NinjaOne Reporting: Summary Reports

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 window, 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. Refer to

Figure 7: Reporting → Find report (click to enlarge)

Using the Table of Contents

In the report, click Table of contents. The table of contents will open and float on the page. Click the X icon to close the contents.

Figure 8: Reporting → Table of contents (click to enlarge)

Report Action Icons

Click the action icons to download, refresh, or view the report in a new tab.

Figure 9: Reporting → Action icons (click to enlarge)

Downloading the Report as a PDF

Click the View in New Tab action icon. NinjaOne will open a downloadable PDF version of the report in a new tab.