Among the most powerful functionalities of Oomnitza is its ability to quickly and easily provide reports and insights based on the things most important to you and your business. Oomnitza allows you to view this data in easily readable dashboards, or drill down via in-depth reports.
This article will outline creating, managing, and automating these reports.
Oomnitza allows you to create custom reports on assets so you can quickly check and automate reporting on your most important things. This article will focus on reports within the assets module, however, custom reports can also be based on software, contracts, people, and locations.
The best way to think about reports is as custom searches that you can apply to your asset module with just a few clicks.
To create a report, navigate to the module of your choice, and using the column on the left, filter the report based on what you want to see. You can do this from both the block and list view, however, the list view is generally more useful, given its in-depth breakdown of each asset.
Once you're ready to save your report, click the icon in the upper-left of the left column (). You'll then be prompted to name the report, denote it as either Private (just for you) or Public (for everyone with access to reporting in your Oomnitza account).
Once you've saved your reports, you can access them at any time by clicking the dropdown icon on the lefthand menu (). This lets you apply all Public and Private searches you have access to, edit their names, delete them, or set up subscriptions. The available functions are as follows:
Create a Subscription to this report. We'll cover this in depth under Subscriptions below.
Edit the name of the report or whether the report is public or private.
Delete the report.
Subscriptions allow you to email exported reports to stakeholders at relevant intervals, to help keep everyone at your organization aware of changes in assets and other things you need to track.
After clicking the subscribe icon, you'll be prompted to set parameters for the subscription. Those parameters are as follows:
Object: What you want the report to be on, such as Assets, People, etc.
Saved search: Which search or report you want to send.
Schedule: How often you want the report sent.
Interval: When you want the report sent. Please note that all times are in UTC.
Send empty report: Checking this button will cause a report to be sent even if it contains no content.
Once you've set the parameters for your subscription, click "Next" in the lower right in order to start setting recipients.
From the new Subscription page, you'll be prompted to enter either the user-roles in Oomnitza who you'd like to send reports (for example Super Admin, Employee, etc). This will send it to all users with that role.
You can also select either specific users, or even outside emails to send the report. Once you have everything filled out, click "Subscribe" in the lower right to subscribe to that report. All specified users and roles will begin receiving emails with the report at the cadence you specified.
Once you've created a subscription, you may, at some point, wish to go back and make changes to it. This isn't done through the assets screen, but rather through user settings.
To access the subscription editor, select the gear icon () in the upper right-hand corner, and select Subscriptions. You'll be led to a screen where you can add a new subscription, or you can edit, send, or delete an existing subscription.
Now that you know how to create reports, let's look at how to utilize these reports as part of our Dashboards —>