@cryptotaxi247 / netdata-1 / commits / 042f80da2

Add reporting documentation page (#21520)

* Add reporting documentation page New documentation covering 4 methods for extracting infrastructure insights from Netdata: 1. AI Insights - executive summaries and scheduled reports 2. AI Assistants (MCP) - ad-hoc queries via Claude, Cursor, etc. 3. Grafana integration - custom dashboards from Netdata Cloud 4. Export to BI tools - Power BI, Tableau, Looker, and others Methods are ordered from easiest to most advanced. Page includes SEO keywords for major BI platforms to improve discoverability. * Update reporting.md removed --- * docs/reporting.md: address PR feedback on Export to BI section - Recommend Netdata Cloud API as primary option for multi-node infrastructure - Add concrete examples with API tokens for querying all nodes - Clarify distinction between Cloud API (all nodes) vs Agent API (single node) - Use clearer terminology (AGENT_IP instead of YOUR_NETDATA_IP) - Fix broken REST API link to point to src/web/api/README.md * docs/reporting.md: clarify Agent vs Parent API access - Use NODE_IP instead of AGENT_IP to indicate both work - Parent IP returns aggregated metrics from all child agents - Update to /api/v3/ endpoints (current version in use) * docs/reporting.md: fix API v3 endpoint parameters - Use context=system.cpu instead of chart=system.cpu (v3 API uses context, not chart) - chart parameter is v1 API only * docs/reporting.md: fix API v3 parameter - use contexts (plural) not context - v3 API uses 'contexts' parameter (plural), not 'context' or 'chart' - chart parameter is v1 API only - format=json2 is the v3 default format * docs/reporting.md: document key API v3 parameters - Explain contexts, after/before, points, time_group parameters - Show example with meaningful values instead of defaults * docs/reporting.md: add practical BI use cases with examples - Show common BI scenarios (daily averages, weekly max, hourly sum) - Add table explaining key parameters for BI workflows - Make it clear this is for combining with other business data --------- Co-authored-by: Kanela <kanela@netdata.cloud>

Costa Tsaousis committed Jan 29, 2026 at 07:54 UTC 042f80da23211a973bf0328b2d91948a530b9dc2
2 files changed +298
docs/.map/map.csv
+1
@@ -5,6 +5,7 @@ https://github.com/netdata/netdata/edit/master/docs/realtime-monitoring.md,Real-
5 https://github.com/netdata/netdata/edit/master/docs/scalability.md,Scalability,Published,Welcome to Netdata,,
6 https://github.com/netdata/netdata/edit/master/src/collectors/COLLECTORS.md,Monitor Anything,Published,Welcome to Netdata,,Netdata gathers real-time metrics from hundreds of data sources using collectors. Most require zero configuration and are pre-configured out of the box.
7 https://github.com/netdata/netdata/edit/master/docs/fleet-configuration-management.md,Fleet Deployment and Configuration Management,Published,Welcome to Netdata,,
8 +https://github.com/netdata/netdata/edit/master/docs/reporting.md,Reporting,Published,Welcome to Netdata,"power bi, tableau, looker, qlik, reporting, business intelligence, bi, grafana, ai insights, mcp, executive reports, board reporting, data export","Extract infrastructure insights for stakeholders and BI tools using AI Insights, AI assistants (MCP), Grafana, or data export to Power BI, Tableau, and other analytics platforms."
9 https://github.com/netdata/netdata/edit/master/docs/getting-started-netdata/guide.md,Getting Started,Published,root,,
10 https://github.com/netdata/netdata/edit/master/docs/Demo-Sites.md,Live Demo,Published,root,,
11 ,,,,,
docs/reporting.md new
+297
@@ -0,0 +1,297 @@
1 +# Reporting
2 +
3 +Extract infrastructure insights for stakeholders, leadership, and external tools. Netdata provides four ways to create reports—from asking a simple question to exporting raw metrics into your existing business intelligence stack.
4 +
5 +## Methods overview
6 +
7 +| Method | Effort | Best for |
8 +|--------|--------|----------|
9 +| **[AI Insights](#ai-insights)** | Easiest | Executive summaries, recurring reports, natural language queries |
10 +| **[AI Assistants (MCP)](#ai-assistants-mcp)** | Easy | Ad-hoc analysis, deep investigation, developer workflows |
11 +| **[Grafana](#grafana-integration)** | Medium | Custom dashboards, teams already using Grafana |
12 +| **[Export to BI](#export-to-business-intelligence-tools)** | Advanced | Power BI, Tableau, Looker, custom analytics pipelines |
13 +
14 +## AI Insights
15 +
16 +Ask Netdata anything about your infrastructure in plain language and receive an executive-ready report. No configuration required—just describe what you need.
