashboard.
   
7. The dashboard was successfully created when you see this message. Click X to close the message.
   
8. In the IOP home, click Custom Reports > Add report.
9. Provide a meaningful Report Name and paste the dashboard ID as the last part of the Search URL field and click Subscribe.
   
10. The report is added to the Custom Reports section. Click the report.
    
11. You can see all associated events that are the results of your search query.
    

That's it. You now created your first custom dashboard that includes one report. You can define as many reports as you want and add it to a dashboard. You can further assign permissions to this dashboard so that only specific users can view or edit the report.