Reports Tutorial [video]

Document created by Joseph Brown Employee on Jan 24, 2017Last modified by Yum Darling on Aug 9, 2017
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In Samanage, you will be inputting a lot of data so it is important that you are able to retrieve that data when needed. This can be done in a number of different ways but in this section we will look at our graphical reporting features. Simply start by selecting one of the standard reports found in the column on the left side of the page.  These will be reports for computers, incidents, software, etc. Once you have selected a report to run, you can use the filters at the top to drill down and find the information that you are looking for, as shown below:

 

Reports Tutorial 1png

 

You can quickly adjust this view by clicking on the values at the bottom of the chart. Clicking one of these options will turn off so that you are only looking at the data you would like to see.

 

Reports Tutorial 2png

 

This option to hide works the same throughout the reports section.

 

Another helpful feature of the reports section is the ability to save and schedule reports. To do this, select one of the standard reports from the left side and add filters to drill down and find the data you are looking for. Once you have done this, save the report and it will populate on the left side just above our standard reports list. If you select your new report and click the actions button in the top right, you will see the option to schedule it. You can choose to have this report run and be sent to you automatically every day, week, month, etc.

 

Reports Tutorial 3png

 

You can always choose to export these reports in the form of PDF or select the table view option which will bring you back to the classic Samanage view. From the the table view you will be able to export to CSV, XML, or RSS.

 

For more information on the reports section, please see the video below:


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