Reports

The Reports page displays a list of real-time reports that let you analyze the activities and events in your system. If you have organizational units configured on your system, you will only see details for the organizational units you are assigned to.

The following reports are available:

The Compliance Report displays the compliance events of all assets backed up by Clumio. Each compliance event represents a change that impacts the compliance status of an asset.
The Consumption Report displays the credit consumption details of all assets backed up by Clumio.
The Operational Tasks Report displays the SecureVault Backup and restore activities of all assets backed up by Clumio. Each activity represents a backup or restore that has happened in the system.
The Audit report displays a list of administrative actions performed in Clumio.
The Daily Summary Email feature lets you send a summary of Clumio activities to specified users every 24 hours. The summary includes protection statistics, backup and restore success information, and alert issues.

You can use filters to customize reports. You can download a CSV file of all generated reports except the daily summary report which can be sent by email on a recurring basis.

How reports work

Compliance events do not necessarily have a 1:1 relationship with backups. To achieve a perfect 1:1 correlation, every backup for an asset would need to succeed within its specified backup window on the first attempt.

For example, if an asset is scheduled to take daily backups but one day fails, retries and then succeeds, the Operational Tasks Report counts it as one failed backup and one successful backup. On the other hand, the Compliance Report counts this as a single compliant event because of the one successful backup within the specified backup window.

While a successful backup has a status of "Success" in an Operational Tasks Report, if the backup succeeded outside a specific backup window, it will have a status of "Failed" in the Compliance Report.

Exporting reports

All report data can be exported from Clumio to CSV files and downloaded for record keeping or further analysis. Exporting a report is a two-step process: generate a CSV report, then download it to your local machine.

The data in exported reports are based on the filters applied when you generated it. Make sure to apply the right filters before you generate a report. You can download a generated report as many times as you like. After you generate a report, you have 24 hours to download it before it's permanently destroyed. Anyone who can access the reports can download the reports that other users have generated.

Go to Reports > [Report Name].
Filter the report to display the data you want to generate and download.
Click Generate. The "Generate as" pop-up displays.
Give the report a meaningful name. This will become the name of the zipped file.
Click Generate. Clumio immediately starts generating the report, kicking off a "[Report Name] File Download Generation" task. Larger reports take longer to generate. You can view the progress of a report generation task from the Tasks page. You can abort the task from the Tasks page and clicking the red icon in the Action column of the task. Any user who can access reports can download the report until it expires and is permanently destroyed. Click Download to see when each generated report expires.
After generating the report, click Download. The View recent files drop-down list may contian a list of previously generated reports, click the download icon next to the generated report you want to download as a ZIP file to your local machine.

Customizing reports

Customize an Operational Tasks Report, Compliance Report, Consumption Report, or Audit Report by applying filters to the report. After you have applied filters to the report you can generate a CSV file and download it to share with other users. For example, customize an Operational Tasks Report to only display data over the last 24 hours for all AWS assets that have failed backups (including snapshots).

Saving reports

You can save Compliance, Operational, Audit, and Daily summary reports with a custom name by clicking save as next to the default report drop down menu. You can also view any saved reports by clicking the link in the drop down menu.

After you save a customized report, you can rename it and configure email settings from Reports > Saved reports, but you can't change the applied filters. Email recipients receive a message with basic report information and an attached CSV (zipped) file with a more detailed report. To customize email settings, click the settings icon in the Config column.

The email frequency (daily, weekly, monthly) determines how often the report is sent and cannot be changed. The field defaults to the frequency that makes the most sense based on the report interval you selected in your filter. For example, if you set the report filter to display data over the last 24 hours, the report will be sent to recipients on a daily basis. If you set the report filter to display data over the last 7 days, the report will be sent to recipients on a weekly basis. If you sent the report filter to display data over the last 31 days, the report will be sent to recipients on a monthly basis.

Note: You can apply filters to customize an Audit Report, but you cannot email Audit Reports on a recurring basis.

Go to Reports > [Operational Tasks Report, Compliance Report, or Audit Report].
Set the filters to return the kind of data you want to display in your customized report. You can't change the filter settings after you save the customized report.
Click Save As. The Report Configuration dialog displays.
Type the name of the report in the Report Name field. Give the report a meaningful name. If this is an Operational Tasks Reports or a Compliance Report, you can send recurring report updates to users by email (next step), this name will appear in the title of the report. For example, if you name a weekly report, "AWS Failed Backups - 7 Days," the title in the email will be "Clumio Weekly Activity Report (AWS Failed Backups - 7 Days) for ."
You can view saved reports from Reports > Saved reports.
To send a report to other users on a recurring basis, click the Settings icon in the Config column. The Report Configuration popup displays.
Click to enable the Send Email Notification toggle, and then set the time of day, day of the week, or day of the month you want the recipients to receive the email notification.
By default, the daily interval schedule is displayed based on the applied policy. If the filter is weekly, you can select the day of the week and the report will be sent the day you choose in the monthly setting. If you choose "End of Month" then the report will be sent on the last day of every month. If you set the filter to a specific date, then the report will be sent on that same date every month. No matter which day you choose, the report includes the data that appears in the filtered view. For example, if you customize a report with an Interval:31 days filter and choose to send a report at the "End of Month," each report that is sent will include data for the past 31 days. Therefore, a month with 29 or 30 days will still send a report for the last 31 days.

Note: You cannot send recurring Consumption report updates by email, instead you can generate a CSV file, download it, and then share it in keeping with your company's policies.
Click Save Report.

Editing a customized report

You can rename and change the email notification settings of an existing report, but you cannot change the filter settings.

Go to Reports > [Report Name].
Click the Default Report dropdown and select View saved reports. The All Reports window displays.
Click the Settings (cog) icon in the Config column of the report you want to edit. The Report Configuration popup displays.
Make your edits to the report configuration and click Save report.

Deleting a customized report

Go to Reports > [Report Name].
Click the Default Report dropdown and select View saved reports. The All Reports window displays.
Click x next to the report you want to delete.
Warning: Clumio deletes the report as soon as you click x, so make sure you really want to delete it before you click!