17 +
18 +### When to use it
19 +
20 +- Monday morning recap of weekend incidents
21 +- Post-incident executive summary for leadership
22 +- Weekly health checks and situational awareness
23 +- Cost optimization analysis
24 +- SLO conformance reporting
25 +
26 +### How to generate a report
27 +
28 +1. Open Netdata Cloud and go to `Insights`
29 +2. Select a pre-built report type (Infrastructure Summary, Performance Optimization, Capacity Planning, Anomaly Analysis) or click `New Investigation` for a custom prompt
30 +3. Choose the time range and scope (all nodes or a specific room/space)
31 +4. Click `Generate`
32 +
33 +Reports complete in 2–3 minutes and are saved in Insights. You receive an email when the report is ready.
34 +
35 +### Scheduling recurring reports
36 +
37 +Automate your reporting workflow with scheduled reports:
38 +
39 +1. Configure your report as above
40 +2. Click `Schedule` (next to `Generate`)
41 +3. Choose cadence: daily, weekly, or monthly
42 +4. Set the delivery time
43 +
44 +Scheduled reports run automatically and deliver results to your email and the Insights tab.
45 +
46 +### Example prompts
47 +
48 +**Weekly infrastructure health:**
49 +```
50 +Generate a weekly infrastructure summary for services A, B, and C.
51 +Include major incidents, anomalies, capacity risks, and recommended follow-ups.
52 +```
53 +
54 +**Cost optimization:**
55 +```
56 +Identify underutilized nodes for cost savings. Monthly compute is ~$12K
57 +with mixed workloads. Goal: save $2–3K/month without reliability impact.
58 +```
59 +
60 +**SLO conformance:**
61 +```
62 +Generate an SLO conformance report for 'user-auth' (99.9% uptime,
63 +p95 latency <200ms) for the last 7 days. Include breaches, contributing
64 +factors, and remediation recommendations.
65 +```
66 +
67 +### Availability
68 +
69 +- Available to Business and Free Trial plans
70 +- Each report consumes 1 AI credit (10 free per month on eligible plans)
71 +- Data privacy: metrics are summarized into structured context; your data is not used to train foundation models
72 +
73 +## AI Assistants (MCP)
74 +
75 +Connect your AI assistant directly to Netdata using the Model Context Protocol (MCP). Ask questions in natural language and receive answers based on live infrastructure data.
76 +
77 +Every Netdata Agent and Parent (v2.6.0+) includes an MCP server. AI assistants can query metrics, alerts, logs, and live system information across your entire infrastructure.
78 +
79 +### Supported AI clients
80 +
81 +| Client | Description |
82 +|--------|-------------|
83 +| Claude Desktop | Anthropic's desktop AI assistant |
84 +| Claude Code | Anthropic's CLI for development workflows |
85 +| Cursor | AI-powered code editor |
86 +| VS Code | Visual Studio Code with MCP support |
87 +| JetBrains IDEs | IntelliJ, PyCharm, WebStorm, and others |
88 +| Gemini CLI | Google's Gemini CLI |
89 +| OpenAI Codex CLI | OpenAI's development tools |
90 +
91 +### How to connect
92 +
93 +```bash
94 +# Export your MCP key
95 +export NETDATA_MCP_API_KEY="$(cat /var/lib/netdata/mcp_dev_preview_api_key)"
96 +
97 +# Connect using mcp-remote
98 +npx mcp-remote@latest --http http://YOUR_NETDATA_IP:19999/mcp \
99 + --allow-http \
100 + --header "Authorization: Bearer $NETDATA_MCP_API_KEY"
101 +```
102 +
103 +### Example queries
104 +
105 +Once connected, ask natural language questions:
106 +
107 +- "Show me CPU usage for all nodes in the last 24 hours"
108 +- "What are the top 10 processes by memory consumption?"
109 +- "Find any anomalies in network traffic this week"
110 +- "Generate a summary of all active alerts"
111 +- "Which nodes have the highest disk utilization?"
