Manage reports

Learn how to manage reports in Flexera One SaaS Management.

View reports

1. Go to the Reports page.

2. Select Launch report.

To optimize performance and see targeted results, add report criteria. However, you can select Load data to view the default report configuration.

Add report criteria

You can use filters to refine the data shown in a report. Filters can consist of individual conditions or groups of conditions for more complex logic.

1. In Report criteria, do one or more of the following:

   • Add a single condition to a report without initial conditions:

     1. Select Add criteria.

     2. Select a filter and operator from the lists.

     3. Depending on the selected filter, select a value from the list or enter a value manually.

   • Add subsequent conditions to a report with existing conditions:

     1. Select Add criteria.

     2. Select operator for the new condition: AND or OR.

     3. Select a filter and operator from the lists.

     4. Depending on the selected filter, select a value from the list or enter a value manually.

   • Add a group of conditions to a report:

     1. Select Add group.

     2. Select Add criteria.

        note

        If you add a group to a report that already contains conditions, select an operator (AND or OR) to define how the group relates to the existing conditions.

     3. Select the first filter and operator from the lists.

     4. Depending on the selected filter, select a value from the list or enter a value manually.

     5. Repeat steps b through d to add more criteria to the group.

2. Select Apply.

Remove report criteria

1. In Report criteria, select the delete icon next to the condition.

2. Select Apply.

note

Refreshing the page or navigating to a new page will remove all report criteria.

Group report data

Group columns to organize the report data in a hierarchal structure. The order in which you drag columns to the grouping bar determines the grouping hierarchy.

note

Grouping is not currently supported for custom fields or columns with timestamp values, including Last active and Discovery date.

1. Drag a column header from the table to the grouping bar above the table header. The column you add first becomes the top-level grouping.

2. Optional: Drag additional column headers to the grouping bar to create nested groupings. Each additional column is grouped within the previous column.

3. Use the chevron icons in the table to expand or collapse each group and view the underlying records.

tip

You can change the grouping hierarchy by rearranging the column headers in the grouping bar.

Export reports as downloadable files

The supported file format is CSV.

1. Select Export in the top row of the table.

2. In the Export all data window:

   1. Optional: Enter a file name.
   2. Select Export.

The file will begin exporting. It will be available for download in Notifications > My Files.