Reporting

NAVIGATION   Modules > Reporting > Templates > Templates section

The following types of reports are available to generate:

• Applications: A report that displays all the applications installed on the selected devices.
• Assets: A report that displays all the assets for the selected devices.
• Assets Overview: A report that displays an overview of all assets.
• CPU Usage: A report that displays CPU usage for all selected devices.
• Custom Fields: A report that displays user-selected custom field values.
• Drive Usage: A report that displays the drive usage for all selected devices.
• Executive: A report that displays a detailed overall status of all selected devices.
• Executive Summary: A report that displays an overall status of all selected devices.
• IP Summary: A report that displays the IPs for all selected devices.
• Memory Usage: A report that displays the memory usage for all selected devices.
• Network Usage: A report that displays network usage for the selected devices.
• Patching: A report that displays information about patching.
• Task Execution Output: A report that displays the task execution output.
• VSA X Antivirus: A report that displays a detailed antivirus status of all selected devices.

NAVIGATION   Modules > Reporting > Templates > select a template > Reports section

Reports must be configured with settings before they can run either manually or automatically. You can utilize sample reports or create reports from scratch. Refer to About sample reports and Create a new report. Separate lists of configured reports exist for each template (type of report).

Report actions

The following actions are available upon hovering over a report in the list:

Action	Icon	Description
Run		Runs the report immediately outside of any configured schedule. Refer to Run a report.
Edit as a copy		Creates an exact copy of the report and opens the editor in which you can change settings in the copy. Refer to Copy a report.
Edit		Opens the editor for the report. Refer to Edit a report.
Delete		Deletes the report. Refer to Delete a report.

NAVIGATION   Modules > Reporting > Templates > select a template > select a report > Generated Reports tab

NAVIGATION   Modules > Reporting > Recents

Once a report runs either manually or automatically, you can view the details of the generated report. While the PDF or CSV output can be emailed to specific recipients, you can also view the PDF files any time within VSA 10. Refer to View a generated report.

Generated report actions

From either list location, the following actions are available upon hovering over a generated report:

Action	Icon	Description
Download		Displayed only for reports run in the CSV format. Refer to Report Format. Downloads the report CSV file to your device. Refer to Download a generated report.
Email		Allows you to immediately email the generated report to any one recipient at a time. Refer to Send a generated report via email.
Delete		Deletes the report. Refer to Delete a report.

1. From the left navigation menu, navigate to Reporting > Templates.
2. Select a template (type of report) from the list on the left side of the page.
   
   
3. In the upper-right corner of the page, click Create Report.
   
   
4. Configure the report settings:

Field	Description
Name	Enter a name for this report. By default, the name is prepopulated as the report template name.
Description	Optionally, enter a description for this report.
Template Name	Displays the name of the selected report template.
Report Format	From the drop-down menu, select the file format in which this report will be generated: PDF or CSV. Refer to Report format icons.
Current Scope	From the drop-down menu, select the scope of devices for which this report will reflect data.
Enable Scheduling	To schedule this report to run automatically on a recurring basis, select the check box. In the Edit Schedule dialog box that opens, configure how often and when this report will run, and click Save. The schedule summary is displayed and can be edited any time by opening the editor and clicking Edit Schedule.
Run as Team	Displayed only if a schedule is enabled. Select a team to own this report. Generated reports will be made available to those team members. Administrators can view and manage all reports. Refer to Managing teams and users.
Send a notification when the report is generated	Select the check box to receive an in-application notification whenever this report is generated.
Send the report via email when generated	Select the check box to send an email to configured recipients whenever this report is generated.
List of Emails	Displayed only if the Send the report via email when generated check box is selected. Enter the email addresses, separated by spaces, of those who should receive an email whenever this report is generated.

