Running Reports

Business, Business Plus, and Enterprise admins can monitor activity and view data about their Box accounts and the content owned by their accounts by generating reports in the Admin Console. Reports can be generated on-demand for any specified time period and these reports can go back as far as 7 years, or as long as you have an account tariff with reporting access.

Both admins and co-admins can run and filter reports, depending on permission settings:

• The primary admin can run reports and filter by any group or user type (managed, unmanaged, admin, co-admin).
• Any co-admin who has permission to Run new reports and access existing reports (marked in orange below) can run the usage logs that are date bound (without selecting a user or group).
• A co-admin who has permission to Run new reports and access existing reports (marked in orange below) and permission to Manage groups (marked in green below) can run a usage log by groups.
• A co-admin who has reporting permissions can run a usage log by user.

Running a report involves configuring a report's settings and then running the report, which will be saved in your Box Reports folder. You can also:

• Schedule a report to run repeatedly on a cadence you define
• Save a report configuration and run the configured report with just a couple of clicks

From the Create Report tab you can run the following reports:

• User Detail
• User Activity
• User Statistics
• Security Logs
• Folders & Files
• Collaborations
• Shared Links
• Outbound Collaboration
• Legal Holds
• Retention
• Platform Activity
• Box Sign

How you run a report depends on whether or not you are an organization included in the limited number of Box customers that can also schedule a report and saved a report configuration.

To run a report:

1. Go to Admin Console > Reports.
2. Click the Create Report tab.
3. Click Run or Set Filters for any report. Set Filters will allow you to decide what data gets output to the report. See the page for each report type (links above) for details about what you can configure for each report.

   Note

   Some reports, such as Legal Holds and Retention, are not run from Reports. Click View to be taken directly to the area of the Admin Console from which these reports can be run.

4. In the Run [Report Name] dialog box, enter any report constrains and set a start and end date for the report data, if available.
5. Click Run.

To run a report that can be scheduled and its configuration saved:

1. Go to Admin Console > Reports.
2. Click Create Report.
3. Select the type of report you want to run.
4. Click Next.
5. Configure the report settings. See the page for each report type (links above) for details about what you can configure for each report.
6. Optionally save the report setting configuration or schedule the report.
7. Click Run.

To run a saved report:

1. Go to Admin Console > Reports.
2. Click the Saved Reports tab.
3. Hover the cursor over the saved report configuration, click the 3-dot button (), and then click Run.