After the installation, the default library of reports, dashboards and their respective tasks is empty. This makes it possible to start with a clean-cut, and to build the reports and required tasks from the bottom-to-top approach, with a full control and flexibility.
Certain reporting objects and tasks are typical enough, that setting them up from scratch may be undesirable, and a much more feasible solution is then to take an already predefined set of objects, optionally with smaller adjustments required to get the required data.
In RayVentory Data Hub, there are two dedicated functions that can help you out with a quick setup.
•Preconfigured set of reporting
This is a recommended way to go for most of users. By following these guidelines, RayVentory Data Hub creates preconfigured set of reporting objects and tasks for typical tasks, like reporting from Active Directory, SCCM, RayManageSoft, RayVentory + integration of several other sources, including SaaS (JIRA, Microsoft 365) and catalog capabilities. You can then later strip down the reports or tasks that are not needed, or have them customized to better suit your needs. A list of the available reports can be found here: Appendix I: List of Default Reports and Dashboards.
•Importing standalone reports from .rpa files
This option is particularly useful for migrations and moving the data between two RayVentory Data Hub instances. More information about this route can be found in chapter Importing and exporting.
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WARNING If any of the default reports and dashboards have been customized (no matter how marginal the change is), it is of crucial importance to create a backup of the report before importing reports and dashboards from the template! If they are part of the import any customized reports might be overwritten by their imported counterpart! It is recommended to always backup all reports and dashboards before importing the default reports and dashboards! Backups can be easily created by clicking on the BACKUP CURRENT DASHBOARDS AND REPORTS button which can be found under Administration > Tenant Settings. |
