Creating and Managing Custom Reports

Table of Contents

1. What are custom reports?
2. How to create a Table Report?
3. How to create a Chart Report?
4. What are Formula Columns?
5. How to define a Formula Column?
6. Notes and Limitations

What are custom reports?

Custom Reports let you build tailored, on-demand reports from the endpoint data collected by Endpoint Central. You can choose specific data columns, apply filter conditions, group data logically, preview results in real time, and export finished reports as PDF, CSV, or XLS files.

Custom Reports support three data sub-modules — Computer, Hardware, and Software — and two visualization types — Table and Chart.

How to create a Table Report?

Table reports display data in a structured, row-based layout. They are ideal for counting, grouping, or summarizing records. Results can be exported as PDF, XLSX, or CSV.

1. Navigate to the Reports tab and select Custom Reports.
2. Click New Custom Report.
3. Provide an appropriate Report Title.
4. Select the Sub-Module: Computer, Hardware, or Software.
5. Choose the report type as Table.
6. Click + Add Column and select the fields to be displayed.
7. Use Group By to logically group data. When using Group By, every non-grouped column must have an aggregation set: Count, String, Sum, or Average.
8. Navigate to the Filter tab and apply conditions.
9. Optionally, click Add Formula Column.
10. Click Preview Table.
11. Click Save.

Example: Table Report

Use Case: Count software titles by licence type to understand the licence composition of your software estate.

1. Report title: Count of Software Based on License Type.
2. Sub-Module: Software.
3. Report type: Table.
4. Add columns: License Type and Software Name (Count).
5. Group by License Type.
6. Click Preview Table, then Save.

The report produces summary rows such as Commercial, Non Commercial, and Unidentified.

How to create a Chart Report?

Chart reports provide a visual summary of your data. Supported chart types are Bar, Line, Area, Pie, Dial, Pyramid, and Funnel.

1. Navigate to the Reports tab and select Custom Reports.
2. Click New Custom Report.
3. Provide an appropriate Report Title.
4. Select the required Sub-Module.
5. Select the chart type.
6. Select the column for the X-axis.
7. Select the column for the Y-axis. Chart reports require aggregation: Count, Sum, or Average.
8. Optionally, apply filters.
9. Optionally, add a formula column.
10. Click Preview Chart.
11. Click Save.

Example: Chart Report

Use Case: Count computers per hardware manufacturer to understand vendor distribution.

1. Report title: Count of Computers by Manufacturer.
2. Sub-Module: Computer.
3. Chart type: Bar.
4. X-axis: Computer Manufacturer.
5. Y-axis: Computer Name with aggregation Count.
6. Click Preview Chart, then Save.

The chart displays one bar per manufacturer. Dell Inc. and HP Inc. typically dominate, giving the procurement team an immediate view of vendor distribution.

What are Formula Columns?

Formula columns let you create a new field whose value is determined by conditions you define. Instead of showing a raw number, the column shows a meaningful label such as Critical, Warning, or Healthy.

Formula columns use top-down evaluation. Conditions are checked in the order defined, and the first matching condition is applied. If no condition matches, the unmatched value is assigned.

Note: A formula column is visible only to the technician who created it. Formula columns are also scoped to the sub-module in which they were created.