Reports and dashboards

How it works

Reports

A report has a primary object type, filters, a visualization and a category. It shows as a bar, column, pie, donut, line or area chart, as KPIs, or as a table or list. You start from the “Report Template Library” or build a custom report. From a report you can create a segment or a policy, clone it, export and import it, add it to a dashboard, and share it with stakeholders on a schedule.

The Reports landing page groups the top five reports of each connector, or of each category if you switch the “Service, Category” selector. Each row shows the report’s value and a trend, with the change as a percentage. The date range selection overrides the date ranges of the individual tiles. It defaults to Last 30 Days and can be set to Last 90 Days, This Month, This Year or a Custom Range. Click a title to open the report. Click its trend to see the report logic and a compact version of the report in a side panel. “Go to Reports” opens the full list. There you search reports by name or description, filter them, choose columns, add a report from the “Report Template Library” or import one. The list shows each report’s connector, title, category, value, trend for the selected period, report type and last change. The menu of each report lets you open it, open it in a new tab, edit it, open its last job, clone it, add it as a tile to a dashboard, export it, share it, manage shared reports, create a segment or a policy from it, and delete it.

Dashboards

A dashboard is a page of tiles. You add a prebuilt dashboard from the “Dashboard Template Library” or create a custom one, then add, resize and move tiles. Tiles come from the “Dashboard Tile Library” or from your own reports. The date range of a dashboard overrides the date ranges of its tiles. It defaults to Last 30 Days and can be set to Last 90 Days, This Month, This Year or a Custom Range. One dashboard is your default, and the Home button always returns you to it.

The dashboard menu lets you import, clone, export, share and delete a dashboard, save it as a template, manage dashboards and shared dashboards, and set a dashboard as the default. On a policy tile, hover and choose to go straight to the policy.

Example

Your security lead wants a regular view of external sharing. You add a dashboard from the template library, add tiles for the policy “SharePoint file is shared with external users” and for the report “Sites with external sharing enabled”, and share the dashboard with the security lead. The date range is set once on the dashboard, and every tile follows it.

How it relates to other concepts

• Reports and policies are both queries over the inventory. A report shows data. A policy counts every match as a violation with a severity. You can create a policy from a report.
• A segment can be created from a report and reused as a filter.
• A Virtual Environment has its own dashboards and reports.
• Rencore Nova showed dashboards to people without access to Rencore Governance. It is deprecated and will be shut down on 31 December 2026.