To run a report, follow these steps:

Note: There are three reports you will find the most useful when you are getting started. See What Reports Should You Begin With? for details.

Caution: Make sure that you have the parameters you need to set planned out (the account, devices, firmware versions, and so on) and dedicated time to complete the procedure below before you begin. The Reports screen times out after 30 minutes of inactivity, so if you stop in the middle of the task and try to return to it, you'll have to start over.

  1. Click  in the left sidebar menu.
    The Reports screen will appear and list all the available reports alphabetically.
  2. Click the tile of the report you want to run, such as Devices Basic Report.
    Note: To locate the report, you can scroll down or type part of its name in the Search Reports bar, such as "device." After you type a few characters, the list will be limited to only reports that match your search criteria.
    The report options will appear on the left. These will vary, depending on what type of results the report is designed to return.
  3. Select the options you need, such as the account, part number, app ID, firmware version, configuration version, and time frame to return results for.
  4. At the bottom of the Options pane, click Apply.
    The results will appear in the right pane.
  5. Be sure to scroll to the right, as most reports will have more columns of results than can be displayed on your screen at once.
  6. You can give the report results more screen real estate by clicking at the top left of the Options pane (to the left of "Options") to collapse it. (Click  again to restore the panel to view.)
    These are the options above the report results, from left to right:
    • : Begins the process of saving a customized report layout, including which columns are displayed and in what order, how they are sorted, and what filters are applied.
    • : Begins the process of exporting the results data.
    • : Undoes the last modification you made to the report results (such as sorting a column).
    • : If you previously used  to undo a change to the report results (such as sorting a column), this reapplies the modification.
    • : Undoes all the viewing adjustments you've made to the report results (such as applying a filter and sorting a column).
    • : Zooms the report results out (making them smaller while displaying more data). The percentage value to the right shows the current zoom level.
    • : Zooms in on the report results (making them bigger but displaying less data). The percentage value to the right shows the current zoom level.
    • : Enables you to search for a particular value within the report results. After typing your search criteria text, click . The first matching value will be highlighted.
    • : After you've performed a search, this moves your cursor to the preceding matching value.
    • : After you've performed a search, this moves your cursor to the next matching value.
    • : Enables you to move through the pages of report results, as follows:
      • : Goes to the first page of the results.
      • : Goes to the preceding page of the results.
      • : Indicates what page you are on; this example shows that you are on the first page of report results (and that there are 2 total pages). You can jump to an earlier or a later page by selecting the current number (1 in this example), typing in the new value, and pressing Enter.
      • : Goes to the next page of the results.
      • : Goes to the last page of the results.
  7. These are the column options that become available when you select a column (these will appear above the chosen column):
    • : Enables you to format or hide the column:
      • If you select Formatting, you can apply different fonts, font weight, and font color for the headings or results (on the Basic Formatting tab) or for specific result values (on the Conditional Formatting tab).
      • If you select Hide Column, the column will disappear from view. To make it visible again, select  above a different column, click Show Columns, and then select the column name to restore it (or <All>).
    • : Enables you to filter the column's results.
    • : Sorts the column data by ascending order (from lowest to highest for numbers, or from A to Z for words).
    • : Sorts the column data by descending order (from highest to lowest for numbers, or from Z to A for words).
    • : Enables you to make the column wider and narrower (by clicking and dragging  to the right or left).