Reports
The Assets & Inventory Plugin offers robust reporting capabilities designed to assist users in visualizing, grouping, and managing their assets effectively.
With AIP Reports, you can create detailed reports tailored to your specific needs using a variety of filters and configurations. For example, an IT staff member can generate reports to view currently used computer assets, or an HR personnel can create reports to view details about employees in the Design Team.
Video overview
Key features
Create custom reports: Build your own reports using a variety of filters, attributes, and formatting options.
Saved filters: Utilize pre-saved filters for quick and consistent reporting. You can save your filters/reports and share them with others.
Data visualization: Generate reports in Table or Chart (Pie chart - Bar chart) format for clear data visualization. You can switch between report types by clicking on the Table and Chart icons on the right-hand side of the screen.
Clicking on the Chart icon reveals Chart Options below the filter configurations. Here, you can select the chart type and how the assets will be grouped.
Check out the same report filter displayed in different report types:
Create subscriptions: Set up subscriptions to receive reports periodically (e.g., bi-monthly, weekly, or three times a week) based on your selected filters.
Export reports: Export reports to CSV, XLSX, or Excel for further analysis.
Accessing AIP Reports
From the top app menu, click Reports.
The Reports screen displays a list of available reports, allowing you to see information such as who the owner is and who can view the filter or edit it.
Clicking on a filter title generates the report for it.
By clicking the three-dots icon, you can Clone, Edit, or Delete individual reports.
Click the New Report button to create a new report. The New report screen opens.
Generating a report
Choose a report type (Build your own or Use saved filters) and configure the report:
Build your own
This option lets you create a report from scratch by selecting your own configurations.
Select the asset type collection(s) you want to include in your report. Or you can select all asset type collections.
Select the asset types you want to include in your report.
Use the More section to add additional filters based on Attribute, Global Attribute, or Asset Created Date, and more.
For more information on the + More button, refer to the related documentation.
Click Generate to create the report.
After the report is generated, use the Attributes button on the right-hand side of the screen to select which columns you want to display in your report.
You can save the report you’ve created by clicking the Save button. This opens the New report pop-up, and you can enter a name, viewers, and editors, and then Save it to use later.
Use saved filters
This option lets you create a report based on a filter you’ve saved on the Asset Navigator.
Select Use saved filters.
Choose from the list of available saved filters.
Optionally, edit the filter configuration as needed. When you edit, the report type changes to Build your own.
Click Generate to create the report.
If you’ve made changes to the selected filter, navigate to the Save button (which changes to a dropdown), and choose Save changes to update the filter or Save as to save as a new report.