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Action1 5 Documentation 5 Browsing and Generating Reports

Browsing Reports

During this operation, you are navigating through report definitions (including report names and descriptions), without obtaining any endpoint data.

  • Since report definitions are maintained at the Enterprise level, users can browse all built-in and custom report definitions, even from the Action1 Organizations not included in their current scope.
  • However, to populate the report definition with endpoint data, users will require the View Reports permission.

To browse built-in or custom reports:

  1. Go to Real-Time Reports & Alerts.
  2. Select Built-in Reports or Custom Reports.
  3. Navigate to the desired category in the tree on the left. Then you can see the report names and descriptions listed on the right.

NOTE: Custom reports do not have any sub-categories; they are all shown under Custom Reports.

Tip: To look for the reports you are interested in (without a need to open them), you can click on the search (“magnifying glass”) icon in the top-right corner of the Action1 console and enter the search keywords.

Endpoints view and General tab expanded

Generating a Report Populated with Data

During this operation, the report structure is populated with data obtained from the managed endpoints. For that, you should have at least the View Reports permission.

  1. Navigate to the report you need and click on its name.
  2. Action1 can populate the reports with both live and cached data. Select the required option from the Responses drop-down list, then click Refresh next to the Tools menu button.
    See also: Data Collected with Action1 Agent.
  3. For the reports with Summary type, you can also select whether to Expand details.
Creating a software asset inventory