Skip to main content

Documentation Index

Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt

Use this file to discover all available pages before exploring further.

The Edit Report screen allows updating a saved IT report definition and is accessible at /it/reports/:id/edit.

​
Overview

The Edit Report page loads an existing report definition via useReportDefinition. The form is organized into scrollable tabs (observed: tabs rendered via ScrollableTabsList). Fields include: name, description, report type (asset_inventory, ticket_summary, license_compliance, security_posture, vendor_summary, change_summary, custom), columns (multi-select from REPORT_COLUMNS), grouping, and schedule settings including a schedule_enabled flag. On save, updateReport is called and the user is redirected to the reports list. A loading skeleton is shown while data loads; an error state appears if the report is not found.

​
Who it’s for

Requires IT_PERMISSIONS.VIEW (outer ITViewGuard). No additional per-route permission gate.

​
Before you start

  • You must hold IT_PERMISSIONS.VIEW to access this screen.
  • The report definition must exist.

​
Steps

1

Open the edit form

From the report list or detail page, navigate to /it/reports/:id/edit.
2

Update report name and type

Modify the report name, description, and report type as needed.
3

Select columns

Use the column checkboxes from REPORT_COLUMNS to include or exclude columns in the output.
4

Configure schedule

Toggle schedule_enabled and set any schedule parameters.
5

Save changes

Click Save to update the report definition. On success, you are redirected.

​
Key concepts

  • report_type — Values: asset_inventory, ticket_summary, license_compliance, security_posture, vendor_summary, change_summary, custom.
  • REPORT_COLUMNS — Set of available column identifiers defined in src/cores/it/types/dashboard.ts.
  • schedule_enabled — Boolean; SME should confirm delivery mechanism.

IT Service Management

IT Service Management overview.

Governance & parity

Documentation coverage and governance.
This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/it.tsx
  • src/cores/it/pages/reports/EditReportPage.tsx