How do I configure a report?

Learn how to edit report criteria, make formatting changes and customize a report for your needs

There are many different ways to configure reports in Bocada Cloud. Start by selecting the report you want to make changes to, such as from your Report Library which is accessible from the left navigation menu: Reports > Report Library. 

Edit Report Criteria

Click the three dots at the top right of the report grid, then click Edit Criteria from the drop-down menu: 

A panel will display from the right side where you can select a different data range, time period or attempts (depending on the report type). For example, the screen shots below are from the Backup Failure report.

Once you've made changes, click the blue Apply button at the bottom of the panel. 

Configure the Report Layout

MOVE A DATA COLUMN

You can move a data column to a different place in the report by clicking and holding on a column header and dragging it to where you want it to be placed.

Alternately, you can click the three-dot menu on a column header and select Set column position to move a column left or right, or lock it into a specific place. 

CHANGE DATA COLUMN WIDTH

You can expand or contract the width of a column by clicking on a column header border and moving it to the left or right to make it bigger or smaller. 

GROUP THE DATA

To quickly group the data by one of the data elements in a column, click and hold on a column header and then drag it to the top of the report grid (in the row that says: "Drag a column header and drop it here to group by that column.") Alternately, you can click the three-dot menu on a column header and select Group Column.

You can expand one of the data groups by clicking on the > arrow. You can also group by more than one column:

SORT THE DATA

You can click on any column header to quickly sort the data (ascending or descending). You can also access the sort function from the three-dot menu on the column header.

FILTER THE DATA

Click the three-dot menu on any column header and click Filter to filter the report by the data in that column. 

You can click on the Filter > Contains button to select a different kind of filtering option: 

ADD / REMOVE COLUMNS

Click the three-dot menu on any column header and click Columns to see a list of possible data elements that could be added or removed from the report. Not all columns may have data populated in it due to the nature of the backup application and what data it provides in the connection to Bocada Cloud. You can click on the checkbox next to any of the column options to display or hide that column from the report.

SAVE CHANGES

Once you have configured the report, you may want to save the changes so you can look at the report in the same way again. To save the report configuration, click the three-dot menu at the top right of the report grid and select Save as a new report from the drop-down. Give the report a name and click the blue Create Report button which will save this as a new report you can access from your Report Library.