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Reports

Navigation: Sidebar → Reports

The Reports page lets you generate client reports, use report templates, run NinjaOne queries, and manage NinjaOne knowledge base articles. Use it for client review meetings, compliance documentation, and data analysis.

Reports Page

Report Generator​

Generate a Report​

  1. Select a Client from the dropdown (or "All Clients")
  2. Select a Time Period — Last 7 days, 30 days, or 90 days
  3. Click Generate Report
  4. A text report downloads automatically

Report Contents​

The generated report includes:

  • Executive Summary — Overview of IT operations
  • Device Health — Total devices, online/offline counts, health rate percentage
  • Security Status — Total threats, active/resolved counts, resolution rate
  • Backup Status — Total backups, successful/failed counts, success rate

Report Preview​

Before downloading, a live preview shows the three sections (Device Health, Security Status, Backup Status) with real data from the selected client and period.

Report Templates​

Quick-access templates for common report types:

TemplateDescription
Executive SummaryHigh-level overview for management
Security ReportDetailed threat analysis
Backup AuditBackup status and compliance
Device InventoryComplete device listing

Click any template to generate the report.

Custom Report Builder​

Navigation: Reports → Custom Report Builder button (or /reports/builder)

The Report Builder provides more granular control over report content and formatting. Build custom reports with:

  • Selectable sections and data points
  • Custom date ranges
  • PDF export capability
  • Scheduled report generation

NinjaOne Queries​

If NinjaOne is connected, you can run NinjaOne query endpoints directly from PanelOne:

Running a Query​

  1. Select a query endpoint from the dropdown:
    • Computer Systems (devices)
    • Device Health
    • OS Patches
    • Software Patches
    • Custom Fields
    • Disks
    • Volumes
    • Windows Services
  2. Results load automatically (up to 50 rows shown)
  3. View the JSON results in the preview area

Exporting Query Results​

Click Export Query Results to download the full results as a JSON file.

Tip: This is powerful for ad-hoc investigations — need to know which devices have a specific service running? Run the Windows Services query and search the results.

NinjaOne Knowledge Base​

Manage NinjaOne's knowledge base articles from within PanelOne:

Folders​

View the folder structure of your NinjaOne knowledge base. Folders organize articles into categories.

Global Articles​

View and manage knowledge base articles:

  • Article title/name
  • Archive button — Archive articles that are no longer needed

Tips & Best Practices​

  • Generate reports before client meetings — The Executive Summary template is perfect for QBRs (Quarterly Business Reviews)
  • Use the Report Builder for recurring reports — Save custom configurations for repeated use
  • Export NinjaOne queries when you need raw data for custom analysis
  • Keep knowledge base tidy — Archive outdated articles to keep the KB relevant