You can copy and customize a report — applying your own filters (such as changing the date range or returning results for a single subgroup), rearranging and removing columns, and changing how it is sorted — and then save your configuration so that you can quickly use it again when running the report in the future. To do so, follow these steps:

Note: You make your changes to a copy of the report so that you can have the original report options intact just in case you need to run it in its default form at a later date.

  1. In the Group Chooser, select the group to which you want to save your report copy. (See Choosing a Group to View Globally for details on how to change your chosen group.)
     
  2. On the sidebar menu on the left of the screen, click .
     
  3. Click Analytics & Reports on the flyout menu that appears.
     
    The Reports screen will appear and display the Common report categories on the left and a list of the available Common reports on the right alphabetically (regardless of report category).
       
  4. Run the report you want to customize (see Running an iOn Report if needed).
     
    The report will run with the default parameters (often the Include All option selected for all the filters and a date range of the last seven days [not including the current day], although this varies from report to report).
      
  5. Click  at the far right in the report's title bar.
    Caution: Make sure that you click this overflow menu icon, not the one below it.
     
    A menu will appear.
      
  6. Click Save a Copy.
     
    The report will reload and be saved as a copy.
    Note: Copies of reports will appear in the left panel on the My Reports tab.
      
    If you want to just save a report so that you can find it in My Reports, you can finish your steps at this point.
  7. Place your cursor over the report title, above the report results.
     
    The  cursor will be displayed over the name.
      
  8. Click so that a text cursor (|) appears.
     
  9. Change the name of the report to easily identify how it's customized, such as "Idle Event History - Fewer Columns."
     
    Then click outside of the title.
     
    The new name will appear in the title bar.
    Note: To see the new name in the left pane, you'll need to refresh your screen, select the My Reports tab, and then click the My Reports category to expand it. (Click the report name to rerun the report and get back to where you were.)
  10. To change the time period of results, follow these steps:
      
    1. Mouse over the top right of the Date Range pane.
       
       will appear.
       
    2. Click .
       
      The Date Range filter will be displayed.
        
    3. To display all the data iOn still has in storage for the report (as far back as possible), select Include All (No Filter Applied). Then skip down to step f.
       
      The second option isn't optimal for a report you want to run repeatedly, as it sets a certain time frame. The option in step d is better, as it will return data from dates that compare to the current day (such as the last month).
       
    4. To choose a certain number of days, weeks, months, years, or quarters, leave Last selected for its drop-down list, click the 7 up-down arrow and select the count you need, and then click the Days drop-down arrow and select the new time value. Then skip down to step f.
      Note: You can select This and then a time value (such as month) to receive results from just the beginning of that time frame up until now. If Including Current is checked, the current day, week, month, year, or quarter will be included in the results. (Deselect this if you don't want today's [for example] activity to be reported as well.)
      Do not use the From calendar picker; this is to set specific dates, and as such, would not be useful for a report you want to run more than once.
       
    5. You can choose time conditions to include or exclude from the results by first clicking the Is Not drop-down arrow and selecting from the options. (See Running an iOn Report for more details.)
       
    6. Click Apply.
       
      The update icon () will appear to the left of the Filters panel.
       
    7. Click  to reload the results with your changes applied.
       
  11. To change the subgroups whose results are being displayed, follow these steps:
      
    1. Mouse over the top right of the Group Name pane.
       
       will appear.
       
    2. Click .
       
      The Group Name filter will be displayed.
        
      Include All (meaning all the subgroups of the group you have selected in the Group Chooser, plus the parent group itself) will be selected by default.
      Note: If you want to view data of a group above this group, you'll need to change the group you have chosen in the Group Chooser, as shown in Choosing a Group to View Globally. If you want to view a group that is above your assigned group in your account hierarchy, you'll need to obtain different permissions from your organization's iOn administrator.
    3. To choose specific groups by name, select the radio button to the left of Find in the List.
       
      Then select the check boxes of the groups' data you want to display.
      Note: You can scroll down to find the child groups you need or instead type part of the group name in the search box. After you have typed a few characters, only groups with the matching criteria will remain in the list.
    4. Optionally, you can use specific conditions to include or exclude groups from the results by selecting the third radio button, clicking the Is Not drop-down arrow, choosing the condition, and selecting the groups (or typing the criteria).
       
    5. Click Apply.
       
      The update icon () will appear to the left of the Filters panel.
       
    6. Click  to reload the results with your changes applied.
       
  12. You can change other filters to further narrow your results, following a procedure similar to step 11.
     
  13. Click  at the top right of the results grid.
     
    The column-editing options for the report will be displayed.
     
    Note: The original name of the report will be displayed in the title bar, but as long as you didn't reselect it, you will be making changes to the copy.
    The customization options will vary, depending on the type of report you are configuring. In this example of the Idle Event History report, you can see that the names of the column headers are listed on the left in the same order as they are in the grid.
     
  14. If you don't want a column to be displayed (such as the Asset Alias column, if your organization doesn't use aliases), click its toggle to deselect it. ( means selected, and  deselected.)
     
    If there are grayed out columns, this means that they aren't currently being included in the report. You can add one by clicking its toggle to select it.
    Note: As soon as you add or remove a column by clicking its toggle,  will appear. You can continue choosing the columns to be displayed until you have gone through the whole list, ignoring the icon until you want to update the displayed results.

    Make sure that you scroll down in the pane of column names to see all the available ones.
  15. You can click  when you are finished to apply your column customization to the report results.
     
  16. If you want to move a column left or right in the results, follow these steps:
     
    1. Place your cursor over its name in the column name pane.
       
      Your cursor will change to .
        
    2. Click and drag the column to the location where you want it.
       
    3. Release your cursor when it is in the right spot.
       
    4. Again, you can click  to see your new column order.
       
  17. You can change the column the results are sorted by by mousing over the top right of the column you want to sort by and clicking the arrow that appears.
      
    How changing the sort order looks and works will vary, depending on the type of report you are customizing:
     
    • For the  type of sort icon: When you first click for a column (that wasn't previously selected for the sort), an ascending sort order will be applied, which means going from lower to higher for numbers or alphabetically for letters. This is indicated by  to the right of the column header.
       
      If you click again, a descending sort order will be applied, which means going from higher to lower for numbers or backwards in the alphabet for letters. This is indicated by .
       
    • For the  type of sort icon: When you click  for a column (that wasn't previously selected for the sort), this menu will appear:
        
      Select Sort Ascending (A-Z) for an ascending sort order. This is indicated by to the right of the column header. Select Sort Descending (Z-A) for a descending sort order. This is indicated by .
       
    • You can click  to apply the new sort order to the results.
       
  18. Even though the filters on the right can be disabled, you should hold off on doing so for now. There is a known bug that will continue to display disabled filters, even letting you change their values — but will not update the results (as that filter was disabled).
     
  19. When you are finished with your modifications, click Apply above the results (at the top right).
     
    The new report name will now appear in the title bar, and the results will reflect your changes.
     
  20. You can run the report any time with your customized configuration by clicking its name under the My Reports category (see Running a Saved Report Copy for more details).