Getting started with the Clients Summary Report

The Clients Summary Report outlines and breaks down your total estimated sales opportunity by device type and client, in a single PDF.

The Client Summary Report can be automated to be received on the first day of each month, starting at 8 AM Coordinated Universal Time (UTC) (9 AM Greenwich Mean Time). See the article How to manage your notifications for more information.

To access this report:

  1. Navigate to your Clients console

  2. Click the Clients Summary Report button on the right-hand side of the page


Where the information comes from

The values here are based on the average value per hardware asset, which you can customize in your Hardware replacement settings.

What the report looks like

 


Additional articles to read