Creating user-defined reports

You can create a new report by customizing an existing page or report and then using the (Save as) option to save your changes to a new report. Your new user-defined report shows in the same report category as the parent, and in the My Reports view of the Reports page. You can also save a report that you opened by clicking an element in a Dashboard widget.

For example, from a report in the Devices report category, you can select from hundreds of columns to add to the report. These columns may contain information about:

  • Network and Bluetooth adapters
  • Storage, including disks and volumes
  • Peripheral hardware, including pointing devices, keyboards, printers, and USB devices
  • IP addresses
  • Custom Fields
  • Device Freeze status

You can then add filters to create a more focused report.

To create a new user-defined report:

  1. On the navigation bar, do one of the following:

    • To create a report from a page, folder, or device group in the Devices area, click Devices.
    • To create a report of a device's actions, go to a device's Device Details and click Actions.
    • To create a report of a device's applications, go to a device's Device Details and click Applications.
    • To create a report from a device list page in the Applications area, click Applications.
    • To create a report from an existing report, click Reports to open the All Reports view of the Reports page.
    • To create a report from the Events or Actions page in the History area, click History.

  2. Open the page or report that you want to use as the basis for the new report.

    If you don't need to change any filters or columns before you save a report, you don't need to open it. In any view of the Reports page, click (Actions) to the right of the report name and click Save as. Go to step 5.

  3. [Optional] Create a customized version of the page or report by adjusting the columns and adding or removing filters. Your customizations will be saved to the new report.
  4. On the action toolbar, click (Save as or Save as report).
  5. On the Save to a New Report dialog, enter a Report Name and Description for the new report.

    The Report Name field doesn't support any of the following characters: <, >, :, ", /, \, |, ? or *. In addition, the name can't exceed 180 characters and it may not begin or end with a period (.).

  6. To share this new report with all other users in your account, click the Share with everyone slider to set it to On.

  7. Click Save. The new report is added to My Reports view of the Reports page. It is also added to the same report category as the parent, or to the Other report category.

After you've created your report, you can work with it by performing the following tasks: