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Create a Custom Report

Custom Report option generates customized reports with only the required set of data. Admin can select the required tables and filters to generate tailor-made reports.

To generate and view Custom Report, follow these steps:

  1. Navigate to SureMDM console > More > Reports > Custom Reports > Add.

  2. Enter a Name and Description.

  3. Select the desired items for the report to generate from Tables List and click Add.

    The selected items will be listed under Selected Tables List.

  4. Apply filters to the selected columns in Add filter (optional).

  5. Select the Column Name and Sort Order under Add Sort option to sort the report in ascending/descending order (optional).

  6. Select Group By (Column Name) and Aggregate Options to merge rows of data with the same value for the column name selected in Group By field (optional).

  7. Click Save.

    The newly created custom report will be saved under On Demand Reports.

  8. Go to On Demand Reports, select the saved custom report and select the device/group for which report should be generated.

  9. Click Request Report.

    The request will be added to the queue and the status of the report is updated in the View Reports section.

View/Download/Delete Report

All the generated reports will be added to the queue, and the report status is updated in the View Reports section. Reports can be viewed, downloaded, or deleted from this section. Use the Date and Time filters to filter reports based on the required time period.

note

You can download the reports in CSV or XLSX file formats.

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