All Reports

The All Reports page is a central location to view, manage, and organize all reports available in BigFix UI. From this page, you can apply filters, export data, generate a report offline, delete reports, assign tags, and manage report visibility. You can also mark reports as favorites to find them quickly.

The All Reports page lists every report you create in BigFix UI. Because all of your reports are collected in one place, you can view, manage, and organize them without switching between apps.

To open the All Reports page, expand Reporting from the side navigation, and then select All reports.

Before you begin

Access to this application is controlled by the role that your administrator assigns to you. If your role does not grant the application, it does not appear in the side navigation, and the actions described in this topic are unavailable or dimmed.

  • Your role must grant access to the Reports application, and your access level (Admin, Users, or Read only) determines what you can do here. See Managing Roles.
  • Your operator permissions determine which actions you can complete, such as deleting a report or assigning tags. For a description of each permission, see Permissions reference.

Reports table

The reports table lists your reports and their details. It contains the following columns:

Table 1. All Reports columns
Column Description
Favorites A star control on each row. Select the star to mark or clear a report as a favorite.
Reports The title of the report. Select the name to open the report.
App The application associated with the report, such as Device Explorer, Analyses, or Report Builder.
Tags The tags applied to the report. Shows the tag name, a count link (for example, 2 tags) if more than one tag is applied, or No data if no tag is applied. Select a count link to open the tag drawer, where you can select one or more tags and remove them. After you remove tags, the drawer closes and the table refreshes automatically. To assign tags, see Assigning tags to reports.
Author The user who created the report.
Visibility Indicates whether the report is Public or Private. Select the edit icon next to the value to change the report's visibility.
Scheduled Shows whether the report is scheduled to run automatically.
Last Modified The date and time the report was last updated.

Toolbar controls

The toolbar above the table provides the following controls:

Table 2. All Reports toolbar controls
Control Description
Search Enter a report name or keyword to filter the list, and then press Enter. The list updates only after you press Enter.
Select action Choose an action to run on the selected reports: Delete to remove the reports, or Manage tags to open the Manage tags drawer. Both actions are available only when at least one report is selected.
Export list Download the report data for offline use or external sharing. For the full procedure, see Exporting reports.
Process Offline Generate the selected report in the background so that you can keep working. This control is available only when you select a report. For the full procedure, see Generating a report offline.
Density Adjust the row spacing of the table between compact and comfortable.
Filter Open the filter panel to narrow the reports shown. For the filter properties, see Filtering reports.
Note:
The Delete and Manage tags actions are disabled until you select at least one report. User permissions, as assigned by administrators, might restrict some users from deleting reports or assigning tags.

About report tags

Tags are custom labels that you assign to reports to group and find them quickly. You assign tags to a report after the report is created; you cannot add tags while creating a report in the Report Builder, scheduled reports, or scripted reports.

Assigned tags appear in the Tags column. When a report has one tag, the tag name appears. When a report has more than one tag, a count link appears, such as 2 tags. Select the count link to open the tag drawer. To remove tags, select the X on each tag chip, and then select Save changes. The drawer closes automatically, and the Tags column updates without a page refresh.

Note:
Report tagging uses the same access controls as the earlier labels feature. If you could manage labels for a report, you can manage its tags.

Tags also apply to Fixlets, deployments, and analyses. For an overview of tagging across BigFix UI, see Managing Tags.

Assigning tags to reports

Assign one or more tags to reports so that you can group and locate them from the All Reports page. You can create new tags or apply existing ones, and you can assign tags to several reports at once.

To assign tags to reports:

  1. On the All Reports page, select one or more reports.
  2. Select Select action > Manage tags.

    The Manage tags drawer opens from the right side of the screen. If you selected one report, the drawer lists the tags on that report. If you selected several reports, the drawer lists only the tags that all of them share. For example, if you select two reports and only one of them has the Security tag, the drawer does not list Security.

  3. To create a tag, enter a name in the Select tags box, and then select Add.

    The new tag is added to the list of selected tags. The tag is not created and applied until you select Save changes.

  4. To apply existing tags, enter text in the Select tags box to filter the Tags with '<text>' suggestion list, select the check box for each tag you want, and then select Apply.

    Note:
    When you select several reports, the Tags with '<text>' list leaves out any tag that some of those reports already have. You can still create a new tag and apply it to every report you selected. To copy such a tag to the reports that are missing it, open each of those reports one at a time and add the tag there.
  5. To remove a tag from the selection, select the X on its chip. To restore the tags that were assigned when you opened the drawer, select Reset tags.

    The tag is removed from the report only after you select Save changes.

  6. Select Save changes.
Important:
Adding and removing tags takes effect only when you select Save changes. If you close the drawer or select Cancel, BigFix UI discards the tags that you added or removed.

The drawer closes automatically, a success message appears, for example Tag(s) Assigned - 2 tags has been assigned to 1 report, and the All Reports table reloads to show the assigned tags in the Tags column. You don't need to refresh the page.

Important:
If a tag cannot be created, the message Tag could not be created - There was an internal error creating the tag appears. Wait a moment, and then try to add the tag again.

