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Reports and Dashboards

Two related tools for looking at your inventory data: reports are saved queries you run on demand, dashboards are configurable widgets you keep visible.

Reports​

A report is a saved combination of what data and how to filter and group it.

You can build reports against:

  • Assets — laptops by category, retirements per quarter
  • Licenses — utilisation by manufacturer, expiry windows
  • CMDB — CIs by environment, critical CIs by status

Building a report​

Go to Reports → New Report. You'll pick:

  • Data source — assets, licenses, or CIs
  • Columns — what fields appear
  • Filters — narrow the rows (e.g. status = Checked Out, purchase date in last 12 months)
  • Grouping — group by category, manufacturer, etc.
  • Sort order

Save with a name. The report is now reusable.

Create Report form with Report Details (Name, Data Source, Description, Share with team), a column picker, Filters section (Category, Status), and Sorting controls

Running a report​

Open it from the list and click Run. The report executes against your current data and renders a table. You can export the result to CSV.

Reports are not snapshots — every run uses the latest data. If you want a frozen point-in-time view, export and save the CSV.

Sharing reports​

Reports are tenant-wide. Anyone with reporting access can run them. To restrict who can see specific reports, use your tenant's role-based access controls.

Dashboards​

The dashboard is your home screen. By default it shows a few standard widgets — total assets, assets by status, licenses by manufacturer. You can add and rearrange your own.

Asset Dashboard showing Assets by Category bar chart, Assets by Status donut, a 12-month creation line, CMDB Overview totals, Open Tickets by priority, and a Custom Widgets section with an Add Widget button

Widget types​

Widget typeWhat it shows
NumberA single big number (e.g. Total Assets: 1,247)
Bar chartCounts grouped by a category
Pie chartProportional split (e.g. status mix)
DonutSame as pie, hollow centre
Line chartTrend over time

Adding a widget​

Click Add Widget. Choose:

  • Data source — assets, licenses, or CIs
  • Widget type — number, bar, pie, donut, line
  • Group by — what dimension (category, status, month, manufacturer)
  • Aggregation — count, sum, or average
  • Size — small, medium, large

Rearranging​

Drag widgets to reorder. Each user's dashboard layout is saved separately, so your preferences don't override your colleagues'.

When to use which​

  • Reports are best when you want columns and rows — list output, exportable.
  • Dashboards are best for at-a-glance metrics — visual, persistent, no clicking.

You'll usually have both: a dashboard for the "is everything OK?" view, and reports for the "give me the spreadsheet" answer.