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Generate a report

Overview

All activity surrounding your organization and it's data usage is logged and accessible to organization administrators. This can be helpful for year-end reports or any potential data security concerns!
You can easily organize, visualize, and download any of your organization's information by generating a report in your administrator panel.

1. Create a report

Navigate to the Reports tab of your administrator panel and click the + New report button.
In the future you can return to this page to see your existing reports and create duplicates to further edit.

2. Choose the entity of the report

Start by choosing the entity, or topic, of the report. Whatever you choose here will define what each entry in your report represents.
You can choose a Resource such as Members, Projects, Studies, or Datasets which will allow you to get a sense of the named entities your organization owns or has interacted with.
Or you can choose a Usage event such as Queries, Notebooks, Exports (or all of these combined) which will allow you to see how your organization's data has been used.

3. Define constraints

From here, define the other criteria of your report:

Time frame

If you choose a usage event as your entity you will need to set a time frame to define which events will be included. (Resources don't have a time associated with them since they are not events.)

Aggregation

If you chose a usage event you can optionally choose to aggregate events based on a resource or period of time. Perhaps you want to see all queries grouped by member, or want to see all notebooks per day.

Filter

You can additionally choose a filter that will restrict your report to only events or resources that meet your chosen criteria. For example, if you want to see all usage events that referenced a particular dataset.
Learn more in the Reports reference section.

4. Define the report's fields

Finally, you'll need to select what fields or topics are present in the report. Every field selected here will become a column in your resulting report table. Different fields are available based on what entity you have selected.
Some fields are selected by default that might be helpful but you can make your own selections. For example, maybe you have a report of data usage and you want to include the average number of tables referenced in each notebook session, or the max amount of compute used in queries per day.
If there are any fields or other report information you would like but don't see available in the interface, please contact us to let us know!

5. View the report results

Click the Create button to generate this report! This will generate a table with entries that match all the criteria you've defined above. You can browse this table to understand the data and make sure it looks how you'd expect.
If your report contains any numeric data you can click the Visualize tab to see a visual representation of 1-2 of your numeric fields. The type of graph will be chosen by default based on the shape of your data. You can hover on this graphic to learn more about each entry.

5. Iterate and export

You can update this report by clicking the Edit button. Changing any criteria will refresh the table and visual with new contents based on your new criteria.
This report is now saved in your organization's reports and you can access it in the future.
Any time you edit the report or come back to it after more than one hour has elapsed, the table will be automatically regenerated. Based on the time frame you've selected this might drastically change the contents.
If you'd like to work with the data in a different environment you can download the report table as a csv by clicking to Download button.

Next steps

Expand your reach

If you are part of a larger institution, you can contact us about getting an institution-wide Redivis page to help users discover new organizations and datasets.
Last modified 6d ago