Report Manager#
The Report Manager is the central place to save, browse, and run object reports. A report is a stored combination of a filter (which objects to include) and a column set (what to show about them), so the same question can be re-asked any time without rebuilding the filter.
Open it from Reporting > Report Manager in the top navigation.
What you can answer#
A report typically answers questions like Which IT assets were purchased last quarter? or How many laptops are currently in repair? The first time you open the page a Quick tour walks you through the concept in two steps.
Layout#
The page is a single table inside a card titled Reports with the columns:
| Column | Notes |
|---|---|
| (checkbox) | Selects rows for the Delete bulk action. |
| Actions | Per-row actions including opening the report. |
| Title | Report name. Click the column header to sort. |
| Last modified by | User who last changed the report. |
| Last modified date | Timestamp of the last change. |
Above the table:
- Add + opens the report builder.
- Delete removes the rows selected via the checkboxes.
Create a report#
- Click Add +.
- Pick the attributes you want to filter by. You can use any attribute from any category as a filter; an object qualifies for the report if it matches every filter you set.
- Pick the attributes you want to show as columns. This works the same way as Preset configuration.
- Give the report a name and save.
The new report appears in the list and can be opened, edited, or duplicated.
Run a report#
Click the report's title (or the row's open action) to run it. The report shows the matching objects in a table that you can filter, sort, export, and use as the basis for further searches.
Delete a report#
Tick the rows you want to remove and click Delete above the table. Confirm the prompt to remove the saved report. Deleting a report does not delete any of the objects inside it.