https://docs.cloudbolt.io/docs/cbp/navigating-the-platform/saved-reports/ Recent content in Saved Reports on CloudBolt Documentation Hugo en-us https://docs.cloudbolt.io/docs/cbp/navigating-the-platform/saved-reports/summary-report/ Mon, 01 Jan 0001 00:00:00 +0000 https://docs.cloudbolt.io/docs/cbp/navigating-the-platform/saved-reports/summary-report/ <p>Summary reports live in the reports library alongside your other reports and have a <strong>Summary</strong> type badge. See <a href="https://docs.cloudbolt.io/docs/cbp/navigating-the-platform/saved-reports/">Saved Reports</a>.</p> <h2 id="create-a-summary-report">Create a summary report</h2> <ol> <li>Go to <strong>Saved Reports</strong>.</li> <li>Open the <strong>New report</strong> dropdown and select <strong>New summary report</strong>.</li> <li>In the dialog, set: <ul> <li><strong>Organization</strong> (required): Search for and select the organization to report on.</li> <li><strong>Date Range</strong>: <strong>Dynamic</strong> (always the most recently completed month) or <strong>Static</strong> (pick a month).</li> </ul> </li> </ol> <p>The report name is derived automatically, for example, &ldquo;Acme summary report - Last month.&rdquo;</p>