Create and View Custom Reports for ITSM

Why It Matters

Custom reports help you track the ITSM metrics that matter to your team: ticket volumes, resolution times, ticket status, and technician activity.

AssetSonar lets you create and save ITSM reports using the Custom Reports module. Once saved, these reports can also be accessed directly from the ITSM portal.

1. Create Custom Reports for ITSM

Custom reports for ITSM are created from the Custom Reports module in AssetSonar.

To create a report:

1. In AssetSonar ITAM, go to Reports → Custom Reports and create a new report.
2. Select ITSM Tickets as the primary module.
3. Choose the columns you want to include, such as Ticket ID, Status, or Assigned Agent.
4. Apply the required filters to narrow down your report.
5. Run the report and save it for future use.

For detailed instructions on selecting modules and columns, applying filters, grouping data, exporting results, and scheduling reports, refer to our guide on Generating Custom Reports in AssetSonar.

2. View Saved Custom Reports in ITSM

Once an ITSM report has been created and saved from AssetSonar ITAM, you can access it directly from the ITSM portal.

Go to Tool → Reports from the ITSM navigation panel.

The Reports page displays the saved custom reports available to you based on your AssetSonar permissions.

For each report, you can view its:

• Title
• Tag
• Description

Use the Search bar to find a report by name. You can also click Filter by Tags and select a relevant tag to narrow down the list.

Next Steps

Create and save your required ITSM reports from the Custom Reports module. Your team can then access the available saved reports directly from Tool → Reports in AssetSonar ITSM.