# Creating Custom Report Templates in Hexnode UEM

**1. What are Hexnode Custom Report Templates?** 
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**Hexnode Custom Report Templates** are a specialized configuration tool within the Hexnode UEM portal that allow IT administrators to build bespoke data views from scratch. Unlike standard built-in reports, these templates enable granular control over **Condition Filters, Data Column selection,** and **Platform-specific attributes** for audit and compliance monitoring.

****Feature****  ****Capability****  **Primary Function** Create reusable report structures for automated or manual generation. **Output Formats for reports**  PDF, CSV **Storage Location** Reports > Custom Reports **Key Advantage** Eliminates manual data filtering by saving specific logic as a reusable anchor. **2. How to create a custom report template in Hexnode?** 
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To generate a new reporting structure, follow these validated steps within the Hexnode console:

1. **Access the Template Builder:** Log in to the **Hexnode UEM portal** and navigate to the **Reports** tab. From the sub-tabs, select **Templates** and click **Add**.
[![Add custom report template in Hexnode UEM](https://cdn.hexnode.com/mobile-device-management/help/wp-content/uploads/2025/07/Custom-report-template-scaled.png "Add custom report template in Hexnode UEM")](https://cdn.hexnode.com/mobile-device-management/help/wp-content/uploads/2025/07/Custom-report-template-scaled.png)3. **Define Report Type:** Select the primary data object for the report. Hexnode supports types including **Device, User, Location, Application, Audit, Action,** and **Device and Installed Applications**.
4. **Identity & Metadata:** Assign a unique **Template Name** and a descriptive summary. **Note:** It is suggested using naming conventions like [Dept]_[Purpose]_[Date] for easier querying.
5. **Apply Logic (Condition Filters):** Use the **Condition Filter** section to define which devices or users are included. (e.g., Ownership is Corporate AND Department is Marketing).
6. **Configure Layout (Data Columns):** From the **Available Columns** list, move desired fields to the **Selected Columns** section. 
    - **Device Name** is a mandatory primary key and cannot be removed.
    - Drag and drop columns to define the visual order in the final export.
7. **Finalize:** Click **Save**. The template is now stored and ready for instant report generation.

**3. Which Report Types and Filters are available?** 
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The Hexnode Report Builder dynamically adjusts available filters based on the **Report Type** selected. Use the table below to identify the correct category for your query:

**Report Type**  **Best Used For…**  **Example Conditional Filters**  **Device**Hardware inventory and compliance audits.Enrollment Status, Model, OS Version, Last Check-in. **User** Monitoring user-to-device associations. User Group, Email, Department. **Application** Auditing app versions and deployment status. App Name, App Identifier, Installation Status. **Location** Geofencing and physical asset tracking. Location Name, Timestamp, Coordinates. **Audit** Security and admin activity logs. Administrative action Performed, Technician Name, Event Result. **Action** Remote actions executed on endpoints. Remote action Performed, Action status, Completed time. **Device and Installed Application** Hardware inventory, and app specific auditing. Device info, user data and app compliance overview. 4. How to manage and generate reports from saved templates? 
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Once a **Hexnode Custom Report Template** is saved, administrators can execute the following management actions:

- **To Generate a Report:** Navigate to **Reports > [Custom Reports](https://www.hexnode.com/mobile-device-management/help/create-custom-reports-in-hexnode-uem/)**. Select your template and click **Save**. You will be prompted to name the specific report instance. 
    - *Constraint:* Hexnode prevents generating two reports with the exact same name to maintain audit integrity.
- **To Modify Logic:** If the reporting requirements change, select the template and click Edit. Changes saved here will apply to all future reports generated from this template.
- **To Export Data:** Reports generated from templates can be downloaded in PDF (for visual presentations) or CSV (for external data processing in tools like Excel or PowerBI).

**5. Frequently Asked Questions**
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### **1. Can I remove the ‘Device Name’ column from a custom report?** 

No. The Hexnode UEM portal requires the Device Name as a mandatory primary identifier for all device-centric reports to ensure data accuracy.

### **2. Where are saved reports stored after generation?** 

Reports generated from templates are located under **Reports > Custom Reports**. From this view, administrators can download or delete historical report instances.

### **3. Are custom reports platform-specific?**

While the template itself is universal, the **Data Columns** and **Filters** will only populate values for the platforms that support those specific attributes (e.g., “iOS Supervision” will be null for Windows devices).