112 +
113 +### Availability
114 +
115 +- Available on all plans (v2.6.0+)
116 +- Unlimited queries with no per-query charges
117 +- Requires API key for access to sensitive data
118 +
119 +See [Netdata MCP](/docs/netdata-ai/mcp/README.md) for detailed setup instructions.
120 +
121 +## Grafana integration
122 +
123 +Connect Grafana to Netdata Cloud for infrastructure-wide dashboards. Use Grafana's visualization capabilities with Netdata's real-time metrics.
124 +
125 +### When to use it
126 +
127 +- Teams already using Grafana for other data sources
128 +- Custom dashboard requirements beyond Netdata's built-in charts
129 +- Combining Netdata metrics with data from other systems
130 +
131 +### How to connect
132 +
133 +1. Install the Netdata data source plugin in Grafana
134 +2. Configure connection to Netdata Cloud using an API token
135 +3. Create dashboards using Grafana's query builder
136 +
137 +:::tip
138 +
139 +Generate API tokens from Netdata Cloud under **User Settings** → **API Tokens**. See [API Tokens](/docs/netdata-cloud/authentication-and-authorization/api-tokens.md) for details.
140 +
141 +:::
142 +
143 +### Availability
144 +
145 +- Requires Netdata Cloud account
146 +- Grafana Cloud or self-hosted Grafana
147 +- API tokens available on all plans
148 +
149 +## Export to business intelligence tools
150 +
151 +Export metrics from Netdata to external databases and business intelligence platforms. You can query data from individual Agents or use Netdata Cloud to aggregate metrics from your entire infrastructure.
152 +
153 +### Supported BI platforms
154 +
155 +Netdata integrates with popular business intelligence tools through several pathways:
156 +
157 +| BI Platform | Integration Options |
158 +|-------------|---------------------|
159 +| **Power BI** | Netdata Cloud API, Prometheus endpoint, or database export |
160 +| **Tableau** | Netdata Cloud API, PostgreSQL, or Prometheus |
161 +| **Looker / Looker Studio** | Netdata Cloud API, BigQuery, or Prometheus |
162 +| **Qlik** | Netdata Cloud API, PostgreSQL, or InfluxDB |
163 +| **SAP Analytics Cloud** | Netdata Cloud API or PostgreSQL |
164 +| **Metabase** | Netdata Cloud API, PostgreSQL, or TimescaleDB |
165 +| **Apache Superset** | Netdata Cloud API, PostgreSQL, or Prometheus |
166 +| **Domo** | Netdata Cloud API or database connectors |
167 +| **ThoughtSpot** | Netdata Cloud API or PostgreSQL |
168 +
169 +### Query options
170 +
171 +#### Netdata Cloud API (recommended)
172 +
173 +The Netdata Cloud API lets you query metrics from all your nodes through a single endpoint. This is the simplest approach for multi-node infrastructure.
174 +
175 +1. Generate an API token from **User Settings** → **API Tokens**
176 +2. Use the token to authenticate requests to `https://app.netdata.cloud/api/v2/data`
177 +
178 +```bash
179 +# Query CPU metrics from all nodes
180 +curl -H 'Accept: application/json' \
181 + -H "Authorization: Bearer YOUR_API_TOKEN" \
182 + 'https://app.netdata.cloud/api/v2/data?contexts=system.cpu&after=-3600'
183 +
184 +# Get list of all nodes in your space
185 +curl -H 'Accept: application/json' \
186 + -H "Authorization: Bearer YOUR_API_TOKEN" \
187 + 'https://app.netdata.cloud/api/v2/nodes'
188 +```
189 +
190 +The Cloud API returns aggregated data from all nodes in your infrastructure, making it ideal for BI tools that need a unified view.
191 +
192 +#### Prometheus endpoint (single-node)
193 +
194 +For single-node deployments or Prometheus-based workflows, query the Agent or Parent directly:
195 +
196 +```
197 +http://NODE_IP:19999/api/v3/allmetrics?format=prometheus
198 +```
199 +
200 +Replace `NODE_IP` with your Netdata Agent or Parent IP address:
201 +- **Agent IP**: Returns metrics from that single node
202 +- **Parent IP**: Returns aggregated metrics from all child agents connected to that Parent
203 +
204 +This endpoint is useful when you need metrics from a specific node or when your BI tool already integrates with Prometheus.
