Contents

Overview

Sometimes when working towards compliance it can be helpful to step back and view data from different perspectives. Taking a glance at the big picture can help keep your focus on the right areas to more effectively achieve compliance. Reports are a key tool for helping to shape a large set of data into a meaningful picture. ITAM comes with a number of built-in reports to facilitate understanding the data collecting and identifying meaningful action to take based on the results.

In this section of the User Guide, we’ll look at an overview of the functionality of the My Reports view.

My Reports View

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The My Reports view displays the reports which have been made available by the Administrator for your entity. The initial view displays the currently accessible reports.

The color coding indicates whether the report is considered current based on the criteria set by the Administrator who created the report. Green means the report is still within the anticipated window of viability and Red indicates a report which as expired.

Viewing a Report

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The option to view a report is available after the report name has been expanded in the main Report Manager screen. Similar to the accordion feature found in other areas of the ITAM application, a report is expanded by clicking anywhere in the colored bar representing the report.

Once expanded the View Report link is exposed allowing the report to be displayed. Clicking on the link will display the report using the data which matches the criteria selected when creating the report.

In this section we explored the My Reports page and how to access the reports which have been made available to your organization by an Administrator. In the next section we’ll look at the different types of reports available and the data they provide.

[Previous Topic ← My Documents] | [Next Topic → Report Types]

Portal User Guide

Overview
Accessing ITAM
My Dashboard
Action ITAMs
My Forms
Form Data Entry
Data Control Groups
Form Entries
Form Status Indicators
File Manager
My Documents
My Reports
Report Types
My Profile