Summary Reports Explained

Topic

This article discusses how to create, view, and download summary reports in NinjaOne.

Environment

NinjaOne Reporting

Description

Summary reports encapsulate key findings, highlights, and essential data, providing a high-level overview of your chosen subject.

Creating a Summary Report

Follow this procedure to make a new summary report:

Set Up the Report

In NinjaOne, click Reporting, then click Create and choose Summary Report from the drop-down menu.

**Figure 1**: Reporting → Create → Summary Report (click to enlarge)

In the Create New Summary Report dialog box, configure the following options:
- Name: Give the report a descriptive name.
- Description: Describe the contents or purpose of the report.
- Target type: Choose whether the report should be global (all organizations) or specific to a single organization.
- Create from template: Select a template from which to build the report. Refer to NinjaOne Reporting: Types of Summary Reports to learn more.
- Sharing: You can choose to keep the report private or share it with others. Read NinjaOne Reporting: Report Sharing for more information.

**Figure 2**: The Create New Symmary Report dialog box (click to enlarge)

Create the Report Template

After you complete the report setup, the Create report template window will open. Here you can customize the report's visual presentation and specify what data it will summarize.

Configure the following settings to customize the report's format:

Title: Provide a descriptive title for the report.
Description: Describe the report contents or purpose.
Cover page: Select the option to show or hide the cover page.

**Figure 3**: Creating the report template (click to enlarge)

Adding Preset Data Categories

This step allows you to add the data categories you want to show in the report.

In the Create report template window, click Customize.

**Figure 4**: Customizing the report (click to enlarge)

In the Sections window, use the Add section to report drop-down menu to choose your data sections.

**Figure 5:** The Sections window (click to enlarge)

3. Added sections will appear as a stack in the Sections window. Click the = icon for any section and drag it higher or lower in the stack to change the order in which the sections appear in the final report.

**Figure 6**: Section order selection (click to enlarge)

Adding a Custom Data Table

In addition to the preset data types, you can create configurable tables populated with per-device data of your choosing.

In the Sections window, choose Custom Data Table from the drop-down menu.

**Figure 7**: Custom data table selection (click to enlarge)

Use the Name and Description fields to give your data table a name and describe its purpose. Then, click the Data set drop-down menu and select Device - Device Search. The main window will populate with a list of all your devices. Use the filter options to narrow your search. The device list will repopulate to show only the devices that match your filter conditions.

**Figure 8**: Devices fitting report criteria (click to enlarge)

Click the Columns drop-down menu to add data columns to your custom table.
Figure 9: Adding data columns (click to enlarge)

The columns you select will appear as a stack. Click the = icon for any column and drag it higher or lower in the stack to change the order in which it appears in the final report.