---
title: "Reports"
canonical: "https://support.appfire.com/space/AIPC/1058177207/Reports"
format: markdown
---
> Macro (aura-html)

The Assets & Inventory Plugin offers robust reporting capabilities designed to assist users in visualizing, grouping, and managing their assets effectively. 

With AIP Reports, you can create detailed reports tailored to your specific needs using a variety of filters and configurations. For example, an IT staff member can generate reports to view currently used computer assets, or an HR personnel can create reports to view details about employees in the Design Team. 

![Assets and Inventory Plugin for Jira Cloud report generation toolbar](media://386ceb79-5187-4c5f-ad47-c5702b9c55dd)

## Video overview

## Key features

- **Create custom reports:** Build your own reports using a variety of filters, attributes, and formatting options.
- **Saved filters:** Utilize pre-saved filters for quick and consistent reporting. You can save your filters/reports and share them with others.
- **Data visualization:** Generate reports in Table or Chart (Pie chart - Bar chart) format for clear data visualization. You can switch between report types by clicking on the Table and Chart icons on the right-hand side of the screen.
  Clicking on the Chart icon reveals Chart Options below the filter configurations. Here, you can select the chart type and how the assets will be grouped.
  Check out the same report filter displayed in different report types:

- **Create subscriptions**: Set up subscriptions to receive reports periodically (e.g., bi-monthly, weekly, or three times a week) based on your selected filters.
- **Export reports:** Export reports to CSV, XLSX, or Excel for further analysis.

## Accessing AIP Reports

1. From the top app menu, click **Reports**.
2. The **Reports** screen displays a list of available reports, allowing you to see information such as who the owner is and who can view the filter or edit it.
  - Clicking on a filter title generates the report for it.
  - By clicking the three-dots icon, you can **Clone**, **Edit**, or **Delete** individual reports.
3. Click the **New Report** button to create a new report. The *New report* screen opens.

## Generating a report

4. Choose a report type (*Build your own* or *Use saved filters*) and configure the report:

### Build your own

This option lets you create a report from scratch by selecting your own configurations.

1. Select the asset type collection(s) you want to include in your report. Or you can select all asset type collections.
2. Select the asset types you want to include in your report.
3. Use the **More** section to add additional filters based on **Attribute**, **Global Attribute**, or **Asset Created Date,** and more.

> 📝 For more information on the **+ More** button, refer to the [related documentation](https://appfire.atlassian.net/wiki/spaces/AIPC/pages/197954527/Asset+navigator#1.-Search-on-Asset-Navigator-%5BinlineExtension%5D).

4. Click **Generate** to create the report.

After the report is generated, use the **Attributes** button on the right-hand side of the screen to select which columns you want to display in your report. 

![Assets and Inventory Plugin for Jira Cloud report visualization settings](media://d77d72f8-6557-4491-9f29-f60ecb124136)

You can save the report you’ve created by clicking the **Save** button. This opens the *New report* pop-up, and you can enter a name, viewers, and editors, and then Save it to use later. 

![Assets and Inventory Plugin for Jira Cloud report generation options](media://f7978e5b-e856-418f-a963-30b94998ff18)

### Use saved filters

This option lets you create a report based on a filter you’ve saved on the Asset Navigator. 

1. Select **Use saved filters**.
2. Choose from the list of available saved filters.
3. Optionally, edit the filter configuration as needed. When you edit, the report type changes to *Build your own*.
4. Click **Generate** to create the report.

If you’ve made changes to the selected filter, navigate to the **Save** button (which changes to a dropdown), and choose **Save changes** to update the filter or **Save as** to save as a new report.