IT Reports

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.

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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.

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Who it’s for

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

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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.

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Steps

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Key concepts

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Viewing a report

The Report Details page (/it/reports/:id) has two tabs: Overview (description, selected columns, schedule configuration, metadata) and Run History (table of previous runs with status, type, started time, row count, and download link for completed runs). The Run Now button triggers an on-demand run using useReportRunMutations. The Edit button navigates to /it/reports/:id/edit. Deleting a report navigates back to /it/reports.

1. Navigate to IT > Reports and click a report name, or navigate directly to /it/reports/:id.
2. Review the Overview tab: column selection, schedule settings, and creation metadata.
3. Click Run Now to trigger an immediate report run.
4. Switch to the Run History tab to see the status of all previous runs.
5. Click the download icon on a completed run to retrieve the output file.
6. Click Edit to modify the report definition.

Key fields:

• ReportType — the data source/domain for the report (asset_inventory, ticket_summary, license_compliance, security_posture, vendor_summary, change_summary).
• ReportRunStatus — pending | running | completed | failed.
• run_type — whether the run was manual or scheduled.
• row_count — the number of data rows in a completed run result.
• file_url — the download URL for a completed run’s output file.

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Creating a report

The New Report page (/it/reports/new) is a three-step wizard (Type → Columns → Details). On success the user is redirected to the new report’s detail page at /it/reports/:id. Available report types: asset_inventory, ticket_summary, license_compliance, security_posture, vendor_summary, change_summary. Before you start: decide which report type matches the data you want to analyze and know which columns are most relevant.

1. Navigate to IT > Reports and click New Report, or go directly to /it/reports/new.
2. Step 1 — Type: Select a report type (Asset Inventory, Ticket Summary, License Compliance, Security Posture, Vendor Summary, or Change Summary).
3. Click Next.
4. Step 2 — Columns: Check the columns you want included. Use Select All to include every available column for that type. At least one column is required.
5. Click Next.
6. Step 3 — Details: Enter a Report Name (required) and an optional description. Toggle Enable scheduled runs if you want the report to run on a schedule.
7. Click Create Report. On success you are redirected to the report detail page.

Key concepts:

• Report type — determines the data source and available columns; governed by ReportType in src/cores/it/types/dashboard.ts.
• Columns — the subset of available columns for the chosen report type, stored as columns: string[].
• Scheduled runs — the schedule_enabled flag; schedule configuration details are managed on the report detail page.

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Editing a report

The Edit Report page (/it/reports/:id/edit) loads an existing report definition via useReportDefinition. The form is organized into scrollable tabs (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. Permission required: IT_PERMISSIONS.VIEW via the outer ITViewGuard. No additional per-route gate.

1. From the report list or detail page, navigate to /it/reports/:id/edit.
2. Modify the report name, description, and report type as needed.
3. Use the column checkboxes from REPORT_COLUMNS to include or exclude columns in the output.
4. Toggle schedule_enabled and set any schedule parameters.
5. Click Save to update the report definition. On success, you are redirected.

Key fields:

• 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.

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Related

Documentation sources

• src/routes/it.tsx
• src/cores/it/pages/reports/ReportListPage.tsx
• src/cores/it/pages/reports/ReportDetailPage.tsx
• src/cores/it/pages/reports/NewReportPage.tsx
• src/cores/it/pages/reports/EditReportPage.tsx
• src/cores/it/hooks/useReportDefinitions.ts
• src/cores/it/hooks/useReportRuns.ts
• src/cores/it/types/dashboard.ts