Manage reports

Learn how to manage your reports in SAM on Snow Atlas.

Search for reports

1. On the SAM Core menu, select Reports.

2. In the search field at the top of the page, enter your search criteria. Any report name or description that match your criteria will show up in the search result list.

3. Optionally, you can narrow the search by selecting Filter by category, and then select only the report categories you want to see. By default, all categories are selected.

View reports

You can view reports from all the report pages: Reports, Report files, and Scheduled reports.

For the reports All computers, Applications per computer, and Applications per computer and user, you have an additional setting called Show calculated totals. If you enable it, and depending on the report, you will see the calculated totals of the columns Application, Core factor, Computer name, License requirement, Processors, Purchase price, Run, Total application cost, Total cores, Total cost, and User for each report page.

1. On the SAM Core menu, select Reports, Report files, or Scheduled reports.

2. Select the name of the report.

3. Optionally, if you want to see calculated totals on each page of the reports All computers, Applications per computer, and Applications per computer and user, select Show calculated totals.

4. Select Show report.

Add report criteria

You can use filters to refine the data in your reports. Use a single condition or create a group of conditions for more complex filters. For more information, see Criteria and groups.

1. Search for the report, see Search for reports.

2. Select the name of the report.

3. In Report criteria, do one of the following:

   • To add a single condition to a report without initial conditions:

     1. Select Add criteria.

     2. Select criterion and operator from the lists.

     3. Depending on the selected criterion, select a search string from the list or enter a search string manually. Use % as a wildcard character.

   • To add a single condition to a report with one or more initial conditions:

     1. Select Add criteria.

     2. Select operator for the new condition: and or or.

     3. Select criterion and operator from the lists.

     4. Depending on the selected criterion, select a search string from the list or enter a search string manually. Use % as a wildcard character.

   • To add a group of conditions to a report without initial conditions:

     1. Select Add group.

     2. Select the first criterion and operator from the lists.

     3. Depending on the selected criterion, select a search string from the list or enter a search string manually. Use % as a wildcard character.

     4. Select Add criteria.

     5. Select operator for the next condition: and or or.

     6. Select the next criterion and operator from the lists.

     7. Depending on the selected criterion, select a search string from the list or enter a search string manually. Use % as a wildcard character.

     8. Repeat steps d through g to add more criteria.

   • To add a group of conditions to a report with one or more initial conditions:

     1. Select Add group.

     2. Select operator for the new condition: and or or.

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

     4. Depending on the selected criterion, select a search string from the list or enter a search string manually. Use % as a wild character.

     5. Select Add criteria.

     6. Select operator for the next condition: and or or.

     7. Select the next criterion and operator from the lists.

     8. Depending on the selected criterion, select a search string from the list or enter a search string manually. Use % as a wild character.

     9. Repeat steps e through h to add more criteria.

   EXAMPLE

   In the All computers report you want to see all computers from Dell Inc. that have a name starting with DESKTOP and that have not been scanned since 2021.

   Conditions:

   Computer manufacturer like Dell Inc%

   and Computer name like DESKTOP%

   and Last scanned before 1/1/2022

4. Select Show report.

Remove report criteria

1. Search for the report, see Search for reports.

2. Select the name of the report.

3. In Report criteria, do one of the following:

   • To remove a single condition, select the delete icon next to the condition.

   • To remove all conditions, select Clear.

   • To revert to the default conditions, select Reset.

4. Select Show report.

Change report columns

1. Search for the report, see Search for reports.

2. Select the name of the report.

3. Select Column selector.

4. In Select columns, do the following:

   • To add a column, select and hold that column in Select columns, and then drag it to the report header.

   • To remove a column, select and hold that column in the report header, and then drag it to Select columns.

5. Close Select columns.

6. Select Show report.

Export reports as downloaded files

Available file formats are CSV, PDF, XLS/XLSX, and XML. If you want to export to XLSX format, verify that you have selected the Use format for Excel 2007/2010 (no row limit) setting for Reporting and exports in User settings.

1. Search for the report, see Search for reports.

2. Select the name of the report.

3. Select Show report.

4. Select the three dots in the upper-right corner of the page, and then select Export and your preferred file format.

   The export will be available as a downloaded file in your web browser.

Export reports to Report files page

You can export a report from Reports to the Report files page where you can then download it.

Available file formats are CSV, PDF, XLS/XLSX, and XML. If you want to export to XLSX format, verify that you have selected the Use format for Excel 2007/2010 (no row limit) setting for Reporting and exports in User settings.

1. Search for the report, see Search for reports.

2. Select Export.

3. In Export, do the following:

   1. Optionally, change the Name and the Description of the exported report.

   2. Select File format.

4. Select Export.

   You find the exported report on the Report files page.

Save customized reports

When you customize and save a report, you change the report configuration including columns and filtering, but you do not save any data from your system.

EXAMPLE

If you customize the Compliance summary standard report and then save it as My Compliance Summary, every time you open My Compliance Summary, your customized columns and filters will show. If you then select Show report, the columns will be populated with data from your system

Customized reports and report groups are listed at the top of the reports list on the Reports page. If you choose not to group the report, it will by default be listed under Ungrouped reports.

1. Search for the report that you want to customize, see Search for reports.

2. Select the name of the report.

3. Make your changes to the report configuration, see Add report criteria, Remove report criteria, and Change report columns.

4. Select the three dots in the upper-right corner of the page, and then select Save report.

5. In Save report, do the following:

   1. Optionally, change the Name and the Description of the report.

   2. Optionally, select a Group name from the list, or enter the name of a new group.

   3. Select Save.

Edit customized reports

When you make changes to one of your customized reports, you can choose to save it as a new customized report or save it as an update of your customized report.

1. Search for the report, see Search for reports.

2. Select the name of the report.

3. Make your changes to the report configuration, see Add report criteria, Remove report criteria, and Change report columns.

4. Select the three dots in the upper-right corner of the page, and then select Save report.

5. In Save report, do the following:

   1. Optionally, change the Name and the Description of the report.

   2. Optionally, select a Group name from the list, or enter the name of a new group.

   3. Do one of the following:

      • To save it as a new customized report, select Save as new.

      • To save it as an update of your customized report, leave Save as new cleared.

   4. Select Save.

Delete reports

You can delete a report if a delete icon appears next to the name of the report.

note

You cannot delete the reports that are available by default in SAM on Snow Atlas.

To delete a report on the Reports page, do the following:

1. Search for the report that you want to delete, see Search for reports.

2. Select Delete.

3. Select Delete to confirm.

To delete a report on the Report files or Scheduled reports pages, do the following:

1. On the SAM Core menu, select Report files or Scheduled reports.

2. Select the delete icon next to the name of the report you want to delete.

3. Select OK to confirm.

Show related documents

You can use the Show related documents feature to get an overview of all the uploaded documents in SAM on Snow Atlas, and to also download them. The feature is available for reports on objects which can have documents attached, for example, the All computers, All users, All licenses, and All agreements reports.

1. On the SAM Core menu, select Reports.

2. Select the name of the report.

3. Select the three dots in the upper-right corner of the page, and then select Show related documents.

   note

   If Show related documents is not available, the feature is not relevant for the selected report.

4. In the Documents list, select the documents that you want to download, or select Select all to download all the documents.

5. Select Export.

   A zipped file with the selected documents will be available as a downloaded file in your web browser.