Reports

• What the Reports Service Does
• Before You Start
• Reports UI Overview
• Create Your First Report
  • Select data
  • Settings
    • Expressions
    • Filters
  • Preview
    • Data merge rules
• Email Template and Export
• Triggers

What the Reports Service Does

The Kaa Reports service lets you collect platform data, format it into readable tables, and export it as:

• PDF
• CSV
• Excel

Reports can include:

• endpoints
• endpoint metadata
• endpoint data samples (time series)
• endpoint alerts
• assets

You choose both the data source and the time range.

Before You Start

To build a useful report, you need data in the platform first. For example:

• an application
• one or more endpoints
• recorded time-series data, metadata, alerts, or related assets

If you are unfamiliar with the setup process, see the Getting Started guide.

Reports UI Overview

When you open the Reports service, you will see 4 main tabs:

Tab	Purpose
Templates	Create and manage report templates. You can create, enable, disable, edit, or delete templates here.
Reports	View and download reports that were already generated.
Tasks	Track report generation and delivery status and confirm that a report was created and sent successfully.
Triggers	Create scheduled triggers for report templates using a cron expression.

Create Your First Report

In the Reports service, click Add template in the top-right corner. The template editor is divided into 3 main sections. Let’s go over them 1 by 1.

Select data

Start by selecting an application.

After that, choose the time range for the report and add one or more data sources.

The selected data sources will appear in the Settings row, where you can customize them further.

Available data sources include:

Data source	What it shows
Metadata	Endpoint metadata shown as report columns.
Analytics	Aggregated time-series data such as sum, avg, min, and max for the selected time range.
Time series	Raw time-series values, including each recorded change within the selected time range.
Assets	Assets related to the selected application.
Alerts	Alerts that occurred during the selected time range.

Note: Some data sources do not merge well into a single table. For example, Assets with Alerts. This is explained later in the guide.

Settings

Each selected field can be configured in the Settings section.

Option	Purpose
Name	Change the column name shown in the report.
Expressions	Edit how the value is displayed in the output.
Filters	Limit which records appear in the report.

Expressions

Expressions let you customize column output. They are meant for simple formatting, not advanced logic. You cannot use regex or math here.

The following expressions are supported for formatting column values (replace column with the actual column name):

• {{column}} km/h - Appends text to the value
• {{#dateTime}}{{column}}{{/dateTime}} - Formats a date as 24 Jun 2026 23:59
• {{#dateOnly}}{{column}}{{/dateOnly}} - Formats a date as 24 Jun 2026
• {{#timeOnly}}{{column}}{{/timeOnly}} - Formats a date as 23:59:46
• {{#round}}{{column}}{{/round}} - Rounds to a whole number
• {{#round1}}{{column}}{{/round1}} - Rounds to 1 decimal place
• {{#round2}}{{column}}{{/round2}} - Rounds to 2 decimal places

Filters

Use filters to limit which records appear in the report.

For example, you can use filters to show only specific endpoints, values from a certain period, or selected alert records.

Preview

The Preview section shows the final output of your report before you save the template.

Data merge rules

Not every data type can be merged into the same table:

Data type	Merge behavior
Metadata	Can be merged with analytics or time series.
Analytics + Time series	Cannot be merged into the same table.
Assets	Cannot be merged with other data types.
Alerts	Cannot be merged with other data types.

Alerts still include information about the endpoint on which the alert was triggered, but they should remain in a separate table.

If you combine incompatible data sources in a single table, the report may fail to generate or may be rendered as multiple data blocks displayed sequentially. In most cases, the cleaner approach is to create a separate table for each incompatible data source.

Email Template and Export

Each report template can also define delivery settings.

Setting	Purpose
Email template	Define the email body as an HTML document.
Recipients	Specify the email addresses that should receive the report.
Export type	Choose the report format: CSV, PDF, or Excel.

Triggers

A trigger is a scheduled job based on a cron expression. It sends a report automatically to the configured recipients.

Each trigger must be assigned to a report template. After creating a template, you’ll be prompted to create a trigger, or you can create and assign one manually later.

Trigger examples:

• send a report every hour: 0 0 * * * ?
• send a report every Monday: 0 0 0 ? * MON
• send a monthly summary: 0 0 0 1 * ?

For cron syntax details, refer to the Quartz CronTrigger documentation.