---
title: To create and generate a report
slug: admin-quick-start-guide/to-create-and-generate-a-report
createdAt: 2026-11-05T06:57:54.544Z
---

1. In the left navigation pane, click **Reports > Ad-hoc Reports**. The Reports page displays.
2. From the **Select Actions** drop-down, select **New Report**.
3. Enter a **name** for the report.
4. Select the **Is Private** option if the report should be visible to selected users only, then add those users.
5. Select the **Is Scheduled** option if the report should be sent to users according to a specific time and date, then configure that schedule.
6. In the left column, expand the required module heading to create the report.
7. Click the properties of the module to be included in the report, then add any required conditions by clicking the icons.

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8. Drag and drop the selected properties into the given text box.



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9. Click **Save and Continue**.
10. Click the **Run Report** tab to open the page where you can generate the report.
11. From the **Type** drop-down, select the type of report to be generated. The available types of charts are tabular, bar, line, pie, and donut.
12. From the **Group by** drop-down, select grouped properties to generate an incident report.
13. Click **Generate** to view the report.

A sample report looks like this:

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From the **Select Actions** drop-down on this page, you can do the following:

- **Export**: Export and view the report in Excel file format. An email with the attachment will be sent to the logged-in MSP vendor.
- **Publish**: Publish the report in the dashboard of the logged-in MSP vendor.
- **Save as Canned**: Save the report as a canned report with an automatically generated name.
- **Save as Image**: Save the report in an image format. Note that tabular reports can’t be saved as an image.
- **View Data**: View the data that has been accumulated for generating the report.