About Reporting

Reporting lets you explore your OX data on your own. Use it to answer questions, track progress, surface risks, and share clear insights with your team.

Reports list

The Reports List is your hub for opening, searching, filtering, favoriting, and exporting reports. It includes both built-in reports created by OX and custom reports created by users in your organization.

From this page, you can open, search, filter, and perform actions on reports according to your role and permissions.

Each report in the list includes its name, creator, visibility level, and available actions. Built-in reports are marked with Created by OX, while custom reports display the creator’s name.

OX Security provides the following report types:

• Built-in reports: Provided by OX and give you ready-made views. The reports are not editable and are public only.

• Custom reports: Reports you design to match your goals. Custom reports can be public or private. Admins can edit both public and private reports. Each user can edit the reports they created.

Filters and Search

You can refine the reports displayed in the list using filters at the top of the page.

Filter	Options	Description
Created By	All, OX, or individual user names	Filter reports by creator.
Visibility	All, Public, or Private	Filter reports based on their visibility level.
Favorites	On / Off	Show only reports marked as favorites.

You can also search for reports by name using the search bar.

Report actions

Each report includes a menu (three-dot icon) with actions that depend on your role and the report type.

Option	Description
Edit	Opens the report in edit mode. This option is disabled for public or shared reports.
Duplicate	Creates a copy of the current report, allowing you to modify it without changing the original.
Export	Downloads the report data. You can export it in supported formats such as CSV or PDF.
Schedule Report Export
Remove from favorites	Removes the report from your list of favorite reports. The report remains accessible in the reports library.
Delete	Permanently deletes the report. This action cannot be undone and is only available for reports that you own.