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Version: 25.12

Reports

This feature allows you to consult and manage existing reports of the organization, review their execution history, schedule automatic execution, and share the results.

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Report list​

Displays the set of saved and available reports in the organization.

At the top of the list, actions are included such as:

  • Export. Downloads the list of available reports in .csv format.

  • Reload. Updates the list of reports.

  • Search. Filters the reports by entering characters that match their name.

  • View Selector. Switches between block or table display.

    When the view is in blocks:

    • A green calendar icon indicates that the report scheduling is enabled.
    • By clicking on the block, a preview of the executions is displayed.
    • The View Details button allows you to access full report information and management options.

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Report Detail View​

The detail view consists of three sections:

  1. Report Details
  2. Executions
  3. Live Query

1) Report details​

This tab shows the general information of the report.

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Among the data it offers are:

  • Scheduling enabled. Indicates whether the automatic execution is Enabled or Disabled.
  • Scheduling. Summary in natural language of the configured recurrence pattern.
  • Results of the last execution. Number of records obtained in the last execution.
  • Created By. User who created the report.
  • Name. Name assigned to the report.
  • Executed On. Date of the first execution.
  • Duration of the last execution. Execution time in seconds.
  • Created On. Date and time of report creation.

2. Executions​

Displays a table with the execution history of the report.

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Each record includes:

  • Created On. Date and time of report generation. By clicking on the value, the report is downloaded in .csv format.
  • Status. Execution status: Complete, Pending, or Error.
  • Author. User who generated the report. In scheduled executions it shows Generated Automatically.
  • Rows. Number of records included.
  • Expires On. Date and time of file expiration. The reports expire 60 days after they are created.

3. Live Query​

Displays a table with the current results of the report.

The information presented varies according to the type of data associated with the report (devices, installed applications, workspace groups, etc.) so the column fields are not fixed.

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Available actions​

From the report detail view, the following actions can be performed:

Edit​

Allows you to modify the report name.

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Generate new report​

  • Executes the query and creates a new entry in the execution history.
  • Each manual execution generates an independent file.
  • If the report has an active schedule, manual executions do not affect the scheduled calendar.

Share​

Allows sending the report to specified recipients.

Steps to share the report:

  1. Access Portal -> Reports -> Reports.
  2. In the list, click View Details on the report you want to share.
  3. In the action panel, select Share.
  4. Enter email addresses and confirm each by pressing Enter.
  5. Click on Save.

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From that moment, recipients will receive the reports generated manually or automatically.

Modify the recipient list:

  1. Access Portal -> Reports -> Reports.
  2. Select View Details on the corresponding report.
  3. Click Share.
  4. Remove or add email addresses.
  5. Click on Save.

Schedule​

Allows configuring the automatic execution of the report:

Steps to schedule a report:

  1. Access Portal -> Reports -> Reports.
  2. Select View Details on the desired report.
  3. In the action panel, click Scheduling and configure:

  • Start Time. Time at which the report will be executed.

  • Recurrence Pattern

    • Daily: Interval of days or execution from Monday to Friday.
    • Weekly: Selection of days of the week and frequency in weeks.
    • Monthly: Specific day of the month or pattern based on first/second/third/fourth/last day of the week (Monday to Sunday).

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    Once the schedule is configured, a summary in natural language of the defined pattern is displayed in the same window.

Delete report​

  • Permanently deletes the query.
  • Deletes generated files.
  • Cancels active schedules.
  • It can not be undone.

Export to CSV​

This action is available from the Live Query tab. Downloads the report in .csv format.

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Preview of a report​

From the block view, clicking on a report accesses a preview of its executions.

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The table presents the following fields:

  • Created On. Date and time of report generation. By clicking on the value, the report is downloaded in .csv format.
  • Status. Execution status: Complete, Pending, or Error.
  • Author. User who generated the report. In scheduled executions it shows Generated Automatically.
  • Rows. Number of records included.
  • Expires On. Date and time of file expiration. The reports expire 60 days after they are created.

From this view you can:

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