Common Functionalities

Filtering Data

Filtering allows you to view specific subsets of data based on defined criteria.

• Access Filters: Click on the filter icon to define your criteria to filter your data.
  
  

• Filter Conditions: A filter condition consists of the following elements:
  • Property refers to the attribute of the data set that you want to filter on.
  • Operator defines how the selected property is evaluated.
  • You can filter a data set using a single condition or multiple conditions.
  • Conditions are grouped into filter blocks. Each filter block can be combined with other blocks using logical operators such as AND and OR.
  • You can start with a single condition or create multiple conditions to refine the results. Select Add Condition to add more conditions within the same filter block. When multiple conditions are present, use logical operators to control how the conditions are evaluated.
• Filter Blocks: Filter blocks help you group related conditions and build advanced filter logic. Each filter block is evaluated based on the selected logical operator. Select Add Block to create a new filter block.
• Applying Filters: After defining the required filter data set conditions, select Apply to apply the filter. The data view is updated to display only the results that match the defined conditions.
• Clearing Filters:
  • Use Remove Block to delete a specific filter block.
  • Select Remove All to remove all filter blocks and conditions and reset the filter configuration.

Sorting Data

Sorting can be applied to individual columns, allowing users to arrange data according to their current focus or needs. This feature enhances data readability and ensures users can efficiently work with large sets of information by keeping relevant details readily accessible. Sorting organizes your data in ascending or descending order based on a selected column.

• How to Sort Data: Click on the column header to sort. Clicking again toggles between ascending and descending order.

Manage Reports

The Manage Reports functionality allows users to save their customized data as a report after applying filtering settings. This feature enables users to quickly access the frequently used data.

This functionality is available across all BigFix SaaS applications that support data filtering, including the following:

Here’s how the Manage Reports functionality typically works:

Create a new report

1. Apply Filters and Sorting: Filter and sort data as applicable based on desired criteria, adjusting the view to display only the most relevant information.
2. Navigate to an app that supports to manage reports and display the data in a list .
3. On the tool bar, click Manage Reports.
4. Report settings:
   1. Provide a unique name and description for the customized report for easy reference.
   2. Click Save Report. The newly created report is listed under All views.

Access a saved report

Saved reports are available across sessions, allowing users to load them whenever needed without reapplying the same filters and sorting each time.

1. To load a saved view, expand Reporting and click All reports.

Delete a report

To remove a saved report:

1. From the All Reports page, select a report you wish to delete, then click the delete icon on the top right corner.
   
   
2. Confirm the action when prompted.

This permanently removes the selected view from your saved views, and it will no longer be available for future use. This action helps keep your saved views organized by removing outdated or unnecessary configurations.

Exporting Data

The Export Data option is available on Deployments, CyberFOCUS, All reports, and list view pages of Devices, Fixlets. Use this option to download tabular report information from list view pages for offline analysis or record-keeping.

It enables users to export visible report data—filtered, sorted, or customized to commonly used spreadsheet formats like CSV or Excel.

This allows users to review device inventories, fixlet compliance, or deployment summaries outside the BigFix UI environment.

1. Click the Export Report icon located in the upper-right corner of the page.

   The Export panel slides out and displayed.

   

2. In the Export panel that appears:

   • Select CSV to export raw comma-separated data for importing into other tools.
   • Select Excel to export data into a formatted spreadsheet (.xlsx) file.
3. Choose Data to Export: Depending on the module and screen you are in, you have the option to export the entire dataset visible on the screen or apply filters to export a specific subset of data.

   Note:

   • If applicable, apply filters or selections within the module to export only the necessary data, reducing file size and focusing on relevant information.
   • Depending on your user role and permissions, access to certain data subsets may be restricted.

4. After selecting the desired format, click Download. The file gets generated and downloaded to your device.

5. (Optional) Click Reset to clear all selections before downloading again.

Exporting Charts

The Export charts option is available on CyberFOCUS and Overview pages of Devices, Fixlets. Use this feature to capture dashboard visualizations from overview pages as image or document files for reporting and presentation purposes. It allows users to download graphical widgets such as bar charts, donut charts, or summary tiles that visualize system compliance, device types, or OS distribution trends.

Charts can be exported as JPEG, PNG, or PDF files, making it easy to include BigFix data visuals in internal reports or external presentations.

1. Click the Export Report icon located in the upper-right corner of the page.

   The Export panel slides out and displayed.

   

2. In the Export panel, select one or more of the following options:

   • JPEG – Exports charts as compressed images suitable for quick sharing.
   • PNG – Exports charts in higher resolution for professional documentation.
   • PDF – Consolidates all visible charts into a single report document.
3. Choose Data to Export: Depending on the module and screen you are in, you have the option to export the entire dataset visible on the screen or apply filters to export a specific subset of data.

   Note:

   • If applicable, apply filters or selections within the module to export only the necessary data, reducing file size and focusing on relevant information.
   • Depending on your user role and permissions, access to certain data subsets may be restricted.
4. Confirm and Download: After selecting the desired format click Download. The file gets generated and downloaded to your device.

   Note: If you have choosen more than one format to export, the files will be downloaded in a single zip folder.
5. (Optional) Use Reset to deselect all options before making a new export.

Searching Data

The search feature helps you quickly locate specific records.

• How to Use Search: Enter keywords or phrases in the search bar. Results update in real-time.
• Advanced Search: Use advanced options to refine searches by specifying columns or using logical operators (AND, OR, NOT).