Orchestration ROI premium reports

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 3 minutes to read
  • The premium dashboard provides detailed reports on calculated savings over time.

    The ROI premium reports require the Orchestration - ROI Premium plugin and are built using Performance Analytics. The Orchestration - ROI Premium plugin is dependent on the Performance Analytics - Premium plugin which requires a separate subscription.
    Important:
    You must activate the Performance Analytics scheduled collection job before Orchestration ROI premium can display data.

    To access the ROI premium dashboard, navigate to Orchestration > ROI Reports > Premium Dashboard.

    ROI By Category tab

    The ROI By Category tab contains three reports showing the calculated savings over time by category.

    Figure 1. Calculated savings monthly by category
    Calculated savings monthly by category
    Table 1. Premium reports for calculated savings over time by category
    Report Description
    ROI - Monthly By Category Shows the calculated savings each month by category. The chart displays the total calculated savings against the calculated savings for each category.
    • Type: Column chart
    • Table: Detailed Savings Report [detailed_savings_report]
    ROI - By Category Shows the trend of calculated savings by category.
    • Type: Spline chart
    • Table: Detailed Savings Report [detailed_savings_report]
    ROI - Running Sum 12 month period Shows the running sum of calculated savings for all categories in the last 12 months.
    • Type: Area chart
    • Table: Detailed Savings Report [detailed_savings_report]

    ROI By Automation Entry

    The ROI By Automation Entry tab contains two reports showing the calculated savings over time by automation entry.

    Figure 2. Calculated savings for the current month by automation entry
    Calculated savings for the current month by automation entry
    Table 2. Calculated savings over time by automation entry
    Report Description
    ROI By Automation Entry Shows the current month’s calculated savings for each automation entry.
    • Type: Column
    • Table: Detailed Savings Report [detailed_savings_report]
    ROI - By Automation Entry Top 10 List Shows the top 10 automation entries that have the most calculated savings in the current month.
    • Type: Scorecard
    • Table: Detailed Savings Report [detailed_savings_report]

    Request Orchestration ROI premium reports

    To view the Orchestration ROI premium reports, you must request activation of the Orchestration - ROI Premium (com.snc.runbook_automation.roi_premium) plugin. The Orchestration - ROI Premium plugin is included with an Orchestration subscription, but must be activated by request.

    Before you begin

    The Orchestration - ROI Premium plugin requires the Performance Analytics - Premium plugin, which must be purchased separately.

    Role required: admin

    Procedure

    1. Navigate to All > System Applications > All Available Applications > All.
    2. On the All Applications page, select Request Plugin to open the Activate Plugin form on Now Support.
      Admin view of Activate Plugin form to capture details for activating the CSM Workspace plugin on a selected instance. For the text description, refer to the Activate Plugin form table.
    3. On Now Support, select the link to access the Now Support Service Portal Service Catalog.
      Message informing customers about new service portal with a link provided.
    4. Select your instance.
    5. Select Actions > Activate Plugin.
    6. On the Activate Plugin form, provide the following information.
      Table 3. Activate Plugin form
      Field Description

      What is your target instance

      Instance on which to activate the plugin.

      Which plugin would you like to activate

      Name of the plugin to activate.

      Note:
      If the system does not list the plugin you want or if you are activating the plugin on an OEM or on-premise instance, select the Plugin I'm looking for is not listed check box and then enter the name of the plugin.

      Select Maintenance Date and Time

      The date and time to activate the plugin.

      Note:
      Plugins are activated in two batches, once in the morning and once in the evening, on every business day in the US Pacific time zone. If the plugin must be activated at a specific time, enter the request in the Reason/Comments field.

      For example, see the following form to activate the CSM Workspace plugin on an instance named My Instance.

      Figure 3. Activate Plugin form
      Admin view of the form to capture details of the CSM Workspace plugin on a selected instance. For the text description, refer to the Activate Plugin form table.
    7. Select Submit.

    Schedule Orchestration ROI calculations for premium reports

    Orchestration ROI premium reports use a Performance Analytics job that must be activated before premium reports can be generated.

    Before you begin

    Role required: orchestration_manager, admin

    About this task

    The scheduled job required to calculate premium ROI reports is called [PA ROI] Historic Data Collection and is installed with the Orchestration - ROI Premium [com.snc.runbook_automation.roi_premium] plugin. This job is not active by default.

    Procedure

    1. Navigate to All > Performance Analytics > Data Collector > Jobs.
    2. Search for the [PA ROI] Historic Data Collection job.
    3. Select the Active check box.
    4. The scheduling options appear for the value selected in the Run field.
      For instructions on creating a schedule, see Create or schedule a data collection job.
    5. To execute the schedule directly from the job definition, click Execute Now.
    6. Click Update.