Report Template Configuration

Pre-Requisite

Create required KPIs and contents from UI. (Refer KPI and Content Configuration )
Only Admin and Editor user can access this functionality.
Insights supports Neo4j database for reporting functionality.

Insights >= 7.2
Fusion export setup required. (It should be licensed)
Update Fusion export Endpoint (which is CDN URL where fusion libraries are placed) in server-config.json as “fusionExportAPIUrl“ inside "assessmentReport" section. (Refer Server Configuration (server-config.json) )
For sample KPI, Content, Report template and design files for FUSION refer - https://github.com/CognizantOneDevOps/Insights/tree/master/PlatformReports/src/main/resources/templates/Configs/REPORT_ALL_CAT
Prepare design files (like html,css, Logo image etc) which are required for PDF generation in FUSION.(For sample design files refer - https://github.com/CognizantOneDevOps/Insights/tree/master/PlatformReports/src/main/resources/templates/Configs/REPORT_ALL_CAT )

Insights >= 7.2
This visualization is applicable for Audit functionality and it's a InSights Enterprise Edition feature. (For detail info refer DevOps Traceability Using Blockchain )
For sample KPI and report template for OPENPDF refer - https://github.com/CognizantOneDevOps/Insights/tree/master/PlatformReports/src/main/resources/templates/Configs/Audit_Cypher_Report

Insights >= 7.2
This visualization is applicable for Audit functionality and it's a InSights Enterprise Edition feature. (For detail info refer DevOps Traceability Using Blockchain )
For sample KPI and report template for LEDGERPDF refer - https://github.com/CognizantOneDevOps/Insights/tree/master/PlatformReports/src/main/resources/templates/Configs/LEDGER_REPORT

Navigate to Report Template Configuration screen, existing report templates are listed here. To create a new report template, click on Add(+) icon.

Fill below required details:
- Name: Input a unique name (can contain alphanumeric characters and underscore).
- Description: Provide brief description of report template.
- Visualization Util: Select visualization util from dropdown. This property refers to chart vendor to be used for report visualization. (GRAFANAPDF recommended)

In Add KPI details section, click on Search icon and select a KPI. After that select vtype (visualization type) from dropdown and provide accurate vquery (KPI visualization query) and click on ADD button to add KPI.
Added KPI will be displayed on left section (List of added KPI). Likewise multiple KPIs can be added.

To edit a added KPI, click on Edit button present in that particular KPI ID row in List of added KPI section. Similarly to remove a particular KPI from report template click on delete button .

Once all KPI details are added then click on Save icon on top to save report template in database.
One more way to create report template from UI is by using Upload button.

Click on Upload button, then a pop will be displayed, click on Choose File button to choose a valid json file with all necessary details required for report template and click on Upload icon to save.

This step is required only for report template with FUSION visualization util, select report template for which design files needs to be uploaded and click on Attachment icon.

Then a pop-up will be displayed, click on Choose Files button to choose all design files and then click on Upload button to save those files.

To edit a existing report template, select that template and click on Edit icon. In edit section except Name all other fields can be edited.
To delete a particular report template, select that template and click on delete icon. Report template cannot be deleted if it is attached to assessment report.
To refresh the current page, click on Refresh icon.
Toggle button can be used to activate/inactivate report template.
Shows KPI details of selected report template in a separate pop-up screen.