Our new reporting system offers the same reports you have used in the past, so you'll be able to find the data you need — you'll just do so with an easier and quicker user interface. To run a report using the new implementation, follow these steps:
- On the sidebar menu on the left of the screen, click
.
- Click Analytics & Reports on the flyout menu that appears.
The new Reports screen will appear and display all the available reports on the right alphabetically.
Note: For the most part, all the legacy reports are also available in the new platform.
- If you know the specific title of the report you want to run, type part of its name in the Search bar, such as "devices."
Note: You can also scroll down to find a report.
Only reports that match your search criteria will remain in the list on the right.
- Click the tile of the report you want to run, such as Devices Basic Report.
The report will run with the default parameters (with the Include All option selected for all the panes and, often, a date range of the last seven days [not including the current day], although this varies from report to report).
Note: Make sure that you scroll to the right to see other columns, as many reports have more data available to the right. The scroll bar isn't easy to find; hover your cursor over the result rows, and the scroll bar will become visible just below the displayed bottom row. In addition, you'll find that only about eight rows are initially shown, even though it says "Rows 1-25" at the bottom right. To see more rows of results, use the scroll bar at the right to scroll down. (Again, if you have trouble finding it, mouse over the right side of the results.)
The sort order of the results is different from report to report, but some are ordered chronologically, with the oldest result on top.
- You can change the order by mousing over the top right of the column you want to sort by and clicking the arrow that appears.
How changing the sort order looks and works will vary, depending on the type of report you are running:
- For the
type of sort icon: When you first click for a column (that wasn't previously selected for the sort), an ascending sort order will be applied, which means going from lower to higher for numbers or alphabetically for letters. This is indicated by to the right of the column header.
If you click again, a descending sort order will be applied, which means going from higher to lower for numbers or backwards in the alphabet for letters. This is indicated by 
.
- For the
type of sort icon: When you click for a column (that wasn't previously selected for the sort), this menu will appear:
Select Sort Ascending (A-Z) for an ascending sort order. This is indicated by
to the right of the column header. Select Sort Descending (Z-A) for a descending sort order. This is indicated by 
.
- For the
- You can give the report results more screen real estate by collapsing the report categories pane on the left and the Filters pane on the right by clicking
or 
, respectively. You'll find these about halfway down the screen between the results and the panels.
Click (or ) to restore the panel to view.
- To change the time period of results, follow these steps:
- Mouse over the top right of the Date Range pane.
will appear.
- Click .
The Date Range filter will be displayed.
- To display all the data from the past year, select Include All (No Filter Applied). Then skip down to step h.
- To select specific years, quarters, months, weeks, or days, click the Year drop-down arrow and click one of the options. Then click the Select drop-down arrow and check the boxes of the time segments you need. (For Day, you will choose the days on a calendar picker.) You can click Select All to include all the options. Then skip down to step h.
Note: The Hour (Aggregated) and 15-Min (Aggregated) options currently aren't functioning. - To choose a certain number of days, weeks, months, years, or quarters, leave Last selected for its drop-down list, click the 7 up-down arrow and select the count you need, and then click the Days drop-down arrow and select the new time value. Then skip down to step h.
Note: You can select This and then a time value (such as month) to receive results from just the beginning of that time frame up until now. The Next option, unfortunately, does NOT provide future results (and is just a leftover from similar dialog boxes). If Including Current is checked, the current day, week, month, year, or quarter will be included in the results. (Deselect this if you don't want today's [for example] activity to be reported as well.) - You can set a certain time range by clicking the From calendar picker, choosing the beginning date on the calendar, and then selecting the end date. (Click outside the picker to close it.) Then skip down to step h.
- You can choose specific time conditions to include or exclude from the results by first clicking the Is Not drop-down arrow, selecting from these options, and performing the following steps:
- Is Not: To exclude the conditions you will enter from the results. Click the Year drop-down arrow and click one of the options. Then click the Select drop-down arrow and check the boxes of the time segments you want to leave out. (For Day, you will choose the days on a calendar picker.) You can click Select All for all the options.
