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Version: 24.9

Reporting Groups

From Reporting groups you can create and preconfigure groups within the same organization using different criteria to meet the needs of departments, offices or user groups that make them up.

setting-reporting-groups

It is also possible to know which users and which roles have access to the reporting group. As well as activate Remote Assistance functionalities.

Reporting groups creation​

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

  • Name: the name that the reporting group will have.
  • Environment: opens a dropdown to select the environment in which the reporting group will be.
  • Patch directive destination: opens a dropdown to select which patch policy the reporting group will be subjected 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 make sure the reporting group has been created.

Reporting groups list​

The list view shows a table whose fields match the data requested to create the reporting group. It also has the Action field, which allows access to View details and Agent configuration.

View details​

The detail view allows you to consult 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 patch directive destination.

Roles​

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

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

nrereportinggroup

  • Details: general information about the role. At the bottom right, the Edit button allows you to change the name of the role.
  • Permissions: through a table, shows the permissions that this 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 shows the name and associated email of the users who make up the reporting group being consulted.

FlexxAgent configuration (Remote Assistance)​

From here, a user with the Organization administrator in Portal access level 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.