Device - Device Summary Report

This report provides IT and SAM teams with comprehensive visibility into device inventory by environment, device type, and operating system, facilitates OS standardization by highlighting variations and redundancies, supports license compliance and strategic planning by reconciling OS deployments with entitlements, enhances IT operations through informed upgrade and patch management, and strengthens security and governance by flagging non-standard or region-specific OS versions for additional compliance scrutiny

Report Usage

The following section provides an overview of key activities involved in identifying, correcting, and optimizing user-based software subscriptions.

Activity	Description
Device Inventory Tracking	Gain a clear understanding of the number of devices present within each environment, device type, and operating system.
OS Standardization	Identify the range and diversity of operating systems in use—such as various editions of Windows 11—to help reduce complexity and promote standardization.
License Compliance and Planning	Support accurate licensing of operating system deployments by comparing device counts against available entitlements, ensuring compliance and aiding future licensing strategies.
IT Operations	Facilitate effective planning for upgrades, patch management, or migrations by knowing exactly how many devices are running each specific operating system.
Security and Governance	Detect any non-standard or region-specific operating system versions that may require additional compliance review, thereby strengthening overall security and governance.

Example

Before starting an OS migration initiative, the Infrastructure Team reviews the Device – Device Summary report to understand how many devices are running specific operating systems, such as Windows 10 or Windows 11.

By filtering the report by Business Unit and Environment, the team identifies which departments have the highest concentration of outdated systems. This helps them prioritize upgrade recommendations and plan resources accordingly.

This summarized visibility enables effective migration planning, reduces risk, and ensures that end‑user environments remain compliant and secure.

Steps:

To view the Device - Device Summary report, perform the following steps:

Navigate to Reports > Asset Management to open the dashboards page. Search or select Device - Device Summary report from the dashboard list.

Figure: Dashboards
Select Device - Device Summary report. The report displays a structured, tabular view of all relevant subscription and user attributes.
Figure: Device - Device Summary Report

Filters

Use the filters on the left panel to refine the dataset based on organizational, environmental, or system parameters

Figure: Filters Panel

Filter Name	Description
Business Unit	Filters devices by the business division or organizational unit that owns or uses the device.
Country of Use	Filters devices based on the country where the device is used or deployed.
Environment	Filters devices by environment type (e.g., Desktop, Server, Virtual).
Type	Filters devices by form type—Physical or Virtual.
Class	Filters by the classification category (e.g., Desktop, Laptop, Server).
Platform	Filters devices by platform specification such as hardware family or architecture (specific or non‑specific).
OS	Filters devices by the installed operating system (e.g., Windows 11 Enterprise, Windows 11 Pro).
Count	Filters based on the number of devices that match the selected criteria to isolate high‑ or low‑density groups.

Table View

The following table outlines key fields in the report along with concise descriptions of their purpose and usage.

Attribute	Description
Business Unit	Indicates the business division or organizational unit to which the devices belong.
Country of Use	The geographic location where the device is used.
Environment	The device environment type, such as Desktop, Server, or Virtual.
Type	Indicates whether the device is Physical or Virtual.
Class	The classification of the device, such as Desktop, Laptop, or Server.
Platform	Defines the hardware platform category—specific or non‑specific.
OS	The installed operating system (e.g., Windows 11 Enterprise, Windows 11 Pro).
Count	The total number of devices that fall under the respective classification attributes.