205 +
206 +#### REST API with JSON
207 +
208 +Query specific metrics from an Agent or Parent in JSON format. This is useful for BI tools that need to combine Netdata metrics with other business data.
209 +
210 +**Common BI use cases:**
211 +
212 +```bash
213 +# Daily averages for last 30 days, grouped by node
214 +curl 'http://NODE_IP:19999/api/v3/data?contexts=system.cpu&after=-2592000&points=30&time_group=avg&group_by=node'
215 +
216 +# Weekly max values for capacity planning
217 +curl 'http://NODE_IP:19999/api/v3/data?contexts=system.ram&after=-604800&points=4&time_group=max&group_by=node'
218 +
219 +# Hourly sum for cost analysis
220 +curl 'http://NODE_IP:19999/api/v3/data?contexts=system.cpu&after=-86400&points=24&time_group=sum'
221 +```
222 +
223 +**Key parameters for BI workflows:**
224 +
225 +| Parameter | Description | Example |
226 +|-----------|-------------|---------|
227 +| `contexts` | Metric context to query | `system.cpu`, `system.ram`, `disk.io` |
228 +| `after` / `before` | Timeframe (seconds or Unix timestamp) | `-2592000` = last 30 days |
229 +| `points` | Number of output points | `30` = daily for monthly view |
230 +| `time_group` | Aggregation function | `avg`, `sum`, `min`, `max` |
231 +| `group_by` | How to group results | `node`, `context`, `label:LABEL_NAME` |
232 +
233 +Power BI, Tableau, and similar tools can consume this JSON through their data transformation features (Power Query, etc.).
234 +
235 +#### Database export connectors
236 +
237 +For persistent storage and historical analysis, export metrics to a database:
238 +
239 +| Database | Connector |
240 +|----------|-----------|
241 +| PostgreSQL | Prometheus remote write adapter |
242 +| TimescaleDB | Prometheus remote write or netdata-timescale-relay |
243 +| InfluxDB | Graphite or Prometheus remote write |
244 +| Elasticsearch | Graphite or Prometheus remote write |
245 +| Google BigQuery | Prometheus remote write |
246 +| AWS services | AWS Kinesis Data Streams |
247 +| Azure services | Prometheus remote write |
248 +
249 +See [Export Metrics to External Time-Series Databases](/docs/exporting-metrics/README.md) for full connector documentation.
250 +
251 +### When to use this approach
252 +
253 +- Existing BI infrastructure with established workflows
254 +- Requirement to combine Netdata data with other business data sources
255 +- Custom visualization needs not covered by built-in dashboards
256 +- Long-term archival beyond Netdata's retention
257 +- Compliance requirements for data export
258 +
259 +## Choosing the right method
260 +
261 +### Start with AI Insights if you:
262 +
263 +- Need reports quickly without setup
264 +- Want executive-ready summaries
265 +- Prefer natural language over configuration
266 +- Need recurring automated reports
267 +
268 +### Use AI Assistants (MCP) if you:
269 +
270 +- Want real-time answers to ad-hoc questions
271 +- Already use Claude, Cursor, or similar AI tools
272 +- Need deep investigation capabilities
273 +- Prefer conversational interaction with your data
274 +
275 +### Use Grafana if you:
276 +
277 +- Already have Grafana deployed
278 +- Need highly customized dashboards
279 +- Want to combine Netdata with other data sources in one view
280 +- Have team expertise in Grafana
281 +
282 +### Export to BI tools if you:
283 +
284 +- Have established Power BI, Tableau, or Looker workflows
285 +- Need to combine infrastructure metrics with business data
286 +- Require custom analytics beyond monitoring
287 +- Have compliance requirements for data in specific systems
288 +
289 +## Related documentation
290 +
291 +- [AI Insights: Infrastructure Summary](/docs/netdata-ai/insights/infrastructure-summary.md)
292 +- [AI Insights: Scheduled Reports](/docs/netdata-ai/insights/scheduled-reports.md)
293 +- [Investigations](/docs/netdata-ai/investigations/index.md)
294 +- [Netdata MCP](/docs/netdata-ai/mcp/README.md)
295 +- [API Tokens](/docs/netdata-cloud/authentication-and-authorization/api-tokens.md)
296 +- [Export Metrics to External Time-Series Databases](/docs/exporting-metrics/README.md)
297 +- [REST API](/src/web/api/README.md)