For example, if you know of a day of the month that will have unusual usage results (such as a company holiday), you might choose Is Not/Day/that holiday's date to prevent it from being a part of the results.
The results will include all the days, months, or such for the past year EXCEPT those you specify.
- Is: To show ONLY the conditions you will enter. Follow the instructions for Is Not, but in this case the results will include all the days, months, or such for the past year that you DID specify.
- Is Within: To include results within a specific range of conditions. Click the 1 up-down arrow and select the count you need; click the Year drop-down arrow and select Year, Quarter, Month, Week, or Day; select Before or After in the next drop-down list; and specify a date using the calendar picker.
For example, if you need to know what file updates occurred in a certain two-week period, you might choose Is Within/2/Weeks/Before/the end date.
- Top: To display only the highest values of the conditions. Click the 1 up-down arrow and select the count you need; click the Year drop-down arrow and select Year, Quarter, Month, Week, or Day; click in the Ranked By box and select the field you want.
- Bottom: To display only the lowest values of the conditions. Follow the same procedure as for Top.
- Is Not: To exclude the conditions you will enter from the results. Click the Year drop-down arrow and click one of the options. Then click the Select drop-down arrow and check the boxes of the time segments you want to leave out. (For Day, you will choose the days on a calendar picker.) You can click Select All for all the options.
- Click Apply.
The update icon (
) will appear to the left of the Filters panel.
- Click to reload the results with your changes applied.
- Mouse over the top right of the Date Range pane.
- To change the subaccounts whose results are being displayed, follow these steps:
- Mouse over the top right of the Acccount Name pane.
will appear.
- Click .
The Account Name filter will be displayed.
Include All (meaning all the subaccounts of the account you have selected in the Account Switcher, plus the parent account itself) will be selected by default.
Note: If you want to view data of an account above this one, you'll need to change the account you have chosen in the Account Switcher, as shown in Switching Accounts. If you want to view an account that is above your assigned one in your hierarchy, you'll need to obtain different permissions from your organization's administrator. - To choose specific accounts by name, select the radio button to the left of Find in the List.
Then select the check boxes of the accounts' data you want to display.
Note: You can scroll down to find the child accounts you need or instead type part of the account name in the search box. After you have typed a few characters, only accounts with the matching criteria will remain in the list. - Optionally, you can use specific conditions to include or exclude accounts from the results by selecting the bottom radio button, clicking the Is Not drop-down arrow, choosing the condition, and selecting the accounts (or typing the criteria).
- Click Apply.
The update icon () will appear to the left of the Filters panel.
- Click to reload the results with your changes applied.
- Mouse over the top right of the Acccount Name pane.
- You can change other filters to further narrow your results, following a procedure similar to step 8.
Note: If the report has an ESN, another serial number, or a VIN filter, its default setting will be all serial numbers or VINs selected ("members": []). In the Custom section, you can specify the ESNs or VINs to use instead by copying and pasting their values in the brackets after "members":.
Numeric values, such as ESNs, must be separated by commas, not just spaces (such as "members": [1234567890, 0123456789]).
Alphanumeric values, such as VINs, need to be enclosed in quotation marks and also must be separated by commas (such as "members": ["1A1BC5DE2FG123456", "8ABCA8EF1G1234567"]).
You can click Test to verify that the serial numbers or VINs will be located. - At the top right of grid, you'll see these options:
: Provides a description of the report.
: Opens Edit mode, which you can use to create your own custom version of the report. (See Customizing and Saving a Report Copy Using the New Platform for details.)
: Offers options to download the report as an image, a PDF, or a CSV (comma-separated value) file and to rename it.
- If you would like to run a different report, click its name in the left panel.
The report will run with the default parameters.
You can change the options for the results by following steps 5 to 9.