PRTG Manual: Reports Step By Step
To create a new report or to run an existing one, follow the steps in this section. In the PRTG web interface, click the Reports entry in the main menu to show the reports main screen.
This documentation refers to the PRTG System Administrator user accessing the PRTG web interface on a master node. If you use other user accounts, interfaces, or nodes, you might not see all of the options in the way described here. If you use a cluster installation, note that failover nodes are read-only by default.
PRTG is delivered with several pre-configured reports. To use one of them, click a report's name in the reports main screen and select the Settings tab. The next steps are the same as for completely new reports. Although some settings are already given, we recommend that you check them. For example, check the sensors that are included in the report. For some reports that come with PRTG, there are no sensors added yet. Continue with Step 3: Define Additional Options in this section.
Hover over and select Add Report from the menu to add a new report. An assistant appears where you can define various settings. First, enter a meaningful Report Name.
In the Template option, select one of the report templates from the list. This defines the overall look of your report and how detailed (regarding the intervals) monitoring data is included. If you are not sure yet, try a template that appears most suitable to you. You can still change all settings later.
For a detailed description of the available template options, see section Report Settings.
Select a Security Context (best choose PRTG System Administrator, if available), your Timezone, and the Paper Size for PDF generation.
For detailed information, see section Report Settings.
Choose the sensors you want to include in the report. When running a cluster, define the Cluster Node the monitoring data is taken from first. Select a specific node from the list. If you select All nodes, PRTG creates a report with data from all of your cluster nodes, but only the primary channel of every sensor appears in the report.
Every report shows monitoring results based on sensor data. There are two ways to include sensors in a report: You can either add sensors manually or by tag. In the Include Sensors by Tag field, enter one or more tags that match the sensor range you want a report for.
For example, enter the tag bandwidthsensor to include all sensors that measure bandwidth (or select it from the list of tags that PRTG suggests). PRTG provides this tag by default when you add any bandwidth sensor, so the tag typically gathers all bandwidth sensors, unless you configured your system differently. You can enter several tags. Hit the enter key, or insert a comma or space after each tag and enter the next one. Use the Filter Included Sensors by Tag field to explicitly filter sensors with certain tags from the bulk of tags or manually selected sensors defined above.
Tagging is a great option to group sensors or other objects. For more information, see the Tags section. You can also leave the tag fields empty and only choose specific sensors manually later.
In the Report Schedule section, choose if you want to run the report on a regular basis or on demand only. Also define which time Period will be covered by the report, if you want to show percentiles, if you want to generate CSV and XML data files for reports with data tables, and add report comments or special access rights.
For detailed information, see the Report Settings section.
Scheduled reports are not executed on failover nodes by default.
Save your settings. If you leave the current page, all changes to the settings will be lost!
After saving the settings, PRTG will open the Select Sensors Manually tab where you can manually add individual sensors. Open the Sensors Selected by Tag tab to see a list of all sensors that you added with the tags that you selected in step 4. To change tags, go back to the Settings tab. The final report shows sensors from both manual and by tag selection.
Open the Run Now tab, select a period, and in the Processing Options select View Report as HTML. Click the Run Report button. PRTG generates the report in a new browser window or tab immediately. Depending on the number of selected sensors and the used template, it may take a few minutes until you see the report. If you do not want to wait, close the newly opened browser window or tab and select a PDF option in the Processing Options. Click the Run Report button again. The report is then generated in the background and you get a ToDo ticket or email once it is finished.