→ Having trouble accessing our new support portal or creating a ticket? Please notify our team here

cancel
Showing results for 
Show  only  | Search instead for 
Did you mean: 
ErikT
Lansweeper Tech Support
Lansweeper Tech Support

TL;DR-Sweepy-Icon (1).png
This article serves as an introduction to the Lansweeper Cloud report builder, and explains the process of crafting personalized reports.


Lansweeper Cloud includes a new and intuitive report builder. In addition to built-in reports which can be found under the Reports menu of your cloud site, you can build your own custom reports using the report builder.

We'll explain the concept of data collections, the building steps of the report builder, and the result pane. Finally, we'll guide you through the creation of a basic custom report in our step-by-step building guide.

Data collections

A data collection is a predefined collection of data. Lansweeper uses MongoDB to store your cloud data. For easy access, we've already aggregated the most commonly used data in logical data collections. Lansweeper Cloud currently offers 3 data collections:

  • Device and software: The Device and software collection groups all asset and software data in one collection.
  • Office 365: The Office 365 data collection contains all scanned 0ffice 365 data.
  • User: The User collection contains all relevant user data.

Each data collection is presented with a list of fields that are available in the collection. When a data collection set is selected, you can use the search bar on top to quickly search for a field, or you can navigate through the data collection using the categories.
introduction_to_ADP_report_builder_5.jpg

Please note that a report can only be built using one of data collection. Currently, you cannot aggregate data between data collection sets.

Building steps

Any report is built using three main steps. The Cloud report builder offers an intuitive visual representation to easily guide you through each of these steps.

  1. Select all required fields.
  2. Filter the retrieved data to obtain the desired result set.
  3. Optionally group the data to show cumulative results. 

introduction_to_ADP_report_builder_1.jpg

Result pane

Each building step has a result pane on the right-hand side of the building step.

When building a report, the result pane will show a limited number of records for you to verify the result of each building step. The complete report data will only be available when the report is saved and sent to the reporting queue.
introduction_to_ADP_report_builder_6.jpg

Create a report

In this step-by-step guide, we will build a basic report showing all assets with a certain software installed.

Select the fields

  1. Go to the Reports module and select Create new report.
    introduction_to_ADP_report_builder_2-1.jpg
  2. In the New report view, select Fields to choose the fields you want to report on.
    introduction_to_ADP_report_builder_3.jpg
  3. Choose a collection of fields. For example, if you'd like to report on asset and/or software data, select the Device and software collection.
    introduction_to_ADP_report_builder_4.jpg
  4. Select the fields you want to report on. In our example, we are using "Asset Name", "First Seen", "Last Seen", and "Software Name". Select Apply to continue.
    Cloud report 1.png

Filter the results

  1. Add a new step by selecting Add step.
  2. Select Filters to add your filter criteria.
  3. Select the field you want to filter on. In our example, we use "Software Name".
  4. Select the operation you want to perform. In our example, we use the "Contains" operator.
  5. Enter the value you want to filter on. In our example, we enter "VMware".
    Cloud report 2.pngThe result pane immediately shows a limited example of the filtered data.Cloud report 3.pngYou can add more filter criteria by clicking "+" and repeating the previous steps.Cloud report 4.png

Group the filtered results

  1. Add a new step by selecting Add step.
  2. Select Group to add your grouping criteria. In our example, we select to group by "Software Name".Cloud report 5.pngTo see the result count, tick the Show results count option.Cloud report 6.png

Save the report

  1. Select Save Report.
  2. In the pop-up window, enter a name and description, and choose the category you want to save your report in.
    Cloud report 7.png
  3. After a report is saved, it gets added to the report running queue.
    You can find all custom reports you've created via the
    Reports > Custom reports menu. Additionally, if you've saved them under a specific category in the previous step, the report will also be found there.
    Introduction-to-the-ADP-report-builder-13.jpg
Depending on the size of your report queue, you may need to wait a while for the results of your new report.

Was this post helpful? Select Yes or No below!
Did you have a similar issue and a different solution? Or did you not find the information you needed? Create a post in our Community Forum for your fellow IT Heroes!
More questions? Browse our Quick Tech Solutions.


Was this article helpful? Yes No
No ratings

New to Lansweeper?

Try Lansweeper For Free

Experience Lansweeper with your own data.
Sign up now for a 14-day free trial.

Try Now

New to Lansweeper?

Try Lansweeper For Free

Experience Lansweeper with your own data.
Sign up now for a 14-day free trial.

Try Now
Version history
Last update:
‎11-30-2023 01:53 PM
Updated by: