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AAP-67909 updated automation dashboard docs for PR 226#5713

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michellemacrh merged 5 commits intoansible:mainfrom
emurtoug:AAP-67909
Mar 10, 2026
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AAP-67909 updated automation dashboard docs for PR 226#5713
michellemacrh merged 5 commits intoansible:mainfrom
emurtoug:AAP-67909

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@emurtoug emurtoug commented Mar 10, 2026

https://issues.redhat.com/browse/AAP-67909

Documentation updates for ansible/automation-reports#226
Ensured all UI elements and definitions match those within https://docs.google.com/spreadsheets/d/1UTIAthTS2lsk5tfujj7r533Fv96GNuJaAzwKt7uB3gE/edit?gid=0#gid=0

Files modified:

  • proc-analyzing-costs-savings.adoc
  • ref-costs-savings-metrics.adoc
  • assembly-view-key-metrics.adoc
  • con-filter-automation-data.adoc

Files added:

  • proc-exporting-reports.adoc

@emurtoug emurtoug added Ready for technical review Content is ready for technical reviews 2.4 Content applies to AAP 2.4 2.5 Content applies to AAP 2.5 Delay backport Content can't be backported to a release branch yet 2.6 Content applies for 2.6 labels Mar 10, 2026
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A couple of comments ... I hope I understood correctly what was meant.

* Changing from one currency to another does not convert the value of that currency. You must manually change the manual and automation cost figures to reflect whichever currency you select.
* Use a shorter time period to analyze specific automation use cases.
* Use a longer time period to evaluate overall platform usage and automation growth.
* Changing the currency to another convert the values. You must manually update the **Monthly AAP cost** and **Hourly rate** in settings to reflect the selected currency.
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Small typo: "Changing the currency to another converts the values."

I am thinking that customers might understand this sentence as if there is an automatic conversion happening in the background when in reality only the currency symbol displayed is changed and no actual conversion is done. In a nutshell, the values are not converted.


.Procedure

. Navigate to the **Reports** page.
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I am not sure if I understand this correctly, but in the standalone utility, there is no Report page. There are two buttons "Save as PDF" and "Export as CSV" that customers click to generate their desired reports.

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One more suggestion for generating reports.

.Procedure

. Navigate to the **Reports** page.
. Select a saved report or use the filters to customize the current view.
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There are still extra steps listed that do not exist in the dashboard (it is a fairly simple application). I would describe it like this (just my suggestion, please feel free to change it):
. Select a saved report or use the filters to customize the current view.
. Select a Duration for the data you want to export.
. Click Export as CSV: Generates a spreadsheet of the raw data.
. Click Save as PDF: Generates a formatted summary report.
. Selected reports are generated and saved to your hard drive.

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LGTM!

@emurtoug emurtoug added Ready for review This PR needs review and approval by members of the docs team Technical review complete Content has been reviewed for technical accuracy and completeness and removed Ready for technical review Content is ready for technical reviews labels Mar 10, 2026
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LGTM

@michellemacrh michellemacrh merged commit fa0b0f7 into ansible:main Mar 10, 2026
* Changing from one currency to another does not convert the value of that currency. You must manually change the manual and automation cost figures to reflect whichever currency you select.
* Use a shorter time period to analyze specific automation use cases.
* Use a longer time period to evaluate overall platform usage and automation growth.
* Changing the currency does not convert the values. You must manually update the **Monthly AAP cost** and **Hourly rate** in settings to reflect the selected currency.
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recommend removing settings, this is just the field that needs to be updated on the UI.

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@prigit1 - can you clarify? should line 33 change to the following?:

  • Changing the currency does not convert the values. You must manually update the Monthly AAP cost and Hourly rate to reflect the selected currency.

emurtoug added a commit to emurtoug/aap-docs that referenced this pull request Mar 20, 2026
* AAP-67909 updated automation dashboard docs for PR 226

* AAP-67909 added new file

* AAP-67909 updated following tech review

* AAP-67909 updated following tech review

* AAP-67909 updated following tech review
emurtoug added a commit to emurtoug/aap-docs that referenced this pull request Mar 20, 2026
* AAP-67909 updated automation dashboard docs for PR 226

* AAP-67909 added new file

* AAP-67909 updated following tech review

* AAP-67909 updated following tech review

* AAP-67909 updated following tech review
emurtoug added a commit to emurtoug/aap-docs that referenced this pull request Mar 20, 2026
* AAP-67909 updated automation dashboard docs for PR 226

* AAP-67909 added new file

* AAP-67909 updated following tech review

* AAP-67909 updated following tech review

* AAP-67909 updated following tech review
jonquilwilliams pushed a commit that referenced this pull request Mar 20, 2026
* AAP-67909 updated automation dashboard docs for PR 226 (#5713)

* AAP-67909 updated automation dashboard docs for PR 226

* AAP-67909 added new file

* AAP-67909 updated following tech review

* AAP-67909 updated following tech review

* AAP-67909 updated following tech review

* Delete downstream/titles/automation-dashboard/master.pdf
jonquilwilliams pushed a commit that referenced this pull request Mar 20, 2026
* AAP-67909 updated automation dashboard docs for PR 226 (#5713)

* AAP-67909 updated automation dashboard docs for PR 226

* AAP-67909 added new file

* AAP-67909 updated following tech review

* AAP-67909 updated following tech review

* AAP-67909 updated following tech review

* Delete downstream/titles/automation-dashboard/master.pdf
jonquilwilliams pushed a commit that referenced this pull request Mar 20, 2026
* AAP-67909 updated automation dashboard docs for PR 226 (#5713)

* AAP-67909 updated automation dashboard docs for PR 226

* AAP-67909 added new file

* AAP-67909 updated following tech review

* AAP-67909 updated following tech review

* AAP-67909 updated following tech review

* Delete downstream/titles/automation-dashboard/master.pdf
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