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There is an irony in the world of IT reports: the more useful they are, the more work they create. Collecting, assembling, formatting, and sending — every week. The Reports Agent in the Nyverra ITSM Portal exists to turn this cycle into an automatic operation, triggered by playbooks.

This guide explains what the module does, how to trigger and rerun reports, and why the execution history is essential for trusting the process.

Agent Reports in Nyverra Portal: reports on autopilot — Nyverra ITSM PortalModule interface in the Nyverra ITSM Portal.

What is the Reports Agent

It is the Portal component that performs the report work: triggers a playbook (a generation script), assembles the reports, and records each execution. Instead of a person clicking "generate," the agent handles the cycle.

Concept What it is
Playbook A script that describes what the agent should generate
Execution One agent run (manual or scheduled)
History Record of executions and their results

Day-to-day use

  • Recurring reports: generate the same data sets periodically.
  • Distribution: integrate with scheduled reports and send by email.
  • Rerun: redo a failed generation without waiting for the next cycle.
  • Visibility: track what ran, when, and with what result.

Module features

Feature What it does
Trigger playbook Starts an agent execution
Rerun Repeats a specific generation
Execution history Lists runs, statuses, and results
Integration Connects to scheduled reports and report history

Who uses it

Profile Typical use
Administrator Configure the agent and playbooks
Manager Receive recurring reports automatically
Operations Rerun failed generations

How to use: step by step

  1. Configure the agent and the reports it should produce.
  2. Trigger the playbook (or leave it scheduled).
  3. Monitor the executions in the module history.
  4. Rerun in case of failure or a specific need.
  5. Combine with scheduled reports for the distribution routine.

Business rules and precautions

Point Explanation
Failures An execution may fail (data, permission, integration) — monitor it.
Rerun Useful for recovering generations without waiting for the next cycle.
Data The numbers reflect the database at the time of execution.
Window Heavy generations should run during low-load hours.

Best practices

  • Monitor failures to avoid leaving reports silently pending.
  • Use rerun to quickly recover a generation with an error.
  • Combine agent + scheduled reports to automate delivery.
  • Schedule heavy executions in a low-load window.
  • Keep an inventory of which playbooks generate which reports.

Common mistakes

Situation What to do
Report did not arrive Verify the execution history and the delivery audit.
Execution failed Check the error and use rerun after fixing.
Slow generation Reschedule to a lower-load time.

Frequently asked questions

Does the agent replace scheduled reports?
It complements: the agent generates; the scheduling distributes.

Can I rerun just one report?
Yes, via the rerun action.

How do I know if it ran?
From the module's execution history.

Automate via API

The agent is exposed via API (/api/report-agent and related endpoints), allowing you to trigger and monitor executions. Reference at developer.nyverra.com.

Use cases: information on autopilot

1. Recurring reports. Every Monday, the playbook generates the week's reports and the scheduling delivers them. The manager starts the day with information, without anyone "assembling" anything.

2. Failure recovery. A generation fails due to an integration error. Once the problem is fixed, the rerun redoes the report without waiting for the next cycle.

3. Execution audit. The history shows what ran, when, and with what result — useful for proving that mandatory reports were generated.

Agent KPIs

Indicator What it reveals
Success vs. failure executions Process reliability
Average execution time Efficiency
Required reruns Stability
Reports generated per period Automation coverage

How to operate the agent well

Monitor failures — a generation that fails silently is a report that "disappeared." Schedule heavy executions in a low-load window. Keep the inventory of which playbooks generate which reports. And combine with scheduled reports: the agent is the factory, scheduling is the delivery. Together, they eliminate the manual work that often turns "report management" into lost time every week.

Agent checklist

  1. Configure the playbooks and reports.
  2. Schedule or trigger manually.
  3. Monitor the execution history.
  4. Rerun in case of failure.
  5. Schedule heavy loads during low demand.
  6. Combine with scheduled reports.

Additional frequently asked questions

Does the agent replace scheduling?
It complements: the agent generates; the scheduling distributes.

How do I recover a generation that failed?
Via rerun.

Where do I see the result?
In the execution history and in the report history.

Conclusion

With the Reports Agent, the Nyverra ITSM Portal delivers information on autopilot. Less time assembling reports, more time using what they reveal — and a history that shows, with every execution, that the process worked.

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