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Manage reports manage-reports

Asset reporting provides administrators with visibility into activity of the ÃÛ¶¹ÊÓƵ Experience Manager Assets Essentials environment. This data provides useful information about how users interact with content and the product. All users can access the Insights dashboard and the ones who are assigned to the Administrators product profile can create user-defined reports.

Access reports access-reports

All users who are assigned to the Assets Essentials Administrators product profile can access the Insights dashboard or create user-defined reports in Assets Essentials.

To access reports, navigate to Reports under Settings.

Reports

Create a Report create-report

The AEM Assets Essentials environment offers comprehensive reporting capabilities through the Reports dashboard. This capability enables users to generate and download CSV reports detailing asset uploads and downloads within specified time frames-ranging from once-off to daily, weekly, monthly, or yearly intervals.

To create a report:

  1. Navigate to Reports and click Create report (from the top right). The create report dialog box displays the below fields:
    create-report

    In Configuration tab:

    1. Report type: Select among Upload or Download report type.
    2. Title: Add a title to the report.
    3. Description: Add an optional description to the report.
    4. Select folder path: Select a folder path to generate the report of uploaded and downloaded assets within that specific folder. For example, if you need the report of assets uploaded to a folder then specify the path to that folder.
    5. Select date interval: Select the date range to view upload or download activity within the folder.
    note note
    NOTE
    Assets Essentials converts all local time zones to Coordinated Universal Time (UTC).

    In Columns Tab: Select the column names to display in the report. The following table explains the use of all columns:

    table 0-row-3 1-row-3 2-row-3 3-row-3 4-row-3 5-row-3 6-row-3 7-row-3 8-row-3 9-row-3 10-row-3 11-row-3 html-authored
    Column name Description Report Type
    Title The title of the asset. Upload and download
    Path The folder path where the asset is available in Assets Essentials. Upload and download
    MIME Type The MIME type for the asset. Upload and download
    Size The size of the asset in bytes. Upload and download
    Downloaded By The email ID of the user who downloaded the asset. Download
    Download Date The date when the asset download action is performed. Download
    Author The author for the asset. Upload and download
    Creation Date The date when the asset is uploaded to Assets Essentials. Upload and download
    Modified Date The date when the asset is last modified. Upload and download
    Expired The expiration status of the asset. Upload and download
    Downloaded By User Name The name of the user who downloaded the asset. Download

View and download existing report View-and-download-existing-report

Existing reports display under the Executed Reports tab. Click Reports and select Executed Reports to view all the created reports with the status as completed, indicating they are ready to download. To download the report in CSV format or delete the report, select the report row and select Download CSV or Delete.
view and download existing reports

Schedule a Report schedule-report

In the AEM Essentials UI, Schedule Report sets up an automatic generation of reports at specified future intervals such as daily, weekly, monthly, or yearly. This feature helps streamline recurring reporting needs and ensures timely data updates. While Create Report generates reports for past dates. Completed reports are listed under Executed Reports and upcoming reports are found under Scheduled Reports.

To schedule a report, follow the steps below:

  1. Click Reports from the left pane and then click Create report (from top right).

  2. The report dialog box displays the below information:

    1. Report type: Select between the upload and download type.

    2. Title: Add a title to the report.

    3. Description: Add an optional description to the report.

    4. Select folder path: Select a folder path to generate a report for assets that will be uploaded to or downloaded from that specific folder in the future.

    5. Toggle Schedule report: Toggle to schedule the report for a later time or for its repeated occurrence.
      schedule report

    6. Choose frequency: Specify the interval for generating the report (for example, daily, weekly, monthly, yearly, or once) and set the date and time to run the report along with the end date for recurrence. For a one-time report, select the date range for the report on the selected activity type in the AEM environment. For example, if you need a report on downloaded assets from the 10th to the 29th (future dates) of a specific month, select these dates in the Select date interval field.

    note note
    NOTE
    Assets Essentials converts all local time zones to Coordinated Universal Time (UTC).

View Scheduled Reports view-scheduled-reports

Scheduled reports display under Scheduled Reports tab in a systematically organized manner. All the completed reports for each scheduled report are stored within a single report folder. Click expand collapse to view the completed reports. For example, if you have scheduled a daily report, all completed reports are grouped together in one folder. This organization simplifies both the navigation and discoverability of reports. To view scheduled reports, click Reports and then click Scheduled Reports. All the scheduled reports display, with their status as ongoing or completed. Completed reports are ready to download.
scheduled report

Edit and Cancel Scheduled Reports edit-cancel-scheduled-reports

  1. Navigate to the Scheduled Reports tab.
  2. Select the report row.
  3. Click Edit.
  4. Click Cancel Schedule and then click Confirm, to cancel the scheduled report. For canceled reports, the next run time becomes empty and the status shows canceled.
    edit and cancel scheduled report

Resume Schedule resume-schedule

To resume the canceled schedule, select the report row and click Resume Schedule. When resumed, the next runtime entries display again and the status shows ongoing.
resume schedule

NOTE
If you resume a canceled report before the scheduled end date, the reports from the cancellation date to the resumption date automatically generates.

View Insights view-live-statistics

Assets Essentials enables you to view real-time data for your Assets Essentials environment with the Insights dashboard. You can view real-time event metrics during the last 30 days or for the last 12 months.

Click Insights available in the left navigation pane to view the following automatically generated charts:

  • Downloads: The number of assets downloaded from the Assets Essentials environment in the last 30 days or 12 months represented using a line chart.
    downloads

  • Uploads: The number of assets uploaded to the Assets Essentials environment in the last 30 days or 12 months represented using a line chart.
    uploads

  • Storage usage: The storage usage, in bytes, for the Assets Essentials environment represented using a bar chart.
    storage usage
  • Top Searches: View top searched terms along with the number of times those terms are searched within your Assets Essentials environment in the last 30 days or 12 months represented in a tabular format.
    storage usage

  • Asset Count by size: Segments the total asset count in your Assets essentials environment into different size ranges, highlighting the count and percentage of assets in each size range, represented by a donut chart.
    insights-assets-count-by-size

  • Asset Count by Asset Type: Segments the total asset count in your Assets essentials environment, highlighting the count and percentage of assets based on their file types, represented by a donut chart.
    insights-assets-count-by-size

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