Reports Section

The Reports section allows an administrator to create reports based on any fact information collected. By default, there are two reports in the system: one for Linux servers and one for Windows servers. While these are quite functional, they primarily serve as examples of what can be created.

From the main Reports interface, you can see all the listed reports that have been created, along with action buttons. These action buttons include:

• Edit: Allows for editing an existing report.
• Permissions: Allows for setting permissions on an individual report.
• Schedule: Allows automated scheduling of reports.
• Delete: Allows for the removal of reports.

View Report Details

To view a report, simply click the report's name from the reports menu. In the report view, you'll see the standard search menu, as well as the ability to export via Copy, CSV, PDF, and Print.

Create New Report

Clicking Create New Report from the main menu enters the New Report section. There are four sections when creating or editing a report: Report Name, Sort Field, Columns, and Filters.

• Report Name: Allows for setting the name of the report.
• Sort Field: Provides the option to choose a specific field from the columns section and how it should be sorted (ascending or descending).
• Columns: Allows a fact to be chosen along with a custom display name. You can also move columns up or down using the arrow buttons.
• Filters: Allows for choosing a specific fact to filter results with. Matching criteria include equals, not equals, greater than, less than, contains, starts with, and ends with. Compound filters are also possible.

Once the Save button next to the Report Name or Sort Field is clicked, all components added so far are saved to the report.

Edit Report

To edit a report, click the Edit icon. The options are the same as those in the Create New Report section above, as it has all the same configurations.

Permissions

To edit permissions, click the Permissions button.

Once in the permissions screen, you are presented with two options: Users and Teams.

• Teams: Teams are groups to which you can add users. Any permissions assigned to a team will be inherited by users added to the team. Clicking on Add Team gives the ability to select a team from the menu and assign it a role of either viewer or editor.

• Users: Users are any individual users in the system. Clicking the Add User button allows a username to be selected and assigned a role of viewer or editor.

Schedules

Clicking the Schedule button next to a report enters the schedule menu for that specific report. Here, you can view all currently created schedules.

Clicking the Add Schedule button presents the option to create a new report schedule. In this menu, you can assign it:

• A subject name
• Designate it as enabled or not
• Set the start time and date
• Set the repeat frequency (daily, weekly, or monthly)
• Specify the emails to which the report should be sent