Reports
Report Settings
Customize the column size and modify the date and time format of reports. Role Required: SDAdmin, SDReport, Technicians with View permission to reports Go to the Reports module and click the Reports Settings tab. To customize Tabular Column Size, ...
Schedule Reports
Role Required: SDAdmin, SDReport, Technicians with View access to reports Schedule report settings allow you to automatically generate multiple reports at a scheduled time. These reports can be generated in PDF, XLS, XLSX, HTML, Inline HTML, or CSV ...
Overview - Reports
AssetExplorer Cloud allows you to generate various reports across modules. You can use predefined reports or generate custom reports as required. To generate or view reports, go to the Reports module. Filter the reports per customers by using the ...
Types of reports
You can create customized reports to meet the unique needs of your organization. Role Required: SDAdmin, SDReport, Technicians with Add access to reports To create a custom report, Go to the Reports module. Click New Custom Report under the All ...
Email Reports
Role Required: SDAdmin, SDReport, Technicians with View access to reports. To email a report, Go to the Reports module and open a report. Click Mail this Report displayed at the top. Choose your preferred Format for the report. The available formats ...
Export and Print Reports
Export Reports Role Required: SDAdmin, SDReport, Technicians with View access to reports. To export a report, Go to the Reports module. Click the Export as drop-down on the top right. Choose the export file type from the drop-down. You can export the ...
Edit and Save Reports
Edit Reports Role Required: SDAdmin, SDReport, Technicians with Edit access to reports. To edit a report, Go to the Reports module and open a report you want to edit. Click Edit on the top-left. Alternatively, you can also click against the report ...
Query Reports
Role Required: Technicians with Add access to reports. Query reports are predefined reports generated using an SQL query. They display data in a tabular format. You can customize query reports only for date and time columns, like Created Time, ...
Report Widgets
You can convert tabular reports that contain charts into widgets that can be added to dashboards. To add report widgets to dashboards, you would first need to enable them from the reports module. Role Required: SDAdmin, SDReport, Technicians with ...
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