Generate a Report
  • 29 Mar 2022
  • 2 Minutes to read
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  • PDF

Generate a Report

  • Dark
    Light
  • PDF

You can generate a PDF document to share dashboards and query results in an executive-friendly format.

Axonius Reports include the Axonius Dashboard charts of the dashboard spaces selected, or a selected list of saved queries for devices or users, or a combination of both dashboards and a selected list saved queries. The report also includes links to the relevant Axonius page providing additional details.

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To learn more about Reports, see the Reports page.

To Achieve this Milestone

Go to the Reports page, and create a report based on the query you saved earlier.

Configuring a Report

The Report Configuration opens allowing you to configure the report content and set its scheduling.

To configure a new report:

  1. Open the Report Configuration page, from the left navigation panel, click image.png icon. The Reports page opens.

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  1. Click Add Report to add a new report. To view and edit an existing report, click a specific report record in the table.

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    The page displays the timestamp of the last generated report at the top of the Reports page.

  2. Provide a report name, which must be unique. It cannot be changed after the report is saved.

  3. Under Report Configuration:

    1. Select whether to create a private or a public report.
      • Private reports may include:
        • My Dashboard space charts.
        • Private saved queries.
      • If enabled, the report is private and can only be viewed, edited or deleted by the user that created and owns that report.
      • If disabled, the report is a public report. Any user with the right report permissions can view, edit or delete that report.
    2. Select whether to include dashboard charts and then select which dashboard spaces to include.
    3. Select whether to include Saved Queries and then configure a list of selected saved queries. If you decide to schedule an email, you can also select to attach a CSV file with the entire saved query results for each of the listed saved queries.
  4. To schedule an email sent with the report attached, select the Email Configuration checkbox.

  5. Specify email subject, list of recipients and recipients CC, and select the email schedule (every x days, every x hours, on sets days of the week, or on set days of the month).

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Note:
If you have configured a scheduled email, Send Email is displayed. Click it to send an email with the latest generated report.

To download the latest generated report, click Download PDF.
You can download the latest generated report as a PDF file, a CSV file or as both CSV and PDF.
To learn more about configuring reports, see Report Configuration Page.

Configuring an Email Server

To schedule an email sent with the report attached, you must configure an email server.

To configure an email server, open the Global Settings, enable Send Emails setting and configure the email host and port. For more details, see Global Settings - Email Settings.
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