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Reports

The reporting system creates professional reports based on HTML templates. Reports can be generated manually or on a schedule and sent via email.

Concept

The reporting system consists of three layers:

  1. Base Templates - Reusable HTML/CSS base layouts
  2. Report Templates - Specific reports with SQL queries and variables
  3. Generated Reports - Final PDF/HTML documents

Managing Templates

Access template management via the Reports navigation item.

Base Templates

Base templates define the fundamental layout of a report:

  • HTML structure (header, footer, page layout)
  • CSS styling (colors, fonts, spacing)
  • Placeholders for dynamic content

DATAZONE Control ships with default base templates that you can customize or use as a starting point.

Creating Report Templates

  1. Click Create Template
  2. Configure the template:
FieldDescription
NameName of the template
DescriptionPurpose of the report
Base TemplateUnderlying layout
HTML TemplateReport-specific HTML
CSSAdditional styles
SQL QueriesData queries for the report

Template Editor

The integrated editor provides:

  • Syntax highlighting for HTML, CSS, and SQL
  • Line numbers
  • Live preview

Variables

The following variables are available in templates:

Host Lists

VariableDescription
List of all OPNsense firewalls with all fields
List of all PVE hosts with VM/container counts
List of all PBS hosts with datastore info
List of all Linux servers
List of all Windows servers

Context Variables

VariableDescription
Selected customer (for customer-specific reports)
Generation date (ISO format)
Company name (from branding settings)
Company logo as Base64 image (from branding)
Report period (if configured)

Custom Variables

Report templates can define their own default variables that can be overridden during generation or in the schedule:

VariableExampleDescription
"Firma GmbH"Filter for a specific customer
"web*"Filter for specific hostnames
"warning"Only hosts with this severity or higher

Generating Reports

Manual

  1. Select a template
  2. Click Generate Report
  3. Optionally select a customer for filtering
  4. The report is generated and can be downloaded

Batch Generation

To create reports for all customers at once:

  1. Select a template
  2. Click Batch Generate
  3. A separate report is created for each customer

Scheduled

Report schedules automate regular report creation:

  1. Select a template
  2. Click Create Schedule
  3. Configure:
FieldDescription
NameName of the schedule
Schedule TypeDaily, weekly, monthly, or Cron
TimeExecution time (HH:MM)
DayDay of the week or day of the month (depending on type)
Cron ExpressionFree cron expression (for type "Cron")
VariablesOverridable template variables

Schedule Types

TypeDescription
DailyEvery day at the specified time
WeeklyOn the selected day of the week
MonthlyOn the selected day of the month
CronFree cron expression for complex schedules

Email Delivery

Generated reports can be sent via email:

  1. Open a generated report
  2. Click Send via Email
  3. Enter the recipient
  4. Optional: Customize the subject and message

Prerequisite

SMTP settings must be configured under Settings for email delivery to work.

Export Formats

Generated reports can be exported in the following formats:

FormatDescription
HTMLWeb view directly in the browser
PDFVia the browser print function (Ctrl+P → Save as PDF)

PDF Creation

Since reports are rendered as HTML, use the browser print function for professional PDF exports. The CSS styles of the base template include @media print rules for optimal print layout.

Preview

Before generating, you can preview the report:

  1. Select a template
  2. Click the eye icon (Preview)
  3. The report is rendered with current data

Example Report

A typical infrastructure report might contain:

  • Company header with logo and date
  • Summary: Number of hosts per module, online/offline status
  • Firewall overview: Versions, gateway status, last updates
  • Server overview: CPU/RAM utilization, pending updates
  • Backup status: Last backups, datastore usage
  • Recommendations: Hosts with critical checks or outdated versions

DATAZONE Control Documentation