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Create reports by using workbooks in Azure Update Manager
This article describes how to create and manage workbooks for VM insights.
azure-update-manager
SnehaSudhirG
sudhirsneha
09/18/2023
how-to

Create reports in Azure Update Manager

Applies to: ✔️ Windows VMs ✔️ Linux VMs ✔️ On-premises environment ✔️ Azure Arc-enabled servers.

This article describes how to create and edit a workbook and make customized reports.

Create a workbook

  1. Sign in to the Azure portal and go to Azure Update Manager.

  2. Under Monitoring, select Update reports to view the Update Manager | Update reports | Gallery page.

  3. Select Quick start tile > Empty. Alternatively, you can select New to create a workbook.

  4. Select Add to select any elements to add to the workbook.

    :::image type="content" source="./media/manage-workbooks/create-workbook-elements.png" alt-text="Screenshot that shows how to create a workbook by using elements.":::

  5. Select Done Editing.

Edit a workbook

  1. Sign in to the Azure portal and go to Azure Update Manager.

  2. Under Monitoring, select Update reports to view Azure Update Manager | Update reports | Gallery.

  3. Select the Azure Update Manager tile > Overview to view the Azure Update Manager | Update reports | Overview page.

  4. Select your subscription, and select Edit to enable the edit mode for all four options:

    • Machines overall status & configuration
    • Updates Data Overview
    • Schedules/Maintenance configurations
    • History of Installation runs

    :::image type="content" source="./media/manage-workbooks/edit-workbooks-inline.png" alt-text="Screenshot that shows enabling the edit mode for all the options in workbooks." lightbox="./media/manage-workbooks/edit-workbooks-expanded.png":::

    You can customize the visualization to create interactive reports and edit the parameters, chart size, and chart settings to define how the chart must be rendered.

    :::image type="content" source="./media/manage-workbooks/workbooks-edit-query-inline.png" alt-text="Screenshot that shows various edit options in workbooks." lightbox="./media/manage-workbooks/workbooks-edit-query-expanded.png":::

  5. Select Done Editing.

Next steps