This article explains the Pivot Table function within CoreView reports, outlining step-by-step usage instructions.
Access Pivot tables feature
Please note that, depending on your package and/or the add-ons you have purchased, some of the following reports might not be available for you.
The Pivot table feature can be accessed by enabling the Pivot toggle you can find in the following reports:
Users
In all user reports, with the users analyzer section being the only exception.
Groups
In Distribution groups, Microsoft 365 groups, Empty Microsoft 365 groups, and Security groups.
License
In Microsoft 365 Apps center, Users without license and Disabled license users.
Devices
In Intune devices only.
Exchange
In Email addresses, Exchange inactive mailboxes, email activity, email app usage and mailbox usage, in Mailbox sizes, Mailbox without license and Shared mailboxes without delegates; in Archive size, Repicients by type, in Users audit status, with archive mailbox, with forwarding, with auto reply, Users by connection type and by retention policy.
SharePoint
In all reports but SharePoint activity, SharePoint inactive users and SharePoint recycle bin.
OneDrive
Only in OneDrive sizes and OneDrive statistics.
Teams
In Teams user activity, users and inactive users, in Teams device usage, Teams groups, Teams groups activity, Teams members, external members and Private and shared channel members.
Teams voice
Only in Teams voice users, Auto attendants and call queues.
Security
Only in User mailbox security, user accessing multiple mailboxes and mailboxes with delegates; in Licensed users with admin roles and Users with admin roles.
Mail traffic
In Mail traffic, Mail traffic by user, Top senders and receivers, and Low traffic mailboxes.
Use Pivot tables
Follow the steps below to use the Pivot table.
Enable Pivot mode
Turn the Pivot mode toggle on. By default, the toggle is switched off.
When enabled, the way you visualize your report will shift, and a new selection panel will appear.
Select and organize data
Select the desired attributes and position them into column labels, row groups, or values to customize your data. Use the drag indicator to move the elements.
- In the columns field, check the items you wish to view.
- Drag attributes in the row groups, the values or column labels to filter data.
For example, if you wish to visualize the account type of active users, you could insert the “User principal name” in the row groups, “Account type” in the Column labels, and the “count(User principal name)/sum(Account type)” in the Values field, (the field should automatically populate based on your choices) as shown below:
Now, you can
- analyze your data in the application.
- export the data you selected in Excel o CVS format.
- Save the pivot as custom report.
Export Pivot table
To export a report only containing the selected attributes you used to create the Pivot table,
- Select “Actions” > “Export.”
- Choose your desired format.
When you export data in Excel format, for example, you will have the same distribution you have set up in the pivot table:
As you now have only your selected attributes in the Excel file, if you wish to, you can now recreate the pivot table directly in Excel.
Save Pivot table as custom report
You can also save your pivot table as a custom report. To do so, follow the steps below.
Step 1
Select Save custom report:
Step 2
Fill in all the required fields and click “proceed” save the report:
Step 3
Find it in your custom reports:
Additional guidance
For further information