Introduction

Exporting client details in OpsRamp allows you to generate and download comprehensive information about your configured clients. This feature is useful for audits, reporting, or sharing client configurations with stakeholders.

You can export key data such as Partner and Client details, Created Date, Last Updated, Status, etc., enabling comprehensive record-keeping, transparency, and collaboration across teams. Regular exports also help maintain operational oversight and ensure alignment with organizational compliance requirements.

Permissions

User should have the following permissions to export client details.

CategoryPermission TypePermission Value
REPORTSReportsManage

Export tenant details

The export functionality lets you export client information as a report, in XLSX format.

Follow these steps to export client details:

  1. Click Setup > Account. The ACCOUNT DETAILS screen is displayed.

  2. Click Clients tile.

  3. In the CLIENTS LIST screen, click Export icon.

    Note: A popup appears asking you to install the app, if it is not already installed.
    If the app is already installed, the screen is redirected to the TENANT DETAILS reporting app screen.

    1. Click INSTALLAPP. The REPORTING APPS OVERVIEW screen is displayed.
    2. Click AVAILABLE tab.
    3. Click ADD in the Tenant Details card. The App is successfully installed and a confirmation message appears.
    4. Navigate to CLIENTS LIST screen and click Export icon.

  4. The TENANT DETAILS reporting app screen is displayed.

    The configuration properties in the TENANT DETAILS app are auto-filled with the export data.

    The report generation process is initiated. The progress depends on the data and the configuration parameters.

  5. Select attributes (maximum of 20) and tags from the filter criteria, if required, and click RUN AGAIN.

  6. Click the action (three dots) icon in the upper right corner of the screen and select Download XLSX. The report is downloaded in XLSX format on your local computer. You can also save the report as Analysis.

    See Tenant Details for more information.