Generate Reports

Overview

Once you've evaluated providers and identified top candidates, you can save your analysis in a Summary Report. This report consolidates your analysis into an executive-ready document that serves as both a recommendation and a data-backed justification for provider procurement decisions.

Summary report overview showing query capture and results for selected providers

Summary reports serve multiple purposes:

• Document your analysis: Capture the query parameters, data, and recommendations from your comparison.

• Support decision-making: Provide data-backed justification for provider selection.

• Create a record: Preserve a point-in-time snapshot of provider performance for future reference.

Why Reports Are Static

Reports are static snapshots of your analysis at the time of creation. Data does not update over time, even if you return to view the report months later.

Why This Matters:

• Accountability: If you recommended a provider 6 months ago based on 6 months of data, your report preserves the justification of that recommendation at that time, even if the 6 months of data since shows a different recommended provider.

• Auditability: Stakeholders can verify what data informed the decision (for example, "Was there an outage spike in December that influenced the choice?").

• Compliance: Some organizations require historical records of infrastructure decisions for regulatory or legal reasons.

Selecting Providers

Before you can create a report, you must select which providers to include from your results page:

• Summary view: You must be on the Summary View; you cannot generate reports from a single-destination view or the Universal Application Summary view. See Destination Views for information about the different views.

• For each location: For every location you want to include in the report, check the box next to the providers you want compared.

• Maximum five providers: You can select up to five providers per location. For example, selecting five providers across five locations results in 25 provider selections for report generation.

  • Checkboxes gray out once you select 5 providers and a limit message appears.

  • To select a different provider to include in your report, you must deselect a checked provider first.

Results table in summary view with provider checkboxes for report selection

Reviewing Your Selections

Once you've selected your providers, click the Generate Report button below the table. This opens a report review panel where you can review and configure report data before generating the report.

Report review panel with report name and selected providers

• Provider Report Query: Expand this section to review the query parameters used to generate your report:

  • If you want to change a query parameter, click Exit Report Flow or click off the review panel to go back to the results page, where you can update any parameter from the query bar.

  • Note: changing parameters generates a new set of results and clears all provider selections made.

Report review panel with provider report query section expanded

• Report Name: Give your report a descriptive and specific name.

  • Note: If you think you might want to rerun the query at a later date and save another report, we recommend adding a date to your report name to distinguish it from future reports for the same query.

• Selected Providers: Review the list of providers you’ve selected for comparison at each of your chosen locations. You can:

  • View the name of the provider and its overall score.

  • Select which provider(s) to show as “Recommended” for each location on your generated report.

  • If you want to change your selected providers, click Edit Providers to go back to the results page. Using this button protects your query parameters against accidental change, so you don’t lose your results.

• If you are satisfied with your report selections, click Preview Report.

Previewing Your Report

Your draft report is generated in seconds and opens onscreen.

Draft report preview with scores and recommended provider labels

Report Contents

Your draft report includes:

Top

• Report name and creation date.

  • The report name has a Draft label against it because it is not yet saved.

• Save Report: When you’re satisfied with the report, save it.

  • The report is listed in Saved Reports on the Provider Intelligence console.

• Edit Report: You still have time to change query parameters and provider selections.

  • Editing the report takes you back to the report review panel.

Query

• The query parameters underpinning the report.

  • You cannot change these on the report review panel or preview page. You must go back to the results page to change query parameters.

Results Tables

• Results tables showing a comparison of just your selected providers per location.

• The tables show:

  • Overall and per-metric scores for all of the metrics you configured on your results page.

  • Stability scores.

  • The Recommended` label next to your recommended provider(s).

Managing Reports

Viewing Saved Reports

1. Navigate to Internet Insights > Provider Intelligence.

2. On the console under Saved Reports, you'll see a list of all your previously generated reports with:

   • Creation date.

   • Report name.

   • User locations and providers covered.

   • Quick actions (View Report, Re-run Query, Delete) from the ellipsis (...).

3. Reports are listed in order of Last Created by default, but you can sort by First Created or alphabetically (A-Z, Z-A).

4. Use the search field to find a particular report.

Deleting a Report

1. Click Delete either from the actions ellipsis (...) in Saved Reports or from your report page.

2. Confirm the deletion in the pop-up.

Warning: Deletion is permanent and cannot be undone.