> For the complete documentation index, see [llms.txt](https://docs.veza.com/4yItIzMvkpAvMVFAamTf/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.veza.com/4yItIzMvkpAvMVFAamTf/features/insights/dashboards/reports.md). # Reports Legacy documentation for Veza Reports. Reports are now consolidated into the Dashboards experience. {% hint style="warning" %} **Reports have been consolidated into Dashboards.** If you do not see **Reports** in your navigation, use **Dashboards** in the Featured section instead. See [Dashboards](/4yItIzMvkpAvMVFAamTf/features/insights/dashboards.md) for the current documentation, including how to create and manage dashboards, add queries, and share insights with your team. This topic is for tenants that have not yet transitioned to the new Dashboards experience. {% endhint %} You can review all built-in and user-created reports in the *Reports Library*, and organize them on the *Access Intelligence* > *Reports* overview. You can also customize [authorization risk summaries](/4yItIzMvkpAvMVFAamTf/features/insights/dashboards.md) on the home dashboard by adding, removing, or modifying report and queries. * [Reports overview](#reports-overview) * [Reports landing page](#reports-landing-page) * [Reports library](#reports-library) * [Report filters](#report-filters) * [Exporting reports](#exporting-reports) * [Creating reports](#creating-reports) * [Editing reports](#editing-reports) * [Add or remove queries from reports](#add-or-remove-queries-from-reports) * [Report visibility](#report-owners-and-visibility-settings) ### Reports overview Reports are collections of [Saved Queries](/4yItIzMvkpAvMVFAamTf/features/search/saved-queries.md), organized into sections based on provider, service, risk, or other criteria. A summary of key reports appears on the primary Veza dashboard. Browse to *Access Intelligence* > \_Reports > *All Reports* to view all reports. For any query in a report, you can * See the percent change, current result, or trend chart. * View results in [Graph](/4yItIzMvkpAvMVFAamTf/features/search/graph.md) or [Query Builder](/4yItIzMvkpAvMVFAamTf/features/search/query-builder.md). * Create [Rules](/4yItIzMvkpAvMVFAamTf/features/insights/rules-and-alerts.md) to get alerts when changes occur. * View the underlying query details and conditions. ![Queries in a Report section.](https://1967633068-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZDkWMxox3pekd0NsZJ%2Fuploads%2Fgit-blob-897867588b06e6cd31fbef26c156d0cea67cb7fa%2Freports-view.png?alt=media) Veza users can create [custom reports](#creating-reports) and dashboard sections tailored to specific roles, priorities, and responsibilities. Reports are public to other users or only visible to owners depending on the report's visibility settings. Administrators can customize the insights shown on the Veza dashboard by editing, removing, or adding reports to the [Dashboard Reports](/4yItIzMvkpAvMVFAamTf/features/insights/dashboards.md) section. Access Risk tiles on the landing page show a summary of results from the *Dashboard* reports category. Each tile provides a shortcut back to the underlying report for further investigation. * Each query indicates the current result value. Click the *% Change* to view a trend chart. * *Hide zero value results* will conceal assessment queries where the *value* column is `0` (no current results). * To view all results in Query Builder or edit the saved query, click the Query *name* or *value*. * To refresh the query from the most recent graph data, click *Run Query* under the *actions* dropdown menu. All results automatically refresh daily. ![Open a Query in Graph for to show relationships, or in Query Builder to edit.](https://1967633068-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZDkWMxox3pekd0NsZJ%2Fuploads%2Fgit-blob-df40e55edef4590ef855b95aa0c587329fb27539%2Freports-actions.png?alt=media) ### Reports landing page The main *Access Intelligence* > *Reports* page allows you to organize and rank reports intended for regular review. Expand a category to view the reports within it, and click a report's name to open it. You can create additional categories, and add or remove built-in or custom reports: * Search for specific reports, labels, or integration types by applying filters. * Click *+ Add Category* to create a grouping and *Add* or *Create* reports within it. * Reports added to the *Dashboard Reports* category are shown on the main dashboard. Drag an item to arrange the report categories. You can also hide or re-categorize several reports at one time with a multi-selection. ### Reports library The *Report Library* shows all reports, and their creation dates, owners, and privacy settings. To create a copy of a report, click *Clone*. Click a report name to view or [edit](#editing-reports) its contents. ![Use the Reports Library to view and manage reports .](https://1967633068-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZDkWMxox3pekd0NsZJ%2Fuploads%2Fgit-blob-f365e8ebf55b4ac171b21427be8116620ded11ab%2Freports-library.png?alt=media) ### Report