In August I promised a post on creating custom Monitoring Reports. Here are the previous Monitoring Server posts, for reference:
“Which Monitoring Report Should I Use for X?” (Part 1)
“Which Monitoring Report Should I Use for X?” (Part 2)

Time to deliver!

1. Determine which criteria you want to employ in the custom report.

I’d wager your reason is to combine several different Monitoring data into one report. Or to drill down on a specific data point. Either way, start by defining the specifics before you even touch the Monitoring Server.
First, choose from the available Monitoring categories:

  • System health
  • System usage
  • CDR Data
  • Per-User Failed Sessions (Peer to Peer, Conferencing)
  • Diagnostic Data (Peer to Peer, Conferencing)
  • Call Quality
  • User Activity
  • Failed Call Diagnostics

For a list of metrics belonging to these categories, see this TechNet page: Using the Monitoring Dashboard in Skype for Business Server 2015 – TechNet

Also consider time period. Do you want reporting on the past 2 weeks? 30 days? Longer? You’ll have to factor this in too.

Finally, clarify the goal of this report. Do you want to keep an eye on Sales’ call quality? Monitor the system health at a branch location? It helps to write this down & keep it in mind during setup.

For the rest of these steps, I consulted the following posts (and encourage you to do the same):
Lync 2013 – Creating Custom Lync Reports within Monitoring: Northern UC
How to build a custom report for Lync/Skype for Business – Just a Lync Guy

2. Access the Monitoring Reports Page

Do this via the report page’s URL, plus login & password. If you aren’t sure of the URL, use the “Get-CsReportingConfiguration” Powershell cmdlet to locate it.

DO NOT click “LyncServerReports” just yet. What we want instead is the Report Builder.

3. Begin Creating with the Report Builder

If you don’t see Report Builder on the toolbar, either:

  • Report Builder is disabled on the SQL reporting server
  • You don’t have permission to use it
  • You’ll need to install the Report Builder application

If you do need the Report Builder application, download it here: Microsoft SQL Server 2012 Report Builder
(Hopefully we’ll get a new version of this with SQL 2016.)

Use your Monitoring Server Reports URL for its Report Server field.

Once installed/active on the server, select “New Report” in the New Report or Dataset window.  Select “Table or Matrix Wizard”.

On the “Choose a Dataset” screen, select an existing dataset or create a new one. You’ll be prompted for a data source. You’re looking for the SQL DB containing the monitoring data relevant to your goals. (See, told you it helps to know!)

Our Monitoring Server has two data sources – CDRDB and QMSDB. I went with the CDRDB – “Data source associated with the call detail recording (CDR) database” – for now.

CDRDB Data Source

Click OK, and then Next. If prompted for credentials, enter your administrative login & password.

Next you’ll see the “Design a Query” dialog. Here’s where you build up a SQL query using information from the Monitoring data source. Check the options you want in the Database View list, and modify the fields in the Selected Fields list as needed.

(There are many more procedures than I could describe here. Suffice to say that you’ll need a little SQL knowledge to properly build your query.)

Example SQL query code from the "Sample Lync Persistent Chat Archive Report"
Example SQL query code from the “Sample Lync Persistent Chat Archive Report

Click Next. On the “Arrange Fields” screen, drag and drop your fields into rows & columns for an orderly view. Click Next again for layouts and styles (not critical in my eyes, but you may want to style your reports). Click Finish.

4. Test and Upload Your New Custom Report

Afterward, click the Run button at top left to run the report. Doing this now means you can verify the report works as desired, and there’s no errors. If there are, use the Edit button to modify the report’s fields, parameters, etc.

When your custom report is ready, click Save. Place it directly in the Reports folder on your Monitoring Server. (If you don’t see it right away, look under “Recent Sites and Servers”). Now you should see it in your Skype for Business/Lync Reports list!

You can also upload reports from within Reporting Services, using the “Upload File” button.

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Which is great, because others have created custom Monitoring Reports already!

Created a Custom Monitoring Report? Add it to the Community Report Repository

Matt Landis collected Monitoring & Archiving Reports in a Community Report Repository:
Skype for Business (Lync) Community Report Repository – Microsoft UC Report

Great if you want direct examples of custom reports. Or if these already do what you’re looking for.

Have you created a custom Monitoring Report? If so, what was the function you wanted? Please comment or email. If the standard reports work fine for you, please share what you use them for too.

How to Create a Custom Monitoring Report in Skype for Business (and Lync Server)
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