Dashboards and reports

Doc Agent

• Running Doc Agent

Creating dashboards

• Dashboards overview
• Creating dashboards
• Creating private dashboards
• Converting private to shared dashboards
• Creating tables
• Creating counter charts

Dashboard tutorials

• Tutorial: Creating dashboards for your workflows
• Tutorial: Creating a table view of budgeted costs for SaaS contracts
• Tutorial: Creating a top 10 dashboard for SaaS license usage
• Tutorial: Creating a dashboard for the top 10 SaaS applications
• Tutorial: Creating dashboards for your integrations
• Tutorial: Creating a laptops by location dashboard chart

Reports

• Scheduling subscription reports
• Editing, sending, unsubscribing, and deleting scheduled reports

Activities

• Tracking activities
• Tutorial: Tracking asset activities
• Tutorial: Creating an activity report for archiving and deleting records
• Tracking IP addresses
• Learn more about activity filters