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Manage reports

Learn how to manage reports in Snow License Manager.

Find a report​

  1. In the All reports view, enter your search criteria in Find report. Any report name or description that match your criteria will show up in the search result list.

  2. Optionally, you can narrow the search by selecting Categories, and then select only the report categories that you want to search in. By default, All categories is selected.

Show reports​

  1. In any of the list views All reports, Report files, or Scheduled reports, select the name of the report.

  2. In the details view of the report, select how you want to populate it:

    • To use the current data from your environment, select Show report.

    • To use cached data from your environment, select Show cached report.

      note

      This option is only available if caching is enabled, see Enable or disable caching.

  3. To refine the data in a report, use the filtering features available in Report criteria. For more information, see Manage report criteria.

Export reports as downloaded files​

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

  1. In any of the list views All reports, Report files, or Scheduled reports, select the name of the report.

  2. Select Show report.

  3. In the context menu, select Export, and then select which file type you want to export to.

  4. Select Save.
    The file is saved to your device in accordance with your browser settings.

Export reports to Report files page​

You can export a report in the All reports view to the Report files view, from which you can later download it. Supported file formats are CSV, PDF, XLS/XLSX, and XML.

  1. In the All reports view, find the report that you want to export.

  2. Select the Download icon next to the report.

  3. In Export to file, do the following:

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

    2. Select the Type of file to export to.

    3. Select Save.
      You find the exported report on the Report files page.

note

  • When you export to Microsoft Excel, counts and totals are saved using Excel formulas. In this way, counts and totals will remain consistent with subsequent offline editing of the data.

  • In Excel, the maximum number of arguments for a formula is 256. Consequently, it is not possible a save a report with a formula that exceeds 256 arguments. In such cases, only the value of a count or total is exported and any subsequent editing of the file contents may result in data inconsistencies.

Documents saved in the system relating to computers, mobile devices, users, agreements, or licenses can be extracted through the Show related documents feature. This feature is accessible from the context menu for reports that can have attached documents. If the Show related documents option doesn't appear, you are viewing a report for which documents are not relevant.

  1. In the All reports view, select the name of the report.

  2. Select Show report.

  3. In the context menu, select Show related documents.

  4. Do one of the following:

    1. To download all documents, select Select all.
    2. To download specific documents, use the checkboxes next to the document or documents that you want to see.

  5. Select Export.
    A compressed file containing the documents you have selected is downloaded to your device.

Enable or disable caching​

Some reports can take a long time to run. Use the cache reports functionality to run the reports from a cache instead of from the live database. This will enable you to run reports faster.

To enable or disable caching for a single report:

  • On the context menu for the report, select Enable caching or Disable caching

To enable or disable caching for several reports at the same time, see Reports cache.