Admins: Report Manager
Reports
During your compliance administration, your team will need to generate reports 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 is accessed via the Manage Reports button on the main menu.
The Report Manager page is the default view and displays an accordion of existing reports. Clicking a report name expands the report to display information about it, and the link lets 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 will be displayed in green.
From this interface, you can:
- Export a list of report documents with the Export List button, which supports CSV and XLSX files.
- Delete a file by selecting it and clicking the Delete button (the trash can icon).
- 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.
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