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Manage reports

Learn how to manage your reports in SAM Core on Snow Atlas.

Search for reports​

  1. On the SAM Core menu, select Reports.

  2. In Find report, enter your search criteria. Any report names or descriptions that match your criteria will show up in the search result list.

  3. Optionally, you can narrow the search even more by selecting one or more Categories.

View reports​

You can view reports from all of the report pages: Reports, Report files, and Scheduled reports.

  1. On the SAM Core menu, select Reports, Report files, or Scheduled reports.

  2. Select the name of the report.

  3. Select Show report.

Add report criteria​

You can use filters to refine the data in your reports. Use a single condition or create a group of conditions for more complex filters. For more information, see Criteria and groups.

  1. Search for the report, see Search for reports.

  2. Select the name of the report.

  3. In Report criteria, do one of the following:

    • To add a single condition to a report without initial conditions:

      1. Select Add criteria.

      2. Select criterion and operator from the lists.

      3. Depending on the selected criterion, select a search string from the list or enter a search string manually. Use % as a wildcard character.

    • To add a single condition to a report with one or more initial conditions:

      1. Select Add criteria.

      2. Select operator for the new condition: and or or.

      3. Select criterion and operator from the lists.

      4. Depending on the selected criterion, select a search string from the list or enter a search string manually. Use % as a wildcard character.

    • To add a group of conditions to a report without initial conditions:

      1. Select Add group.

      2. Select the first criterion and operator from the lists.

      3. Depending on the selected criterion, select a search string from the list or enter a search string manually. Use % as a wildcard character.

      4. Select Add criteria.

      5. Select operator for the next condition: and or or.

      6. Select the next criterion and operator from the lists.

      7. Depending on the selected criterion, select a search string from the list or enter a search string manually. Use % as a wildcard character.

      8. Repeat steps d through g to add more criteria.

    • To add a group of conditions to a report with one or more initial conditions:

      1. Select Add group.

      2. Select operator for the new condition: and or or.

      3. Select the first criterion and operator from the lists.

      4. Depending on the selected criterion, select a search string from the list or enter a search string manually. Use % as a wild character.

      5. Select Add criteria.

      6. Select operator for the next condition: and or or.

      7. Select the next criterion and operator from the lists.

      8. Depending on the selected criterion, select a search string from the list or enter a search string manually. Use % as a wild character.

      9. Repeat steps e through h to add more criteria.

    EXAMPLE

    In the All computers report you want to see all computers from Dell Inc. that have a name starting with DESKTOP and that have not been scanned since 2021.

    Conditions:

    Computer manufacturer like Dell Inc%

    and Computer name like DESKTOP%

    and Last scanned before 1/1/2022

  4. Select Show report.

Remove report criteria​

  1. Search for the report, see Search for reports.

  2. Select the name of the report.

  3. In Report criteria, do one of the following:

    • To remove a single condition, select the delete icon next to the condition.

    • To remove all conditions, select Clear.

    • To revert to the default conditions, select Reset.

  4. Select Show report.

Change report columns​

  1. Search for the report, see Search for reports.

  2. Select the name of the report.

  3. Select Show report.

  4. Select Column selector.

  5. Do one of the following:

    • To add a column, select and hold that column in Select columns, and then drag it to the report header.

    • To remove a column, select and hold that column in the report header, and then drag it to Select columns.

  6. Close Select columns.

Export reports as downloaded files​

Available file formats are CSV, PDF, XLS/XLSX, and XML.

  1. Search for the report, see Search for reports.

  2. Select the name of the report.

  3. Select Show report.

  4. Select the three dots in the upper-right corner of the page.

  5. Select Export, and then select your preferred file format for the export.

    The export will be available as a downloaded file in your web browser.

Export reports to Report files page​

You can export a report from Reports to the Report files page where you can then download it. Available file formats are CSV, PDF, XLS/XLSX, and XML.

  1. Search for the report, see Search for reports.

  2. Select the download icon next to the name of the report you want to export.

  3. In Export to file:

    1. Optionally, change the Name and the Description of the exported report.

    2. Select the Type of file format.

  4. Select Save.

    You find the exported report on the Report files page.

Save customized reports​

When you customize and save a report, you change the report configuration including columns and filtering, but you do not save any data from your system.

EXAMPLE

If you customize the Compliance summary standard report and then save it as My Compliance Summary, every time you open My Compliance Summary, your customized columns and filters will show. If you then select Show report, the columns will be populated with data from your system

  1. Search for the report, see Search for reports.

  2. Select the name of the report.

  3. Select Show report.

  4. Make your changes to the report configuration, see Add report criteria, Remove report criteria, and Change report columns.

  5. Select the three dots in the upper-right corner of the page, and then select Save report.

  6. In Save report:

    1. Optionally, change the Name and the Description of the report.

    2. Optionally, select a Group name from the list, or enter the name of a new group.

    3. Select Save.

Edit customized reports​

When you make changes to one of your customized reports, you can choose to save it as a new customized report or save it as an update of your customized report.

  1. Search for the report, see Search for reports.

  2. Select the name of the report.

  3. Select Show report.

  4. Make your changes to the report configuration, see Add report criteria, Remove report criteria, and Change report columns.

  5. Select the three dots in the upper-right corner of the page, and then select Save report.

  6. In Save report:

    1. Optionally, change the Name and the Description of the report.

    2. Optionally, select a Group name from the list, or enter the name of a new group.

    3. Do one of the following:

      • To save it as a new customized report, select Save as new.

      • To save it as an update of your customized report, leave Save as new cleared.

    4. Select Save.

Delete reports​

You can delete a report if the delete icon is shown next to the name of the report.

note

You cannot delete the reports that are available by default in SAM Core.

  1. On the SAM Core menu, select Reports, Report files, or Scheduled reports.

  2. Select the delete icon next to the name of the report you want to delete.

  3. Select OK to confirm.

You can use the Show related documents feature to get an overview of all of the uploaded documents in SAM Core, and to also download them. The feature is available for reports on objects which can have documents attached, for example, the All computers, All users, All licenses, and All agreements reports.

  1. On the SAM Core menu, select Reports.

  2. Select the name of the report.

  3. Select the three dots in the upper-right corner of the page, and then select Show related documents.

    note

    If Show related documents is not available, the feature is not relevant for the selected report.

  4. In the Documents list, select the documents you want to download or select Select all to download all of the documents.

  5. Select Export.

    A zipped file with the selected documents will be available as a downloaded file in your web browser.