Creating a report

From the Insights page, you can create a report that can be auto-updated, auto-generated, and auto-sent to all stakeholders. Reports allows you to filter through all the data collected by Cmd and present it in a meaningful way.

1. On the Insights page, start a new report by doing any of the following:
   • In the top-right corner of the Insights page, click Add report.
   • Click beside My reports in the left menu pane.

   A new untitled report is displayed:

   

   By default, the new report shows the following sections

   1. Search bar
   2. Filters
   3. Charts
   4. Terminal display

      Be aware that the terminal display is provided to show the commands that meet your report parameters. The terminal display cannot be removed or edited for the report. However, you can personalize the terminal display for yourself — for more information, see Configuring your terminal display.

2. At the top of the following page, click Untitled Report to change the name of the report.
3. In the search bar, enter the report's base query.

   The base query is used to filter out the data that is most relevant to this report.

   Tip: Reports are dynamic and automatically update as new data is collected. To create a static report, include a specific date in the base query.

   You can enter your search query manually or click to use the builder.

   Enter manually

   

   • Click the bar to select the starting query. Use the auto-complete prompts to further narrow your query.

     For more information about the available CQL values, see CQL values.

   • Click to use the search query as any of the following:
     • Sources — select this option to add the search query as a filter for the Sources page. For more information, see Source filters.
     • Insights — select this option to create a new report from the search query. For more information, see Creating a report.
     • Triggers — select this option to use the search query as the base of a new trigger. For more information, see Adding a trigger.
   Use the builder

   

   • On the left, click the heading titles to show the condition properties that are available.

     For more information about the listed properties, see CQL values.

   • Click All to select if All or Any of the tree conditions need to be true to activate the trigger actions.
   • Add a property to the tree then assign the required values. You can add a property in any of the following ways:
     • Click a property from the provided list.
     • Drag and drop any property from the list to the tree.
     • Click Add property.
     • Hover over any property in the tree then click .
   • Click Add group to create a subgroup of condition properties.
   • From the left end of each property branch, drag and drop the property to change it's position in the tree.
   • To delete a property from the tree, click .
4. In the Filters area, add quick filters for your report.

   Quick filters allow readers to quickly filter through the content presented by the report without performing a CQL search.

   1. Click Add query filter.
   2. From the following drop down list, select one of the filter options.
   3. To remove a filter, click beside the filter.
   4. Repeat this procedure until all the required filters have been added.
5. In the dotted charts area, click to add a chart.

   

   1. In the following Add Chart dialog, enter a descriptive title for the chart.
   2. In the Query field, add or remove any CQL filters to focus the presented data.

      Click the field to select a new query. Use the auto-complete prompts to complete the query.

      

      If you remove the blue base query from the field, this icon is displayed over the chart to show that it is unique and not affected by the base query.

      For more information about the CQL filters, see CQL values.

   3. Select one of the available chart types and complete the related options.

      

      A preview of the chart is displayed with the applied filter.

      For more information about the chart types, see Supported chart types.

   4. Click Save to add the completed chart to the page.
   5. Repeat these steps to add all the charts that are required.
6. After the required charts have been added, you can organize the layout of the charts.
   1. Click and drag a chart to change it's position in the report.
   2. Click and drag the bottom-right corner to stretch and resize the chart.
   3. While hovering over a chart, click Remove to delete the chart, or click Send to home to display a copy of the chart on the Home page.
7. In the top-right corner of the report, click the Private toggle to make the report Public and available to all users from the Insights page.

   Public reports can be viewed by everyone with access to the project, but only you can edit the report.

   To make the report available only to yourself, click the Public toggle to make the report Private. Reports that are private can only be seen or edited by you, but can still be emailed to other users.

8. When you are ready, click Done to save the report.

   The report refreshes and displays the completed report.

9. In the top-right corner, click to share the report with other users.

   For more information about how to send reports, see Email a report.