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The IT Reports page (/it/reports) lists saved IT report definitions with options to view, run, edit, and delete reports. Reports can cover asset inventory, ticket summary, license compliance, security posture, vendor summary, change summary, or custom types.

Overview

The page loads saved report definitions via useReportDefinitions. Each report card displays the report name, type label, optional description, column count, schedule badge (if schedule_enabled), and last-run time. Actions available from the card’s overflow menu: View Details (/it/reports/:id), Edit (/it/reports/:id/edit), Delete (with confirmation dialog). A Run button on each card also navigates to the detail page. Report types (code-defined): asset_inventory, ticket_summary, license_compliance, security_posture, vendor_summary, change_summary, custom.

Who it’s for

No explicit secondary permission gate beyond the outer ITViewGuard (it.view). Creating reports requires it.reports.create.

Before you start

  • Ensure you have the IT module permission (it.view) to view reports.
  • Click New Report to build a report definition for the first time.

Steps

1

Open IT Reports

Navigate to /it/reports.
2

Browse report definitions

Each card shows the report name, type, description, number of columns, schedule status, and when it was last run.
3

Run a report

Click Run on a report card, or click the report name to open the detail page at /it/reports/:id.
4

Edit a report definition

From the overflow menu (three dots), click Edit to navigate to /it/reports/:id/edit.
5

Delete a report

From the overflow menu, click Delete. Confirm in the dialog. This action cannot be undone.
6

Create a new report

Click New Report to navigate to /it/reports/new.

Key concepts

ConceptDescription
ReportTypeEnumeration of report categories; each maps to a label via REPORT_TYPE_LABELS
schedule_enabledIndicates the report has a scheduled run configuration
last_run_atISO timestamp of the most recent report execution
columnsArray defining which data columns appear in the report output

IT Service Management

IT Service Management overview.

Governance & parity

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/ReportListPage.tsx
  • src/cores/it/hooks/useReportDefinitions.ts
  • src/cores/it/types/dashboard.ts