Reports

Use the Reports page to generate pre-defined reports in PDF format, as CSV files, or as both. The reports you create can include all or some of the following:

• Complete dashboards or selected individual charts
• Data Analytics reports
• Data from saved queries

Use email and scheduling to send reports according to a set schedule. The report also links to the relevant Axonius pages to provide additional details.

To open the Reports page, from the left navigation panel, click the icon.

In Axonius New Navigation Experience  access Reports from the Analysis menu.

The Reports Table

Reports in each folder are listed in the Reports table. Click on one of the folders in the folders pane to see the list of reports in that folder.

The Reports page displays the list of configured reports, and provides the following details:

• Name - report given name.
• Report Email Status - The status of the email schedule for the report. Email scheduling for a configured report can be activated or deactivated.
• Last Generated - The timestamp of the last time the report was generated.
• Email Subject - Email subject, if configured.
• Scheduled Email - Email scheduling, if configured: Daily, Weekly or Monthly.
• Access - Who can access the report, whether it is private or public.
• Last Updated - The timestamp of the last configuration changes on the report.
• Updated by - The name of the last user who updated the report. The user name is displayed with a prefix:
  • Internal - A user defined internally in Axonius by one of the system admins.
  • SAML or LDAP - A user who logged in using the LDAP or SAML based login options.
  • If the user no longer exists in the system, the displayed user name is displayed with a “(deleted)” suffix.
  • Hover over the field to display the user's first and last name in addition to the user name, if it exists.

Searching for Reports

To find a report by name, enter text in the Search Reports field above the table and press Enter.

• The search checks the report name only. It isn't case sensitive and finds the text anywhere in the name. For example, searching for weekly finds a report named Weekly Ops Summary.
• Characters such as *, . and ( are treated as plain text, not as wildcards.
• When you select a folder, the search covers that folder and its subfolders.
• When you select all reports while a search is active, the action applies only to the reports that match the search.

Organizing Reports in Folders

Use folders to group your reports. The folders pane on the left of the Reports page lists the folders. The top-level folder is All Reports. All existing reports stay in All Reports until you move them to a folder.

To see the folders pane and filter the table by folder, you need the View permission for Reports. To create, rename, move and delete folders, and to move reports, you need the Edit permission for Reports. Without it, Move To Folder isn't available.

To create a folder

1. In the folders pane, hover over the folder under which you want to create the new folder, and open its menu.
2. Select New Folder. A folder named untitled folder appears with its name selected.
3. Enter a name for the folder and press Enter.

If a folder with the same name already exists at that level, a Name Already In Use message appears. Folder names can be 1 to 100 characters long. A folder can hold up to 100 folders, and folders can be nested up to 5 levels deep.

To rename or delete a folder

1. Hover over the folder and open its menu.
2. Select Rename or Delete.
3. If you selected Delete, in the Delete Folder dialog, select Delete Folder to confirm.

You can delete a folder only when it holds no reports. Deleting a folder also deletes its subfolders. To delete a folder that holds reports, first move the reports to another folder.

To move reports to a folder

1. In the Reports table, select one or more reports. Move To Folder isn't available when you use select all, or when no folder exists yet.
2. Select Move To Folder.
3. In the folder list, select the destination folder. To find a folder, enter part of its name in Search Folders.
4. Click Move. The reports move to the selected folder.

Adding New Reports

• To add a new report, click Add Report.
• To view and edit an existing report, click a specific report record in the table. The Report Editor page opens, enabling you to configure the report content and scheduling.

See Configuring Reports to learn more about configuring reports.

Deleting Reports from the Reports Page

From the Reports page You can delete one or more reports at once from the Reports page.

1. To delete one or more reports, select one or more reports in the table. The number of selected records is then displayed next to the total results. You can also select all records in the table, or clear your selection.
2. Select Actions.
3. From the menu that opens select Delete to delete the selected reports; the system asks you to confirm your choice. Once you confirm, the reports are completely deleted from the system.

Activating Scheduled Emails

When you configure a report, you can configure the report to send emails at scheduled times. You can activate and deactivate sending of scheduled emails from the Report Status toggle on the Report Configuration page. You can also activate and deactivate sending of one or more emails from the Reports page.

1. To deactivate or activate one or more reports, select one or more reports in the table. The number of selected records is then displayed next to the total results. You can also select all records in the table, or clear your selection.

2. Select Actions.

3. From the menu that opens select Deactivate Reports to deactivate email sending of the selected reports; the system asks you to confirm your choice. Once you confirm, scheduled email sending of the reports is deactivated. Activate again from the Actions menu or from the Reports Configuration page.

4. To Activate scheduled email sending of the reports, from the menu that opens select Activate Reports; the system asks you to confirm your choice. Once you confirm, the reports are activated, and scheduled email sending of reports is resumed.