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Generating Reports and Exports in OneIQ

Understanding how to create reports in OneIQ

Phi Team avatar
Written by Phi Team
Updated over 2 weeks ago

Creating Reports in OneIQ

OneIQ provides several reporting options for offline analysis, documentation, and presentations. These reports can be generated from either an IT Environment or a Workspace, depending on what you are viewing.

Where to Find the Report Button

The Report button is located at the top left of the portal.

Reporting Options

Infrastructure Snapshot (PowerPoint)

A slide deck summarising compute, storage, lifecycle, and platform metrics. Useful for customer reviews or internal presentations.

Entities Report (Microsoft Excel)

An Excel workbook with a worksheet per entity type.
This is similar to RVTools but supports all platforms in the environment, not just VMware.

You can:

  • Export everything, or

  • Export only a specific platform, such as VMware, Nutanix, Hyper-V, AWS, or Azure.

  • All exported data uses 95th percentile values, which removes short-term spikes and highlights sustained workload demand.

Insights Report (Microsoft Excel)

An Excel export of optimisation and right-sizing recommendations.

Time Range Selection

Each report includes a selectable historical time range.
This controls the period used for all metrics displayed in the report.

Common options include:

  • Last 12 hours

  • Last 24 hours

  • Last 7 days

Pick the timeframe that fits your assessment or review window.

Why the PowerPoint Report May Not Appear

If you do not see the Infrastructure Snapshot (PowerPoint) template, it is because you are currently viewing the IT Environment directly.

The PowerPoint report appears only when you view the environment in a Workspace, as Workspaces provide the fixed snapshot required for report generation.

To access the PowerPoint report:

  • Open the Workspace that the IT Environment is attached to.

  • Click the Report button in the top-left area.

If you don’t have a Workspace yet:

  • Go to Overview, create one, and attach your IT Environment.

You will then see all report types, including the PowerPoint option.

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