Adding a Report as tab in Inventory View
Note
Some of the following features are only available in 2025.12.1.
New in IO version 7.1.5 is the ability to add a report as a separate tab in the related entity's Inventory view. For this to work, the report must have a single variable called entity_id defined and it should be left empty (no specific entity defined). Next, configure a filter for the chart that uses the variable.
Important
For 7.1.5, the name of the variable must be entity_id. This will be corrected in a future release.
For releases prior to and including 7.1.5, in order to edit existing inventory reports, you will need to set a property on the UI Service. The property is called com.vi.ui.allow.inventory.report.edit and it should be set to true. Refer to Service Management topic in the IO Administrator Guide for more information. This requirement will be eliminated in a future release.
To add a report as a tab in Inventory, do the following.
Click on More > Show Attributes.
Under Report Attributes, select the Show as tab in the entity details page [EntityType] checkbox, where EntityType is the entity type (e.g., ESX Host) selected for the report and related variable, and provide a name for the Inventory tab in the Tab Name field.
Access Level: Click Add to grant access to users.
Schedule – Off: The Schedule – Off feature allows you to automatically generate and send reports at defined intervals.
Configure the schedule options:
Run: Select how often the report should run.
Interval: Select the time range for the data to be included in each report.
Send To: Choose the recipients who will receive the generated report.
Report Format: Select the file format for the report — PDF, PNG, or SVG.
Pause Schedule: Enable this option to temporarily stop report generation without deleting the schedule.
Click Run Now to generate the report immediately without waiting for the next scheduled time.
The Run Now feature allows you to instantly create a scheduled report and send it to your registered email address, even if a regular schedule is already set for that report.
Note
Before using the Run Now option, ensure that the outbound email service is enabled in your system settings. This allows the system to successfully deliver the report to your inbox.
Click Save.
Here is an example of an ESX Host Inventory view with two new tabs representing linked reports.
Preview Tab Order
While viewing an Inventory report's attributes and deciding on a tab name, you may preview the tab order by clicking on the Preview Tab Order button to the right of the Tab Name field.
