Reports for Organizations

SL1 allows you to generate reports based on organizations. You can generate two types of reports about organizations:

A report with overview information on multiple organizations in SL1.
A report with detailed information on a single organization.

Use the following menu options to navigate the SL1 user interface:

To view a pop-out list of menu options, click the menu icon ().
To view a page containing all of the menu options, click the Advanced menu icon ().

Generating a Report on Multiple Organizations in SL1

The Registry tab includes the Organizational Account Administration page (Registry > Accounts > Organizations). From the Organizational Account Administration page you can generate an Excel report that contains all the information in the Organizational Account Administration page, plus some additional information from the Organization Properties page for each organization.

To generate a report on all or multiple organizations in SL1:

Go to the Organizational Account Administration page (Registry > Accounts > Organizations).
On the Organizational Account Administration page, click the Report button. The Export current view as a report modal page appears:

NOTE: If you want to include only certain organizations in the report, use the "search as you type" fields at the top of each column. You can filter the list by one or more column headings. You can then click the Report button, and only the organizations displayed in the Organizational Account Administration page will appear in the report.

In the Export current view as a report page, you must select the format in which SL1 will generate the report. Your choices are:

Comma-separated values (.csv)
Web page (.html)
Open Document Spreadsheet (.ods)
Excel spreadsheet (.xlsx)
Acrobat document (.pdf)

Click the Generate button. The report will contain all the information displayed in the Organizational Account Administration page. You can immediately view the report or save it to a file for later viewing.

For each organization in SL1, this report displays:

Organization ID

Organization Name
Address
City
State / Province
Postal Code
Country
Contact's Last Name
Contact's First Name
Email
Phone
Fax
Contact's Title
Contact's Department
Billing ID
CRM ID
Toll Free
Number of User Accounts
Number of Devices
Number of Assets Records
Number of Network Interfaces
Date and Time of Last Edit

Detailed Report About a Single Organization

SL1 can generate a custom report about a single organization. You can specify the level or detail to include in the report and the output format for the report.

To generate a detailed report about a single organization:

Go to the Organizational Account Administration page (Registry > Accounts > Organizations).
In the Organizational Account Administration page, find the organization you want to generate a report about.
Click its printer icon (). The Report Creator modal page appears. The Report Creator modal page allows you to generate an organization report. From the Report Creator modal page, you can specify which information to include in the report and the format in which the report will be generated.
You can select from the following list of formats in which the report can be generated:

Create Report as HTML Document
Create Report as PDF Document
Create Report as Open Document Spreadsheet
Create Report as MS Excel Document

You can select one of the following to specify the information to include in the report:

Full Report. Displays all the contact information (address, phone numbers, email, contact person) from the Organization Properties page plus any product SKUs associated with the organization and all notes and attachments for the organization, as displayed in the Organizational Notes page.

Partial. Displays all the contact information (address, phone numbers, email, contact person) plus any critical contact persons from the Organization Properties page.
Minimal. Displays only the address and contact information in the Organization Properties page.
Notes. Displays all notes and attachments for the organization from the Organization Properties page.
Contacts. Displays a list of all user accounts in the organization from the Organization Properties page.
Products. Displays a list of product SKUs associated with the organization from the Organization Properties page.

When you select the information to include the report, SL1 will generate the report. You can immediately view the report or save it to a file for later viewing.