How to create a report ?

Reports

 

About Reports

The Client Portal offers a large number of reports, allowing you to gain valuable insights into your software asset inventory, resource utilization, cloud consumption, renewals, and more.

You can set up a report using the Quick Reports feature or create a customized report using the available report options. You can also:

• Export your reports to any of the available formats.
• Run and publish reports only once, daily, weekly, or monthly.
• Modify report configuration and existing schedule.
• Delete reports.
• Pause or resume scheduled reports.
• View, search, and share reports.
• Create report templates.

 

How to access the Reports page

You can access the Reports page by navigating to the main menu and selecting Other tools > Reports.

Access to the Reports feature depends on your user permissions and role. Additionally, each report type has specific permissions, and reports are generated with their owner's permission

 

Quick Reports

The Quick Reports tab displays all report options that are available to you and allows you to create a new report based on predefined filters quickly. Note that by default, all quick reports are created as Run Once only.

 

Create a quick report

Follow these steps to create a quick report:

1. From the main menu, navigate to Other tools > Reports.
2. On the Quick Reports tab, navigate to the report group and choose the reporting template from the menu.
3. Select Create. The Create Quick Report page opens.
4. Review the report summary, name, and delivery method. Note that you can adjust the details and apply filters as needed.
5. Select Finish. Your report is created and a confirmation message is displayed.

Watch the following video tutorial on how to create a Software Asset Inventory quick report: