Reports at a glance
The four pages under Reports - Saved Reports, Report Builder, CSAT Responses, and RMM Health - plus the Save dialog and card Actions menu behind them, shown on an instance with three saved reports and no CSAT or RMM history yet.
Reports subnavigation
Saved Reports, Report Builder, CSAT Responses, and RMM Health are the four pages under Reports. The nav item opens straight to Saved Reports.
New report
Jumps straight to the Report Builder with a blank sentence. This is the same builder Report Builder's own New report button opens.
Saved report cards
Northwind weekly tickets is a report saved from this account. M365 Seats by License (SKU) and M365 Seats by Client are built by System and marked Shared. Each card names the report, its data tag, who built it, and when.
Report Builder, with a template loaded
Start from a Template
Browse opens a library of prebuilt report templates. This instance has 36 of them. Picking one fills in the sentence below without changing the template itself.
Report Configuration
The sentence reads Show me Tickets as Ticket Count by Status over Last 30 Days showing All, built from the Ticket Volume by Status template. Sentence view and Panel view are two toggles above it for the same choices. Ask Elise sits at the top right of this card for proposing a configuration from a plain-language request.
Chart type: Bar
One of four chart types shown side by side - Bar, Line, Area, or Pie. Switching between them changes only how the same data renders, never the data underneath it.
Save Report
Opens the Save dialog shown next.
Saving a report
Save Report dialog
Report Name and an optional Description are pre-filled from the template. Visible to whole team is off by default, meaning only the saving account sees it until this is turned on. Save adds it to Saved Reports under its own name.
A saved report, opened
Date Range
Reruns this report on the picked range. The page's own address updates with it, without changing the range saved on the report itself.
Chart / Table and CSV
Chart and Table are two views of the same rows. CSV downloads every row that matches, not only the ones currently visible.
Refresh / Edit
Refresh re-runs the report on demand. Edit reopens it in the Report Builder for changes.
CSAT Responses
Window
Defaults to Last 30 days. Narrows or widens the period the table below reads from.
CSAT Responses table
Rating, Ticket, Comment, Client, Tech, and Rated columns, one row per customer rating. It reads "No CSAT responses in this window" here because this instance has none yet, not because CSAT collection is off.
RMM Health report
Period, Client, and Export CSV
Last 30 days and Client: All scope the report. Export CSV downloads the same rows shown.
Stat tiles
Devices, Offline, Uptime, Patch compliance, and Open alerts for the picked period. Every tile reads 0 or a dash here because this instance has no enrolled devices in the window, not because anything is broken.
What each number counted
A collapsible footer, shown here collapsed. Opening it spells out exactly what each column is counting.
A saved-report card's Actions menu
Actions menu
Edit opens the report in the Report Builder. Duplicate makes an independent copy. Pin to Dashboard adds its chart to the dashboard. Delete removes it.
Why it works this way
A CSAT rating keeps the scale that was in effect when the customer gave it, so an older 4-out-of-5 response is never silently redrawn as 4-out-of-10 after the CSAT scale changes later.
Uptime on the RMM Health report measures agent heartbeat, not operating-system uptime, and a dash means nothing could be measured, which is not the same as zero.
Picking a Report Builder template only fills in the sentence. Saving always creates a new report of your own; the template itself is never changed.
Questions this page answers
What is the Saved Reports page for?
It holds every report you have saved, plus the ones your team shares. Each card names the report, its data, and who built it. Click the name to open it.
How do I make a new report?
Open Report Builder. It sits in the left menu, under Reports. If you are allowed to create reports, this page also shows a New report button on the title line. Either one opens the builder. Pick your data, your chart, and your dates. Then press Save.
What can I do to a card without opening it?
Press Actions on the card. Edit opens it in the Report Builder. Duplicate makes your own copy. Pin to Dashboard puts its chart on your dashboard. Delete removes it. Edit and Duplicate show only if you may change reports.
Can I start from something instead of a blank page?
Yes. Open Start from a Template and press Browse. Pick one and the builder fills in for you. You then change anything you like. Saving makes your own report. The template is not touched.
What is the Report Builder for?
It builds one report out of your own data. It opens as a sentence that starts with Show me. Press any part of the sentence to change it. Panel view lays out the same choices as boxes named Data Source, X-Axis and Y-Axis (Metric). Preview draws the report while you work. Nothing is kept until you save it.
Can I build my own report?
Yes. Open the report builder. Pick a chart type: bar, line, area or pie. Pick a data source: tickets, time, invoices, devices, CSAT, evaluations or clients. Then set the x-axis, the y-axis, a group-by, a date range and any filters. Save it for yourself, or share it with the org. A saved report can be pinned to your dashboard, just like the canned ones.
How do I save a report, and where does it go?
Press Save Report. Type a Report Name. Add a Description if you want one. Turn on Visible to whole team to share it. Press Save. A line then appears with the report name on it, and it is a link to the saved report. It is also on Saved Reports.
How do I change the dates without changing the report?
Use Date Range at the top of the card. The report runs again on the range you pick, and the web address changes with it, so you can send that link. Reset to saved puts the report back on its own range.
How do I see the rows behind a bar, or get the numbers out?
Press Table to see the rows. Click a bar or a slice to see only the rows behind it, then Clear drill-down to go back. CSV downloads every row that matches, not only the page you can see. The file name carries the range, and the header row says the unit, so money is never mistaken for a count.
What is on the CSAT Responses page?
One row per customer rating in the selected window: the score, the comment they left, the ticket it came from, the client, and the tech credited for the ticket. Use the window selector to widen or narrow the period, click a ticket to open it, or use Export to pull the same rows to CSV.
What does the RMM Health report show?
One row per client, for the days you pick. It counts their Devices, how many are Offline, their Uptime, their Patch compliance, and their Open alerts. It is a picture of a window of time, not of this minute.
What exactly is each number counting?
Open What each number counted at the foot of the page. Every column is spelled out there. Uptime is agent heartbeat, not machine uptime. A dash means nothing could be measured, which is not the same as zero.
How do I change the window, or take the numbers away with me?
Use Period at the top. Pick Custom range to set your own From and To. Days are your company days, and the line under the filters says which days and which clock. Export CSV gives you the same rows you see, with a column that names each one.
What is the Alerts Desk?
One place to look at every open alert we raise, across every client and every monitored domain. It does not replace the pages where alerts live: device alerts still belong to the device, CyberSentry alerts to Triage, expirations to the client's documentation. The desk is a reading surface over all of them, so a tech has one list to scan instead of four pages to remember.
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