Creating customized reports

With the flexibility to create reports according to specific requirements, you can create fully custom reports according to individual client requirements that can be automatically sent to their clients.

To properly frame reports for clients, several sections can be completed to provide greater clarity. The following steps outline options to provide a custom report.

  1. Navigate to your client's dashboard

  2. Click the Scheduled Reports tab

  3. Click the Create New Report button to begin creating a custom report.

Client_create_new_report.png

Create a custom report

Create a report name

The first step in crafting a meaningful report is to give the report an identity.

  1. Navigate to the Report Name section and assign a descriptive name to your report. This name serves as the foundation for your report and insights, providing a quick reference point for both you and your client.

Client_create_new_report_report_name.png

Apply report template (if applicable)

When selecting a template to create a report, Lifecycle Manager automates the workflow as much as possible by auto-populating the report.

Modifying report template details - All sections that are auto-populated are designed to reduce the time required to create reports. However, manual edits can be made in each section. All edits applied to the existing template can be saved as a new template.

Selecting Reporting Parameters

Accuracy is key when Identifying hardware assets when defining the scope of your report. By utilizing available data filters, you can create a focused and manageable report.

Client_create_new_report_report_parameters.png

  1. The Report Parameters section enables you to fine-tune parameters by filtering data to create smaller, more manageable sets based on meaningful categories. The filtering enables you to select one or multiple options from a list of items and apply them to a report to capture the data you need. 

You can filter data based on the available fields.

Type
Filter your results by hardware type.

Types include Server, Workstation, Virtual Machines (VM), Mobile, Network, and Imaging.

Manufacturer
Filter results by manufacturers

Is or Is not

Software

Filter your results based on whether a software product is installed/not installed.

Software category
Filter your results by software category.

For example, you can filter report results based solely on Endpoint protection software.

Memory
Filter your results by available memory.

Filter your results based on whether memory is Between, Under, or Over a specified value.

Age
Filter your results by the asset age.

Filter your results based on whether memory is Between, Under, or Over a specified value.

Backup

Filter your results based on whether assets have a configured backup or no configured backup. A subscription to Backup Radar is required.

Warranty

Filter your results by current warranty coverage. Options include Expired, Not Expired, and Unknown.

Total storage

Filter your results based on whether total storage is Between, Under, or Over a specified value.

OS status
Filter your results by OS status.

Whether the OS is Supported, Unknown, Unsupported, or Unsupported Soon.

ScalePad Warranty Availability

Filter your results based on whether assets are available for ScalePad warranty coverage.

Processor Manufacturer

Filter your results by processor manufacturer. (i.e., AMD or Intel)

Integration Sources

Filter your results by integration source.

Person assigned

Filter based on whether a user is assigned or is not assigned

In Initiative

Filter your report results based on whether assets are currently included in an Initiative or have yet to be included in an Initiative.

Adding/Removing ReportColumn options

Add or remove report columns to tailor the information presented, aligning it precisely with your client's interests. This step ensures that your report delivers meaningful insights that can drive actionable decisions.

Client_create_new_report_report_columns.png

  1. Based on the information you want to display in the report, select or deselect the desired columns. You don't need to refresh when you add or take away columns from the console.

The column choices are:

  • 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

Select report sorting option

Bring order to your report by defining the sorting of your report. Prioritize information based on relevance, importance, or any other criteria.

Client_create_new_report_report_sorting.png

  1. Navigate to the Sort by section and select to sort your data in a way that enhances comprehension. Options to sort by include the following:
    1. Name & Serial
    2. Person assigned
    3. User
    4. Location
    5. Type
    6. Manufacturer
    7. Model
    8. Processor
    9. Memory
    10. Total Storage
    11. OS
    12. Purchased
    13. Expires

Custom report preview

Based on the selected information in this article, the example custom report, which can be downloaded directly or scheduled to be automatically sent to their clients, is shown as follows:

Client_custom_report_sample.png


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