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Version: 24.9

Reporting Groups

From Reporting Groups, groups within the same organization can be created and preconfigured using different criteria to meet the needs of the departments, branches, or user groups that comprise them.

setting-reporting-groups

It is also possible to know which users and which roles have access to the reporting group. As well as activating remote assistance functionalities.

Creating reporting groups​

To create a reporting group, press the New button and fill in the following fields:

  • Name: name that the reporting group will have.
  • Environment: opens a dropdown to select the environment in which the reporting group will be.
  • Destination of the Patch Policy: opens a dropdown to select which patch policy the reporting group will be subject to.

Once the reporting group has been created, it will appear in the table of the list view. The Reload button is very helpful if you want to refresh the list to ensure that the reporting group has been created.

List of reporting groups​

The list view displays a table whose fields match the data requested to create the reporting group. It also presents the Action field, which allows access to View Detail and Agent Configuration.

View Detail​

The detail view allows consulting three types of information about the selected reporting group:

Details​

This tab offers general information about the reporting group being consulted. The Edit button opens a form that allows you to change the initial characteristics of the group, such as the name or the destination of the patch policy.

Roles​

This tab displays a table with the list of roles that can access the reporting group being consulted.

In turn, this table also has the Action-> View Detail field, which allows consulting more specific information about the roles: details, permissions, and users.

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  • Details: general information about the role. At the bottom right, the Edit button gives the option to change the name of the role.
  • Permissions: through a table, shows the permissions that role has in the Portal, Workspaces, and Analyzer modules.
  • Users: through a table, shows a list of users assigned to that role.

More information about roles, users, and permissions in Roles.

Users​

This tab displays the name and associated email of the users who make up the reporting group being consulted.

Configuration of FlexxAgent (Remote Assistance)​

From here, a user with the access level Organization Administrator in Portal can configure the type of remote assistance that the reporting group will have: interactive, unattended, dynamic, or none.

product-agent-settings

This configuration is set from Productos, however, very specific and particular configurations can be made for the reporting groups.