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Manage reports

Learn how to manage reports in Flexera One SaaS Management.

View report​

  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.

  1. In Report criteria:

    • 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 a filter and operator from the lists.

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

  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.