Reports

To access reports, navigate to Toolbox -> Reporting. This page provides an overview of all created reports.

Above the report overview table, you will find two buttons:

  • Edit Report Categories: Opens a separate page where report categories can be created, edited, or deleted

  • Create Report: Opens the form to create a new report

../_images/reports_overview.png

Picture: Reports overview table


../_images/reports_categories_overview.png

Picture: Reports overview table



Creating a Report

To access reports, navigate to Toolbox -> Reporting. Click the “Create Report” button to open the report creation form.

The form includes the following fields:

  • Report Name: Enter a descriptive name for the report

  • Category: Select a category for the report from predefined or user-created categories

  • CmdbType: Choose the Type the report is based on (e.g., Server)

  • Fields: Select which fields of the chosen Type should appear in the report

  • Multi-value Field Output: Define how multi-value fields are displayed, either inside rows or inside columns

  • Filter (optional): Build complex filter conditions using nested AND / OR statements to limit the data included in the report


../_images/reports_create.png

Picture: Reports overview table


Once a report is created, it appears in the overview table.



Running and Exporting Reports

Reports can be run directly from the overview page. After execution, the report results can be downloaded as a CSV file for further analysis or sharing.

Note

Reports support flexible filtering and field selection to tailor the output to your specific requirements