Discovering client software assets (New UI)

Frankie Ryan
Frankie Ryan
  • Updated

Accessing the Software page

In the left navigation panel, under Manage, click Software. Outside a specific client's pages, this opens software for all your clients. Inside a specific client's pages, the same link opens that client's software.

The Software page has two views: Dashboard and All Software.

Filtering the All Software list

In All Software, click Filters to narrow the list. For filters that ask you to enter a value, such as Publisher or Version, type the exact value you want to match.

  • Manufacturer: The manufacturer of the device the software is installed on.
  • Product: The software product name.
  • Product type: The type of software, such as Agent, Operating system, or Plugin.
  • Publisher: The software publisher.
  • Version: The installed version.
  • Build: The installed build.
  • Edition: The product edition.
  • Latest version: Whether the installed version is the latest. Values are Latest and Not latest.
  • Source vendor: The integration the software record syncs from.
    Filters menu on the All Software page
     
  • Updated: When the software record was last updated. Choose On or after or On or before a date.
  • Category: The software category, such as Endpoint protection or Office suite.
  • Status: The software support status. Values are Supported, Unsupported Soon, Unsupported, and Unknown.
  • Device type: The type of device the software is installed on, such as Workstation or Server.

Exporting software and downloading reports

Click Export at the top of the page and select an option. The options depend on the view you're in and whether you're viewing a single client.

Export menu on a client's All Software page

  • Spreadsheet (All Software view only)
    • Current view (CSV)
    • Current view (XLSX)
  • Report (single client only)
    • Software summary report
  • By category (single client only)
    • Operating System report
    • Endpoint Protection report
    • Office Suite report
    • RMM report

Current view exports the software currently listed, including your search, filters, sort order, and the columns you've chosen with Display. An export can include up to 25,000 rows. If your results are larger, narrow your filters and try again.

The Software summary report and the category reports download as PDF files. Because these reports are for one client, they're only available when you're viewing a specific client's software.

Any questions? Reach out to our Lifecycle Manager support team by submitting a support ticket.
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