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View Reports

View Reports is where you access structured reports for users, devices, and administrative activity. Each report opens a detailed view, typically with filters and export options.

Available Reports​

This page lists the report categories and the individual reports available in your environment.

How to use this page​

  • Find the report you need.
  • Select View Report to open the report details.
  • Apply filters to narrow results.

User Based Reports​

User based reports focus on users, billing status, and account level activity.

Users Without Devices​

Shows active users who do not currently have devices assigned.

Common uses

  • Identify users who still need a device assigned
  • Verify deployment progress by school, grade, or program

Open Invoices​

Shows invoices that are still open and the associated users.

Common uses

  • Support billing follow up
  • Reconcile unpaid balances
  • Confirm invoice activity for a date range

Restricted Plans​

Shows users with restricted plans and their plan details.

Common uses

  • Review active restrictions and validate assignments
  • Audit restriction patterns by building or cohort

User AUP and Fee Status​

Shows user compliance and fee paid status.

Common uses

  • Track AUP completion status
  • Verify fee status for billing and compliance workflows

Payment Transactions​

Shows payment records and related invoice information.

Common uses

  • Reconcile payment processing
  • Validate transaction history for a specific user or period
  • Support audit requests for payment records

Device Based Reports​

Device based reports focus on inventory state, checkout status, and device level tracking.

Checked Out Devices​

Shows devices currently checked out and who they are assigned to.

Common uses

  • Confirm current assignments
  • Identify devices that should be returned
  • Support building level inventory checks

Checked In Devices​

Shows devices that are currently checked in and available.

Common uses

  • Identify available stock
  • Support device redistribution and replacements

Outstanding Loaners​

Shows loaners that are still checked out.

Common uses

  • Track loaners that should be returned
  • Identify users who may need follow up

Device Status​

Shows devices and their statuses with filtering.

Common uses

  • Audit devices by status (lost, repair, active, retired, etc.)
  • Support end of year reconciliation and clean up

Administrative Reports​

Administrative reports focus on staff level operational activity.

Staff Incidents​

Provides a breakdown of incidents created by staff, typically by month.

Common uses

  • Review workload distribution
  • Support operational planning
  • Identify training opportunities based on patterns

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