Reports Index
Requires. Reports with View on at least one location. Without it, the page returns a 403 and the Reports icon is hidden in the top navigation.
The Reports page is your catalog of every report available in SecurityTrax — the canned reports that ship with the product, any custom reports your company has built in the Report Builder, and the favorites you've saved (reports pre-loaded with a specific filter set you run often).
This page is just the catalog. Clicking a report runs it — see Report Detail. Building or editing a report's structure is on the Report Builder page.
Getting here
- Click the Reports icon in the top navigation bar.
- Or navigate directly to
https://portal.securitytrax.com/{your-company}/reports.
What you see
My Favorites (if you have any)
The top of the page shows My Favorites — reports you've saved with a specific filter combination. These are personal to you; another user with the same report doesn't see your favorites.
| Column | What it shows |
|---|---|
| ID | Your favorite's internal ID. |
| Favorite Name | The label you gave it. Click to run with your saved filters pre-applied. |
| Based on | The underlying report — the stock or custom report your favorite was built from. Clickable link to that base report (runs it fresh, without your saved filters). |
| Description | Your optional description. |
| Actions | A pencil icon to edit or delete the favorite. |
All Reports (grouped by category)
Below the favorites, every report you have access to is grouped by its category (each category is a collapsible section). The 11 standard categories that ship with SecurityTrax:
- Customer Reports
- Lead Reports
- Accounting Reports
- Equipment Reports
- Funding Reports
- Notes & Tickets Reports
- Payables Reports
- User Reports
- Calendar Events Reports
- Work Orders Reports
- Tasks Reports
Each row shows:
| Column | What it shows |
|---|---|
| ID | The report's internal ID. |
| Report Name | Clickable link to run the report. |
| Description | A short summary of what the report shows. |
| Icons | Visual indicators — e.g. a lock if the report is password-protected, a builder icon if it's an editable (object-oriented) report. |
Click a report name to land on the Report Detail page and apply filters.
Searching and filtering the catalog
Click the filter icon at the top-left to open the Search Reports flyout. Two inputs:
| Field | Type | Notes |
|---|---|---|
| Search by ID | Number | Exact match on the report's ID. |
| Report name | Text | Case-insensitive partial match on the report name. |
Click Search to apply. Clear (visible only when filters are active) resets.
Tip. If your search matches exactly one report, SecurityTrax auto-redirects you to that report. Great when you know the name. If it matches several, they're shown grouped by category like the normal list.
Creating a new report
If you have Reports with Create, a + Create Report button appears at the top-right. Clicking it opens a modal asking for:
- Name — what to call the new report.
- Description — optional short summary.
- Category — which section of the index the report should appear under.
- Report Object — which underlying data type the report is built from. This picks one of 19 built-in "objects" (Customers, Payments, Work Orders, etc.) — see the Report Builder for what's available.
Saving creates an empty report. You're redirected to the Report Builder to pick columns and filters.
Report styles — object-oriented vs. SQL
SecurityTrax reports come in two styles:
- Object-oriented reports — built in the UI with the Report Builder. You pick columns and filters from dropdowns; no SQL required. Almost every report you'll see is this style.
- SQL-oriented reports — legacy. Written as raw SQL queries. Editable only via back-end tools, not via the builder UI. You can still run them from this page, but you can't edit them yourself.
The catalog shows both styles mixed together; they look identical until you try to edit.
Related
- Report Detail — how to run a report once you've clicked it.
- Favorites — saving and editing your personal filter presets.
- Report Builder — editing a report's columns and filters, or creating a new one.