Reports
With WebUI Reports, you can create custom reports to obtain more specific information about devices, patches, and deployments of the endpoints.
Important:
- Master Operators and Non-Master Operators can create and save reports.
- Master Operators can view/edit/delete all reports, including the private reports created by other users.
- Non-Master Operators can:
- view all the public reports and their own private reports
- edit/delete their own reports
- Creating a report
- To create a new report
- Open Devices, Deployments or Patches page.
- Select the desired filters; a list of relevant items matching your filter criteria is displayed.
- Click Save Report.
- In the Save Report window:
- Enter the Report Name.
- Enter Report Description of the report (optional).
- Set the visibility of the report as Private or All Users to restrict who can view your reports.
- A link for the report is auto-generated. Click Copy Link to copy the link and directly access the report through a browser.
- Click Save.
- Working with saved reports
- .
- View: You can view the list of saved public and private reports depending on the user role. To view, from the WebUI main page, click Reports.
- Favorites: Mark a report as your favorite report and quickly access it from the Devices, Deployments or Patch page as applicable. To do that, click next to the desired report.
- View favorite only: Select this check box to view only the reports that are marked as favorite.
- Sort: You can sort the reports by Name, Content, Owner, Modified, or Last Accessed.
- Filter: You can filter reports by every column. Enter a string or select an option from a column, the respective reports are filtered and displayed.
- Edit: You can edit report name, description, and/or visibility. To edit, select the desired report and click Edit . To edit the visibility of multiple reports, select the desired reports and click the Edit button.
- Delete: To delete one or more reports, select the desired reports that you want to delete and click Delete.
- Undo delete: You can retrieve the last deleted report by clicking that appears immediately after deleting the report. Note: This option appears only for a short time, and you can retrieve only during this time.
- Update:
- Click on a report to view it.
- Modify the filters, sort by, or view properties; the Update button appears.
- Click Update. The report is updated and saved.
- Save New:
- Click on a report to view it.
- Modify the filters, sort by, or view properties; the Save New button appears.
- Click Save New. The Save Report window appears.
- Enter Report Name, Report Description; select the visibility as Private or All Users and click Save. The modified report is saved as a new report.