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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.

This page provides a multi-step wizard for defining a new IT operational report. Navigate to it at /it/reports/new.

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Overview

The New Report page is a three-step wizard (Type → Columns → Details). The user selects a report type, chooses which columns to include, names the report, and optionally enables scheduled runs. On success the user is redirected to the new report’s detail page at /it/reports/:id. Available report types from code: asset_inventory, ticket_summary, license_compliance, security_posture, vendor_summary, change_summary.

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Who it’s for

This route is protected by IT_PERMISSIONS.VIEW (it.view) via the module-level ITViewGuard. No additional per-route permission gate exists beyond the module guard.

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Before you start

  • Decide which report type matches the data you want to analyze.
  • Know which columns are most relevant for your use case.

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Steps

  1. Navigate to IT > Reports and click New Report, or go directly to /it/reports/new.
  2. Step 1 — Type: Select a report type from the available options (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.

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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.

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