filters To make reports containing many different queries more digestible, you can temporarily filter the information to show and export. * To show queries by keyword such as "MFA," "Service Account," or "Bucket", start typing into the *Find queries by name* field at the top of the report. * Changing the *Time Range* updates the minimum and maximum values to show values for that period. * Clicking a cloud provider icon within a report subcategory will show only queries for that provider (such as Okta or Azure AD). * To only show results for a subset of Azure tenants or AWS accounts, use the *Select one or more accounts* dropdown. This can be useful for focusing on a specific account of interest among several similar provider integrations. Click [Edit Report](#editing-reports) to permanently remove a query. Click *Clone* to create a copy of the report. ### Exporting reports To export a report to CSV or PDF, click *Export* and select an option. The data export will include columns for `Name`, `Value`, `Min_Range`, `Max_Range`, and `Time_Range`, for the currently-filtered set of queries. ### Creating reports Users with the `admin` and `operator` [roles](/4yItIzMvkpAvMVFAamTf/administration/administration/users.md) can create reports that include any [Saved Queries](/4yItIzMvkpAvMVFAamTf/features/search/saved-queries.md), grouped in custom sections. To create a report: 1. Browse to *Access Intelligence* > *Reports*. 2. Click *+ Create Report*. 3. Give the report a *Name* and *Description*. 4. Choose a *Report Type*: * *Dynamic*: These reports automatically include all queries with the chosen labels and integrations, and will dynamically update when queries receive those tags or integrations. Queries and sections cannot be manually added or removed. * *Query Based*: Customize report sections and pick from any saved queries. You can add or remove queries and change report sections after creating the report. 5. Pick a visibility setting. *Private* reports are only visible to their owners. Setting a report to *Public* publishes it for other Veza users. 6. To enable the report as a dashboard, use the *Collections* dropdown to add the report to the "Dashboard Reports" collection. 7. Use the *Queries* tab to construct the report: * For dynamic reports, choose the labels and integrations to include in the report. * For query-based reports, click *New Section* to add as many sections as you need. Search for queries to add by clicking the *Add Queries* icon within each section. 8. Click *Create Report* to open it in [Edit Mode](#editing-reports). ### Editing reports To edit a report, open the report from the dashboard or *Reports* library, and click *Edit Report*. ![Add or remove queries and sections in Edit mode](https://1967633068-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZDkWMxox3pekd0NsZJ%2Fuploads%2Fgit-blob-054acf4614cb3262d0bfa3424ed91ac2e4323814%2Freports-edit.png?alt=media) You can use edit mode to: * Add or remove queries. * Add or remove or rename sections. * Change the report name or description. * Change a private report to public visibility. Click *Save* to close the builder and see the changes. #### Add or remove queries from reports Adding or removing queries from a [Dashboard Report](/4yItIzMvkpAvMVFAamTf/features/insights/dashboards.md) will include or exclude the results of those queries on the home page dashboard. To add an item to the report, change to *Edit* mode and click the *Add Queries* button. Filter or search to find the queries you want to add. Click on one or more, and *Save* the changes. ![You can search or filter to add Queries to a Report.](https://1967633068-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZDkWMxox3pekd0NsZJ%2Fuploads%2Fgit-blob-30038797836502647f63445a577e7189189b70b6%2Freports-add-query.png?alt=media) To remove a query from a report, click *Edit Report*. * Click the trash can icon in the query actions to remove that query from the report. * Deleting a query only removes it from the report. You can still add the query to other reports, and find it listed under *Saved Queries*. * To delete a report, open it and click the trash can icon, or use the *Reports Library* to manage many reports at one time. #### Report owners and visibility settings When creating a report, users must set the visibility to *public* or *private* (default). Changing a report to *public* is permanent. The *Reports Library* shows all built-in and custom reports and privacy settings. * To modify report owners, edit a report and choose *Edit Owners*. * Only the report owners can view or edit private reports. * Users are the owners of any queries and report they create. * Users with the `admin` role are the default owners of out-of-the-box queries and reports. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://docs.veza.com/4yItIzMvkpAvMVFAamTf/features/insights/dashboards/reports.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.