You have two options for creating your reports: Fixed Insights reports and Customized reports.
Fixed Insight Report:
Locate the Dropdown Menu: On your dashboard, find the dropdown section next to the OCTO logo in the upper-left corner.
Click '+NEW REPORT': This action initiates the process of creating a new insight report.
Choose Report Type: Select 'Fixed' from the options ('Fixed' and 'Build it from scratch'), then click 'NEXT'. This generates an insight report based on a predefined layout for a chosen time period.
Select Report Format: Choose the format for your report:
To generate reports on a monthly basis, select 'Monthly Report'.
For reports based on a specific quarter, select 'Quarterly Report'.
For reports based on a full year, select 'Yearly Report'.
Then click 'NEXT'.
After selecting the report format:
Fill in Report Information: Provide the required details for your report, then click 'NEXT'.
Select Cost Group: Choose the Cost Group that you want the report to focus on.
Specify Year and Quarter: Select the specific year and quarter for your report data. Please note that if you select a current year or quarter (one that is still in progress), a notification will indicate that the selected period is in progress.
Preview Your Report: Review the report to ensure all necessary information and data are included.
Save the Layout: Once you are satisfied with the preview, click '+SAVE LAYOUT'. Your fixed insight report is now ready.
Customized Report:
To start setting up your dashboard, click + ADD WIDGETS.
Browse through the available widgets and choose one that you want to include in your layout. Click + ADD TO DASHBOARD to add that widget.
Select the relevant Cost Group from which you want to pull data, then click SELECT.
Simply drag and drop the widget onto your dashboard and position it exactly where you want it to be.
If you want to add more widgets, click OPEN WIDGET LIST and repeat steps 2 to 4.
Once you’re satisfied with your customized layout, click SAVE LAYOUT to save your changes.
You will now see your personalized layout in your dashboard, providing you with a comprehensive overview of your data.
Now that your dashboard provides a clear visualization of your data, it’s time to configure your alerts and notification channels. Start by setting up a channel to receive updates effectively. Once that’s in place, you can proceed to customize your alerts.