Next Topic

Previous Topic

Book Contents

Executive Summary

Reports > Executive Summary

The Executive Summary reports page creates a summary report of the status of all selected machines. This includes a network health score representing the overall health of all selected machines as a group.

Executive Summary Sections

The Executive Summary report can include the following sections:

  • Show Client Information - Displays the number of machines, both servers and workstations, and the names of the primary points of contact for this group.
    • Contact Person - Optionally enter a customer contact name, representing the point of contact inside the organization receiving the IT service.
    • IT Manager - Optionally enter an IT manager name, representing the person responsible for delivering IT services to the client organization.
  • Show System Activity - Specify search criteria for counting the number of times certain log events occurred. Examples include the number of times machines were audited and scanned for missing patches. Click Change Rows... to fully customize this section.
  • Show Ticket Status - Displays a summary of ticket status over the specified number of days.
  • Show Disk Space Used - Displays a graph of the percentage free disk space on all selected machines. Restrict this chart to servers only by checking the Show servers only box.
  • Show Network Health Score - Displays individual component scores and an overall health score for all the selected machines as a group. See Network Health Score for details. Click Change Score... to fully customize this section.
  • Show Operating Systems - Displays a pie chart showing the break down of operating systems in the selected group.
  • Show Patch Status - Displays a pie chart summarizing the state of missing patches for all selected machines.
  • Show Security - Lists statistics for untreated security protection threats.

    Note: The Show Security section only displays if you have separately purchased the Kaseya Endpoint Security addon module.

  • Show Alarm Notifications - Summarizes alerts issued in the specified number of days. This section breaks the alarm count down by category of alarm.
  • Show License Summary - Summarizes the OS and MS Office licenses found by audit.
  • Show "How to read" notes at end of report - Displays standard explanatory notes at end of the report. Click Edit Notes... to customize these notes.

Running the Report

  1. Select the data you want to display in the report.
  2. Enter the title of the report.
  3. Either run the report or export the report to HTML, Word or Excel output.

Summarize data collected in the last N days

Patch, ticket, alarm, and status information is time dependent. Only data collected in the specified number of days contributes to this report.

Share Report / Private Report

These two options only display for master administrators. Reports are always private for standard administrators. As a master administrator select Shared or Private to assign access to a report. By default, Private access is selected. Private reports can only be viewed and run by the administrator that created the report. Shared reports can be viewed and run by all administrators. Saved reports are identified as either private or shared in the left-hand navigation pane.

Save

Click Save to save the current settings.

Save As...

Click Save as... to save the current report under a new name.

Rename...

Click Rename... to rename the report.

Delete...

Click Delete... to delete the report.

Enter title displayed on report header

Enter the title that displays at the top of the report.

Update

Reports are saved with the Machine ID / Group ID filter settings that were current at the time the report was first saved or last updated. These saved or updated filter settings are used when a report is run, regardless of the current machine ID/group ID filter settings. Once a report has been saved, the Update button displays just below the field used to enter the title of the report. Click Update to apply the latest machine ID / group ID filter settings to a saved report. The machine ID / group ID filter settings of a saved report can be overridden using Schedule Reports.

Run...

Click Run... to run the report using the report options previously selected.

Save the report as HTML, Word or Excel

Click Export... to display the report as HTML, Word or Excel output. If you do not have Excel or Word loaded on your local machine, the page displays as plain HTML.

Remove header from the exported report

If checked, the title, report date and machine filter information do not display at the top of the exported output.