The following reports contain additional settings:

Template(s)	Field	Description
Assets	Include the following custom fields values	Select the check boxes of the custom field data to include in this report.
CPU Usage Drive Usage Memory Usage Network Usage Patching VSA X Antivirus	How many days should we include data for	Enter the number of days in the past the data should reflect when this report is generated.
Custom Fields	Select the custom fields to include	Select the check boxes of the custom field data to include in this report. Optionally, select the Include systems with no custom fields defined check box to reflect data for such devices in this report.
Executive Executive Summary VSA X Antivirus	Data inclusion check boxes	Select or clear the check boxes to include or omit specific data points from this report.
Task Execution Output	Current Scope	Select a task for which to reflect data in this report. Refer to Tasks.

5. When ready, click Save Report.

The report will appear in the list of reports for the selected template. Refer to Lists of configured reports. The report will run according to its configured schedule or when run manually. Refer to Run a report.

1. From the left navigation menu, navigate to Reporting > Templates.
2. Select a template (type of report) from the list.
3. In the list of reports of that type on the right side of the page, hover over a report and click the Edit icon in the Actions column.
4. For descriptions of each available field, refer to Configure the report settings.
5. Click Save Report.

1. From the left navigation menu, navigate to Reporting > Templates.
2. Select a template (type of report) from the list.
3. In the list of reports of that type on the right side of the page, hover over a report and click the Edit as a copy icon in the Actions column.

An exact copy of the report will be created, and the editor automatically opens for you to change settings as desired in the copy. Refer to Edit a report.

1. From the left navigation menu, navigate to Reporting > Templates.
2. Select a template (type of report) from the list.
3. In the list of reports of that type on the right side of the page, hover over a report and click the Run icon in the Actions column.

The report will run immediately, outside of any configured schedule, and will appear in the lists of generated reports. Refer to Lists of generated reports.

1. From the left navigation menu, navigate to Reporting > Templates.

NOTE  As a shortcut, if a report recently ran, you can quickly access it by navigating to Reporting > Recents and selecting it from the list. If using this page, you can skip the remaining steps and proceed to Generated report tabs and actions.

2. Select a template (type of report) from the list.
3. In the list of reports of that type on the right side of the page, select the report you want to view generated results for.
4. In the Generated Reports tab (selected by default), select the generated report you want to view.

Generated report tabs and actions

The Details tab displays a summary of the report settings and the following options, depending on the report format:

A View tab is also available if the report ran as a PDF. You can click the tab to view the PDF directly within the web application.

Downloading a generated report downloads the report file directly to your device. The download button and icon are available only for reports generated as CSV files. You can download the CSV file in the following ways:

• The Download button in the Generated Reports tab. Refer to Download in Generated report tabs and actions.
• The Download icon in a list of generated reports. Refer to Generated report actions in Lists of generated reports.

To download the file of a report generated as a PDF, you can click the download icon available in the PDF viewer embedded in the web application. Refer to View in View a generated report.

Within the report editor, you can configure a report to be emailed to configured recipients each time it is generated. Refer to Send the report via email when generated and List of Emails in Configure the report settings.

You can also send a generated report to any recipient at any time in the following ways:

• The Email button in the Generated Reports tab. Refer to Download in Generated report tabs and actions.
• The Email icon in a list of generated reports. Refer to Generated report actions in Lists of generated reports.

In the dialog box that appears, enter an email address and click Send.

Deleting a report

1. From the left navigation menu, navigate to Reporting > Templates.
2. Select a template (type of report) from the list.
3. In the list of reports of that type on the right side of the page, hover over a report and click the Delete icon in the Actions column.
4. In the confirmation dialog box, click Delete to execute the action or Cancel to close out of the dialog box.
   
   

IMPORTANT  This action is irreversible. All corresponding generated reports will also be deleted. If the report was configured to run on a schedule, it will no longer run.

Deleting a generated report

You can delete a generated report in the following ways:

• The Delete button in the Generated Reports tab. Refer to Delete in Generated report tabs and actions.
• The Delete icon in a list of generated reports. Refer to Generated report actions in Lists of generated reports.

In the confirmation dialog box, click Delete to execute the action or Cancel to close out of the dialog box.

IMPORTANT  The report details will be permanently deleted from the web application. Depending on the report format, the CSV file available for download or the embedded PDF file will be permanently deleted from the web application.