Reports

During your compliance journey, your team will need to generate report to meet evidentiary requirements. ITAM allows you to create these reports using pre-built templates and data from completed forms, all through the Report Manager Dashboard.

Accessing the Report Manager Page

The Report Manager page is the default view and displays an accordion of existing documents. Clicking a report name expands it to show details, and the links let you view it.

The color of the accordion entry for a particular report is based on its Completion date. After the completion date passes, the report will be marked red. While a report is still active, it appears in green.

1. Export a list of report documents with the Export List button, which supports CSV and XLSX files.
2. Delete a file by selecting it and clicking the Delete button (the trash can icon).
3. Generate reports by clicking the Generate button associated with a specific form. This will use template information from your ITAM instance and data from an associated form to generate a report. You can also delete a generated report and regenerate it as needed.