The IT Asset Data Platform includes a new and intuitive report builder. In addition to built-in reports which can be found under the
Reports menu of your cloud site, you can build your own custom reports using the report builder. This article is an introduction to the ADP report builder. In this article we explain the concept of data collections, the building steps of the report builder and the result pane. Finally, you can also find a step-by-step guide to building a basic custom report.
A data collection is a predefined collection of data. The IT Asset Data Platform uses MongoDB to store your data. For easy access, we've already aggregated the most commonly used data in logical data collections. The ADP currently offers 3 data collections;
Device and software,
Office 365 and
Device and software
The device and software collection groups all asset and software data in one collection.
The Office 365 data collection contains all scanned 0ffice 365 data.
The User collection contains all relevant user data.
Each data collection is presented with a list of fields that are available in the collection. When a data collection set is selected, you can use the search bar on top to quickly search for a field, or you can navigate through the data collection using the categories on the left-hand side.
Any report is built using three main steps. First, all required fields are selected. Second, the retrieved data can be filtered to obtain the desires result set. And finally, if desired, the data can be grouped together to show cumulative results.
The ADP report builder offers an intuitive visual representation to easily guide you through each of these steps.
The result pane
Each building step has a result pane on the right-hand side of the building step. When building a report, the result pane will show a limited number of records for you to verify the result of each building step. The complete report data will only be available when the report is saved and sent to the reporting queue.
In this step-by-step instruction, we will build a basic report showing all assets with a certain Software installed.
Step 1: create a new report.
To create a new report, click the
reports button in the left-hand menu and click the
Create new report button.
Step 2: selecting the required fields
The first step to create a report is selecting the required fields. On the New report screen, click the
Fields button to select the fields you want to report on.
You are now presented with the three available data collections to choose from. For example if you'd like to report on asset and/or software data, select the
Device and software collection.
Select the fields you want to report on. In our example, we are using Asset Id, Asset Name, First seen, Last seen, and Software.
Step 3: filter the data
Add a new step by clicking the
add step button. Select the Filters button to add your filter criteria. First, select the field you want to filter on. In our example we use
Software. Second, select the operation you want to perform. We select the
contains operator. Last, enter the value you want to filter on. In our example we enter
The result pane immediately shows a limited example of the filtered data.
You can add more filter criteria by clicking the
plus button and repeat the above steps.
Step 4: group the data
Add a new step by clicking the
add step button. Select the Group button to add your grouping criteria. We select to group by
To see the result count, we tick the
Show result count option.
Step 5: save the report
The last step is to give the report a descriptive name and save it. To save the report, click the
save button in the top right corner. You will be presented with a pop-up window where you can name the report and choose the category you want to save your report in.
Step 6: view the results
After a report is saved it is added the report running queue. You can find all custom reports you've created via the
Reports\Custom reports menu. Additionally, if you've saved them under a specific category in the previous step, the report will also be found there.