For the complete documentation index, see llms.txt. This page is also available as Markdown.

Reports

Use reporting in Cortex to track entity performance against Scorecards, analyze Scorecard performance over time, and more. Reports apply to published Scorecards in your workspace.

Cortex offers several built-in reports:

  • Executive - A high-level view of owned and unowned entities, deploys, endpoints, and Scorecard performance.

  • All Scorecards - An aggregation of Scorecard reports, allowing you to quickly see which entities are meeting standards and which need more attention.

  • Birds eye - A hierarchy-aware entity performance report that visualizes Scorecard data as a heat map.

  • Progress - A graph showing how performance of a Scorecard has changed over time.

  • Report card - A high-level overview of any given Scorecard with the ability to visualize key performance indicators and top or bottom performers.

Cortex also offers CQL reports, allowing you to use Cortex Query Language (CQL) to query raw data in Cortex and build a custom report.

Reports overview video

In the video below, learn how Scorecards, Initiatives, and Reports can be used together to drive business goals.

Accessing reports

From the main sidebar, expand Reports to see the list of available reports:

The 'Reports' tab in the main sidebar.

Accessing reports from Scorecards

You can also access reports directly from a Scorecard, under the Reports tab:

Click the Reports tab in a Scorecard to access reports.

Troubleshooting and FAQ

See frequently asked questions below.

Why don't I see all of my expected Scorecards in a report?

Reports only apply to published Scorecards; they do not apply to draft Scorecards. If a Scorecard does not appear in your report, check if it's in draft form.

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