Documentation forSolarWinds Service Desk

Custom reports

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In SolarWinds Service Desk (SWSD) you can create custom reports regarding computer inventory, software inventory, risks, or contracts.


Analytics > Custom.

Generate custom reports

  1. Navigate to Analytics > Custom.

  2. In the Custom Reports dialog, use the dropdown lists under any section to select the scope of the report.

  3. Click the appropriate icon to generate an Excel or PDF report, or to print.

Shared reports

You can share custom reports with others. You can also share out-of-the-box reports, but you must first Save as New, and create a custom name.

If you edit a report and save the edits, you must share the new version with others for them to be able to access the version containing your edits.

To share a customized report:

  1. Navigate to Analytics > Reports > My Reports.

  2. Click the report in the panel to open it.

  3. In the upper right corner, click the ellipsis.

  4. From the dropdown list, select Share.

  5. In the Share Report dialog, click the Recipients field and select the name(s) of the individuals or groups you wish to share with. Provide an optional message, and select CC me if you wish to receive a copy of the email notification.

  6. Click Send.

What recipients of a shared report experience

Your recipients receive an email similar to the one below.

They can click View Report from the email. After opening the report, they see a Shared Report icon in the upper right corner to identify that the report was shared and is not owned by them.

If they choose to, they can click Save as New and create a custom name for the report. It will then display in their My Reports list. However, it will not update on the recipient's end if the original creator modifies the report.

To return to the shared report on another occasion, users can create a bookmark in their browser.

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