Creating Custom Report Cards & Visual Dashboards
Take advantage of our comprehensive "at a glance" reporting feature using the pre-configured Cards available in the Dashboard section. Transform your raw asset data into executive-ready visual insights in three simple steps.
Why Custom Report Cards Drive Better Business Decisions
Traditional IT reporting often forces teams to dig through endless log files or static spreadsheet rows. Converting complex endpoint data into visual cards gives your business immediate advantages:
Track your business assets and settings using the following filtered options -
- Devices & Employees:
- Focuses on endpoint health, lifecycle changes, and staff readiness. Use this category's child options—such as tracking OS updates, missing apps, or newly added staff—to monitor asset distribution and keep onboarding on schedule.
- Profiles:
- Measures policy adoption and scheduled security rules. Expanding this category surfaces unacknowledged profiles or expiring schedules so you can fix configuration gaps before they break compliance.
- Web Filter:
- Monitors web activity, security risks, and network usage. Its sub-metrics track top-visited sites, blocked domain categories, and search terms to help manage bandwidth and limit exposure to dangerous content.
- Applications:
- Tracks software distribution and licensing across your fleet. Use its underlying metrics—like app adoption rates and volume purchasing caps—to control software spend and catch unauthorised downloads early.
- Settings:
- Tracks core infrastructure health and service credentials. Its extended options give visibility into server connection statuses, token expiration dates, and enrollment program balances to prevent service interruptions.
Creating Your Custom Dashboard Report Layout
Setup Steps:
- Open Filters: Select the Filters tab in the top-right corner of the dashboard screen.
- Add a Layout Row: Click Add Row to create a new layout section.
- Choose Row Layout: Select one of the predefined Row Layout Options based on how many metrics you want side-by-side.
- Populate Your View: Drag and drop your desired Report Cards from the right-hand panel directly into the available row slots.
Each Report Card has a set of adjustable parameters that you are able to change to your preference.