Reports

Modified on Mon, 01 Jul 2024 at 02:12 AM

The Reports module of the admin console consists of Device report which has functionalities such as display the available devices, export the device details in an excel file, choose the required columns of the report using the column chooser, schedule the device report in daily, weekly or monthly frequency, View/Edit/Delete the scheduled reports.


Reports home screen

1. Click on the Reports icon on the left menu.


2. The reports home screen will be displayed as shown below.


Display the available devices


1. Click on the Device report icon on the reports home screen.


2. The available devices will be displayed in table view format as shown below with details like Alias name, Serial no., Make, Model, OS version, Online status, Last sync, Owner, Enrollment status, Custom id, Group name, Device state, IMEI, Mac id, User name and Enrolled on.


Export the device details


The available device details can be exported as an excel file by following the steps given below.


1. Click on the Reports icon on the left menu.


2. The reports home screen will be displayed.


3. Click on the Device report icon on the reports home screen.


4. The details of the available devices will be displayed in the table format.


5. Select the required columns from the column chooser available in the top right corner of the device details table.


6. Click on the Download icon in the top right corner of the device details table.


7. A confirmation pop up with the selected device count will be displayed as shown below.  


8. Click on the Continue button. The device details will be downloaded as an excel file in the local file path.


9. When the downloaded excel file is opened, the device details as shown below will be available in the excel file.


Schedule device report


The device report can be scheduled  in daily, weekly or monthly frequency by following the steps given below.

 

1. Click on the Device report icon on the reports home screen.


2. The details of the available devices will be displayed in the table format.


3. Click on the Schedule report icon on the top of the device details table.


4. The schedule report pop screen as shown below will be displayed.



5. The following fields will be displayed for the creation of a schedule report.

  • Report name – Name of the new schedule report to be created (Mandatory) 
  • All column/Selected column – Need to mentioned if the schedule report should have all columns or the selected columns from the column chooser (Mandatory) 
  • Frequency - frequency of the report to be generated (Mandatory) 
  • Generated at - time in the form of Hrs and Mins
  • Email address - Email address to which the generated report need to be sent
  • Email subject - Subject of the email
  • Email body - Body of the email
  • Download link validity - For how long the link of the email is valid for downloading the report


6. After entering the values for the above fields, click the Save button

 

7. A new schedule report will be created and displayed in the Report home screen as shown below.



Edit Schedule report


1. In the Report home screen, the available schedule reports will be displayed in the table format.


2. From the schedule report list, click on the three vertical dots at the end of the report row.

 

3. A context menu will be displayed from which the Edit option can be selected.


4. The existing details of the selected report will be displayed as shown in the screen below.



5. Edit the report details and click the Save button. The edited values will be updated for the selected report.


Delete schedule report


1. In the Report home screen, the available schedule reports will be displayed in the table format.


2. From the schedule report list, click on the three vertical dots at the end of the report row.

 

3. A context menu will be displayed from which the Delete option can be selected.


4. A confirmation message will be displayed as shown below. Click the Continue button, the selected schedule report will be deleted.



Schedule report history


1. In the Report home screen, the available schedule reports will be displayed in the table format.


2. From the schedule report list, click on the three vertical dots at the end of the report row.

 

3. A context menu will be displayed from which the View option can be selected.


4. The schedule report history screen as shown will be displayed.



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