Creating Customized Reports

Lifecycle Manager empowers you to create fully customized reports that cater to individual client requirements, ensuring you can deliver precise and relevant information. This article walks you through the steps to create, customize, and share these reports effectively.

Step 1: Navigate to Your Client's Dashboard

Begin by accessing your client's dashboard:

  1. Click the Scheduled Reports menu item.
  2. Click the Create New Report button to initiate a custom report.

Step 2: Create a custom report

Create a report name

Assign a descriptive name to your report in the Report Name section. This name will serve as a quick reference for you and your client, providing clarity and context.

Client_create_new_report_report_name.png

Apply report template (if applicable)

Lifecycle Manager can streamline your workflow by auto-populating the report when you select a template. Although the template fills in many sections automatically, you can make manual edits as needed and save these as a new template.

Step 3: Selecting Reporting Parameters

Accuracy is key when identifying hardware assets and defining the scope of your report. The Report Parameters section allows you to filter data and create focused, manageable reports based on specific categories. .

Client_create_new_report_report_parameters.png

Filter Data by Available Fields

You can refine your report using the following filters:

  • Type: Server, Workstation, Virtual Machines (VM), Mobile, Network, Imaging.
  • Manufacturer: Filter by specific manufacturers.
  • Software: Whether a software product is installed/not installed.
  • Software Category: Filter by categories like Endpoint Protection.
  • Memory: Specify memory values (Between, Under, Over).
  • Age: Filter by asset age.
  • Backup: Configured backup status (requires a Backup Radar subscription).
  • Warranty: Expired, Not Expired, Unknown.
  • Total Storage: Storage values (Between, Under, Over).
  • OS Status: Supported, Unknown, Unsupported, Unsupported Soon.
  • ScalePad Warranty Availability: Whether assets are available for ScalePad warranty coverage.
  • Processor Manufacturer: AMD or Intel.
  • Integration Sources: Filter by integration source.
  • Person Assigned: Whether a user is assigned or not.
  • In Initiative: Whether assets are included in an Initiative.

Step 4: Adding/Removing Report Columns

Tailor the information presented in the report by selecting or deselecting columns. This customization ensures that your report delivers meaningful insights aligned with your client's interests.

Client_create_new_report_report_columns.png

Column Choices Include:

  • Person assigned - user assigned to the asset

  • User - last logged in user

  • Location - 
  • Type - hardware asset type

  • Manufacturer - asset manufactuer

  • Model - asset model

  • Processor - Processor model

  • Memory - total memory on asset

  • Total Storage - Total storage specifications

  • OS - currently installed operating system

  • Purchased - asset purchase date

    • The Purchased date also indicates the age of the asset. The asset age will not show unless the Purchased column is selected.
  • Expires - Warranty expiration date

Step 5: Select Report Sorting Options

Order your report by prioritizing information based on relevance or importance.

    • Name & Serial
    • Person assigned
    • User
    • Location
    • Type
    • Manufacturer
    • Model
    • Processor
    • Memory
    • Total Storage
    • OS
    • Purchased
    • Expires

Step 6: Custom Report Preview

Based on the selected information, the custom report can be downloaded directly or scheduled to be automatically sent to your clients. This final step ensures your clients receive timely and relevant insights, enhancing their IT management experience.

Client_custom_report_sample.png


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