The following table describes the controls in the Manage tags drawer.

Table 3. Manage tags drawer controls
Control Description
Select tags Enter text to create a tag or to filter the suggestion list of existing tags. Select the X in the box to clear the text.
Add Create a tag from the text you entered and add it to the selected tags.
Tag chips The tags currently selected. Select the X on a chip to remove that tag from the selection.
Tags with '<text>' The suggestion list of existing tags that match your text. Select a check box to include a tag, and then select Apply.
Reset tags Restore the tags that were assigned when you opened the drawer.
Save changes Apply the selected tags to the selected reports. The drawer closes and the table reloads automatically.
Cancel Close the drawer without changing the assigned tags.

Filtering reports

Use the Filter icon to open the Filter data panel and narrow the reports shown on the All Reports page. You build one or more conditions on report properties, and the list shows only the reports that match.

The available filter properties are:

  • Favorites
  • Reports
  • App
  • Tags
  • Author
  • Visibility
  • Scheduled
  • Last Modified

To filter reports:

  1. Select the Filter icon to open the Filter data panel.
  2. Under Select top level filter condition, select Single condition to use one filter block, or Multiple condition (Criteria: OR) to combine several blocks so that a report matches when it meets any block.
  3. In Filter block 1, select Single condition to set one condition, or Multiple condition (Criteria: AND) to require a report to meet every condition in the block.
  4. For each condition, select a Property, select an Operator (for example, Contains), and enter a Value.
  5. To add another filter block, select Add Block. To delete a block, select Remove block.
  6. Select Apply.

To clear every condition, select Remove all. For more about filtering across BigFix UI, see Table filter.

Exporting reports

Use Export list to download report data for offline use or external sharing. You can export the data in either of the following formats:

  • CSV - A lightweight, text-based format suitable for data processing.
  • Excel - A spreadsheet format suitable for analysis and visualization.

The file is saved to your local system. For the full procedure, see Exporting Data.

Generating a report offline

Use Process Offline to generate a report in the background so that you can keep working while BigFix UI prepares it. BigFix UI notifies you when the report is ready to review.

To generate a report offline:

  1. On the All Reports page, select a report.
  2. Select Process Offline.

    A notification confirms that report generation is in progress: Report generation in progress - You will receive a notification when the report is ready.

  3. When the report is ready, select View Report in the Report is ready for review notification to open it.
    Note:
    If you dismiss the notification, you can still open the report. Select the notification (bell) icon in the upper-right corner of BigFix UI, and then select View Report for the report in the Notification Center. For more details, see Notification Center.

Working with a report

When you select a report name on the All Reports page, the report opens on its own page. The page header shows the report name, prefixed by the app that built it (for example, Report Builder - test), and the date and time the report was last updated. The page presents the report's Quick link cards and Charts.

If a report takes more than three seconds to load, the Report is taking a while to load message appears. Choose how to proceed:

  • To keep waiting, leave the message open.
  • Select Process in background to close the message and keep working. BigFix UI notifies you when the report is ready.
  • Select Abort to stop processing the report. Closing the message also stops processing.

Note:
This message appears only for device reports, fixlet reports, analyses reports, and Report Builder reports.

From the report page, you can edit the report's details, export it, refresh its data, and reconfigure it. The page header provides the following controls:

Restriction:
The Reconfigure report control and the Report details panel apply only to reports that you build in Report Builder. Other apps that support reporting, such as Device Explorer, Fixlet Explorer, Deployment Manager, and Analyses, use a simpler editing flow. In those apps, you change a report by updating the view and saving it again from the Manage Reports panel. For the steps, see Manage Reports.
Table 4. Report page controls for Report Builder reports
Control Description
More options icon Opens a menu with two actions:
Refresh Reloads the report with the latest data.
Reconfigure report Opens the report in its builder so that you can change its configuration. For the steps, see Reconfigure a report.

Editing report details

Use the Report details panel to change a report's name, description, visibility, and tags. This panel is available only for Report Builder reports.

To edit a report's details:

  1. On the All Reports page, select the report name to open the report.
  2. Select the more options icon, and then select Report Detail.

    The Report details panel slides in from the right.

  3. Edit any of the following: Report Name, Description, or Visibility (Public or Private).
  4. To add a tag, enter text in Select tags, and then select Add. To clear the tags you added, select Reset tags.
  5. Select Update to save your changes, or Cancel to close the panel without saving.
Note:
The Author, Updated on, and Scheduled activities fields are read-only.

The following table describes the fields in the Report details panel of a Report Builder report.

Table 5. Report details panel fields
Field Description
Report Name The report's title. Editable.
Description Optional text that describes the report. Editable.
Author The user who created the report. Read-only.
Updated on The date and time the report was last updated. Read-only.
Visibility Sets whether the report is Public or Private. Editable from the dropdown.
Select tags Adds tags to the report. Enter text to search for an existing tag, and then select Add. Select Reset tags to clear the tags you added.
Scheduled activities Any scheduled runs for the report, or N/A if none are scheduled. Read-only.