Custom Reports

Custom Reports


AssetExplorer enables you to create customized reports to meet the unique needs of your organization.

Role Required: SDAdmin; Technicians with Complete Access to reports.

To create custom reports,
  1. Go to the Reports Tab.
  2. Click the New Custom Report button on the left pane.
  3. Enter the Report Title.
  4. Select the appropriate Report Type: Tabular Reports, Matrix Reports, Summary Reports, Audit Reports, and CI History Reports.
  5. Select a module from which the data will be used to generate the report.
  6. Click Proceed to Report Wizard to configure further report settings. This page differs based on the report type.

Tabular Reports 

Tabular reports list data based on criteria. Choosing this option gives you five steps to create a customized report.

Step 1: Select Columns to Display
Select the columns from the Available Columns list box,
Click to move them to the Display Columns list box.
Click to remove any column from the Display Columns list box.  
 


Step 2: Filter Options

Date Filter
To use the Date Filter,
  1. Choose a column and period for the report.
  2. Select a predefined timeline or customize the From and To fields.
 
Advanced Filtering
To use Advanced Filtering,
  1. Choose the column and criteria, and enter the filtering value.  
  2. Click (+) to add more than one advanced filter, and choose between AND (or) OR operators to differentiate them.
  3. To remove an advanced filter, Click .

 
Step 3: Select Column to Group
  1. Select the column to group the data from the Group by drop-down menu.
  2. Use the Order by drop-down to sort the data based on columns. Select the column and choose the sorting method: Sort by ascending order (or) Sort by descending order.
  3. You can add two more columns for sorting the data using the Then drop-down.

 

Step 4: Select Summary Type
If you wish to have the column summary displayed in the report, select the column summary options available for each column.

 
Step 5: Charts
If you want a chart to be shown for a specific column in addition to the table report, select the desired chart type from the drop-down menu and provide details.

Click Run Report once the details are configured. You will get a tabular report as well as a graphical view of the chosen column data.
 

Matrix Report 

Display the data in rows and columns using matrix reports, with the option to group the data based on chosen criteria.
Choosing this option gives you 2 steps to create a customized report.

Step 1: Select Column to group

Simple Grouping
  1. In the Simple tab, select the grouping criteria for the top and left columns from the relevant drop-down.
  2. Select the criteria to summarize the columns using the Summarize column by drop-down

 
Advanced Grouping
  1. Go to the Advanced tab.
  2. In the Column Grouping section, you can select up to 5 columns to display in a report.
An additional date format field will appear when a date/time column is chosen.  This is a mandatory field.
  1. In the Group by section, you can select up to five criteria to group the data displayed in the report.
  2. Choose the criteria to summarize columns using the Summarize column by drop-down fields.
The columns selected in Column Grouping and Group by must be unique.  



Step 2: Filtering Options

Date Filter
To use the Date Filter,
  1. Choose a column and period for the report.
  2. Select a predefined timeline or customize the From and To fields.
 
Advanced Filtering
To use Advanced Filtering,
  1. Choose the column, and criteria, and enter the filtering value.  
  2. Click (+) to add more than one advanced filter, and choose between AND (or) OR operators to differentiate them.
  3. To remove an advanced filter, Click .

  1. Click Run Report once the details are configured. You will get a tabular report of the chosen column data.

Summary Reports   

Summary reports list detailed data based on certain criteria. Choosing this option gives you two steps to generate a summary report.

Step 1: Select sub report to display
  1. Select the reports from the Available Sub Reports list box and click   to move them to the Sub Reports list box.
  2. Click to remove any column from the Sub Reports list box.  
  3. Click Next.
 

 
Step 2: Filter Options

Date Filter
To use the Date Filter,
  1. Choose a column and period for the report.
  2. Select a predefined timeline or customize the From and To fields.
 
Advanced Filtering
To use Advanced Filtering,
  1. Choose the column, and criteria, and enter the filtering value.  
  2. Click (+) to add more than one advanced filter, and choose between AND (or) OR operators to differentiate them.
  3. To remove an advanced filter, Click .

  1. Click Run Report once the details are configured. You will get a tabular report of the chosen column data.
 

Audit Reports   

Audit reports list inventory history data based on the specified scan time.

To create an audit history report,
  1. Choose the type of audit history report
    1. Audit history by workstation: Provides a report of hardware and software details of the workstation.
    2. Audit history by timeline: Provides an overview of all the actions taken place in a workstation for a specific time.
    3. Audit history by changes: Provides a report on all changes taken place in a workstation.
    4. Specify the scan time in the Date Filter section.
  2. Click Run Report to generate the audit history report.
 

CI History Report   

CI History Report providesa detailed report on all changes done to CIs over time.

To create a CI history report, configure the following fields:

Date Filter
Specify the operation date by selecting a predefined timeline or customizing the From and To fields.

Advanced Filtering
  1. Choose the column and criteria, and enter the filtering value.  
  2. Click (+) to add more than one advanced filter, and choose between AND (or) OR operators to differentiate them.
  3. To remove an advanced filter, Click .
Click Run Report to generate the CI history report.
 

Report Actions 

  1. To save the report, click the Save Report button. Specify the name, folder, and privacy settings.
  2. To edit, click the Edit button and configure the details in the
  3. To view the SQL query used in the database, click the Show Query button.
  4. To mail the report, click the Mail this Report button. Then select the Format, To address, Subject, and Description before sending.
  5. To export the report, click the export options beside Export as. You can export the report as an HTML, PDF, XLS, XLSX, or CSV file.
  6. To delete custom reports, click   next to the report you want to remove.

 

List View Actions 

The reports list view lets you perform the following actions:
  1. Search for a specific report.
  2. Navigate between All Reports, Scheduled Reports, and Query Reports.
  3. Create a new custom report, query report, or schedule a report by clicking the New Report button.
  4. If ManageEngine Analytics Plus is integrated into AssetExplorer, you can access advanced analytics reports by clicking Advanced Analytics.
  5. Rearrange folders and reports by clicking Reorder.
  6. Customize the structure of a report by configuring Custom Settings.
  7. View visual representations of the organization's data elements by choosing the model type in the Data Model drop-down and clicking .

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