Analytics

Report Builder

Create custom reports for compliance, audits, and stakeholder presentations.

Report Types

Choose from pre-built report templates or create custom reports tailored to your needs.

Software Inventory

Complete list of all discovered software across your infrastructure.

License Compliance

Compare installed software against owned licenses.

Cost Analysis

Breakdown of software costs by category, vendor, or department.

Optimization Summary

Overview of savings opportunities and realized savings.

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Step 1: Basics

Name and describe your report

Start by defining the basic properties of your report.

1

Report Name

Give your report a descriptive name (e.g., "Q4 Software Audit")

2

Description

Add a brief description of what this report contains

3

Report Type

Select the type of data to include: Software, Licenses, Costs, or Optimizations

2

Step 2: Columns

Select data fields to include

Choose which columns to include in your report. Available columns depend on the report type.

Software Columns

  • Name, Vendor, Version
  • Category, License Type
  • Installation Count
  • First/Last Seen

Cost Columns

  • Purchase Price, Renewal Price
  • Monthly/Annual Cost
  • Cost per User
  • Total Spend

Drag to Reorder

Drag columns to change the order they appear in the report

3

Step 3: Filters

Narrow down the data

Add filters to include only specific data in your report.

Date Range

Filter by discovery date, purchase date, or renewal date

Vendor Filter

Include only software from specific vendors (Microsoft, Oracle, etc.)

Category Filter

Filter by software category or license type

Cost Threshold

Include only items above/below a certain cost

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Step 4: Display

Configure output options

Set sorting, grouping, and export options for your report.

1

Sort By

Choose which column to sort by and the sort direction

2

Group By

Optionally group results by vendor, category, or department

3

Include Charts

Add visual charts for cost distribution or category breakdown

5

Generate & Export

Run and download your report

Generate your report and export it in various formats.

PDF

Formatted report

CSV

Raw data export

Excel

Spreadsheet format

Save Report Template

Save your report configuration as a template to quickly regenerate it later with updated data.

Report Best Practices

Schedule Regular Reports

Run compliance reports quarterly and cost analysis monthly.

Archive Reports

Keep historical reports for trend analysis and audit trails.

Share with Stakeholders

Use PDF exports for management presentations.

Audit Preparation

Create vendor-specific reports before software audits.

Need Help?

Learn more about reporting and compliance.

Software Optimizations All Documentation