Executive Summary Report Builder

The Executive Summary Report Builder allows you to build and create reports with customized elements that can be saved as a template and sent to your customers.

Table of Contents

Video Tutorials
Report Builder Overview
Report Templates
New Report Template
List Summary (List Block)
Running a Report

Video Tutorials


Report Builder Overview

To get started creating a new Executive Summary Report, head to More > Admin > Reports > Report Builders - Executive Summary Report Builder.

From this page, you can choose to run the default report or Open Report Templates to create and view new templates:

You can also favorite the report, schedule it, or view it in PDF.


Report Templates

The Report Templates page allows you to easily view all your saved report templates. You are able to search for a template, show the report, and create a new report template.

Selecting the three-dot icon will allow you to rename, edit, clone, or delete existing report templates.


New Report Template

From the New Report Template page, you can name the report and begin adding Report Elements.

There are four different report element sections that can be added: Visual Summary, Text Summary, Static Content, and Page Break. Each section contains its own unique modules that can be added to the report.

To add a new element, click + Insert Report Element from the top and select which element you would like to add from the dropdown:

Visual Summary

The Visual Summary module allows you to visually see graphs and charts of the report information. You can add blocks to show:

  • Alerts Detected
  • Alerts Resolved
  • Antivirus Coverage
  • Antivirus Threats Detected
  • Asset Health Summary
  • Custom Field Counter
  • Device Breakdown
  • Operating System Breakdown
  • Tickets by Type
  • Tickets Opened/Resolved
  • Unsupported Operating Systems
  • Windows Update Coverage
  • Windows Update Statistics

Each block allows you to customize the way that the information is presented with options for the breakdown, period, etc:

Each section allows for 3 blocks shown across and you can add as many blocks to that section as you would like:

Custom Field Counter

The custom field counter allows you to report on the value of custom field values in both visual and text blocks. They can be named anything in the report and displayed as a total quantity or percentage.

The Custom Field Counter works on custom asset fields that are a date field, text field, checkbox field, or dropdown field. Each type of field allows you to customize the way that the information is presented with options for the breakdown, period, operator values, checked/unchecked, etc.

Text Summary

Similar to the Visual Summary section, the Text Summary allows you to view text information regarding assets, alerts, antivirus, etc:

You can add blocks to show:

  • Alerts Detected
  • Alerts Detected - Highest Frequency
  • Alerts Resolved
  • Alerts Resolved - Highest Frequency
  • Antivirus Coverage
  • Antivirus Threats
  • Asset Health Summary
  • Custom Field Counter
  • Remote Access
  • Support Tickets
  • Windows Update Coverage
  • Windows Update Statistics

Each Text Summary Block can be customized to show a specific period of time, different operating systems, types of alerts, and more.

Static Content

Static Content allows you to add a custom header and text anywhere within the report that you would like.

Static content can be used for explaining the section or group of sections in further detail or adding text to highlight severely outdated or underpowered assets, for example.

Page Break

The Page Break triggers a stop in the existing page of a PDF report regardless of how much data is present. This allows you to determine the look and feel of the PDF on a case by case basis.

Saving the Template

Once all the information has been added to the report template, press 'Save Template' at the top of the page to start applying the template to your customer's reports. If any sections need to be moved, they can easily be dragged and dropped using the bar on the far left:


List Summary Section

List Summary Section, AKA List Blocks, are meant to be customizable tables of data similar to what you can find currently on the main Asset Tab or the main Tickets Tab.

Start by adding the List Block to the template. Next you can choose from Asset, Contact or Ticket data to have in the section.

Next you will be get a popup that allows you to customize what information you want to have displayed in the section.

Note: It is possible to have multiple List Blocks on a report if you wanted.

Report Module: The data-set that will be used—Assets, Contacts or Tickets.

Module Title: Give the module a name.

Saved Asset Search: Optionally use Saved Asset Searches for specific list generation.

Asset Type: The type of Asset that will be used for results in the list.

Select Columns (Max 8): The number of columns that can be used in the section with a maximum of 8.

Add New Column: Column selector.

Sort By: Choose to sort by a specific data point.

Sort Order: Ascending or Descending sort order.

Limit to: Number of Assets that will be displayed in the list—anywhere from 5 to 500.


Running an Executive Summary Report

To run an Executive Summary Report, return to the main Report Builder screen. You can then select the customer and the report template to run:

Reports can be downloaded as a PDF, scheduled to run for a given time period, or saved as a favorite for quick viewing from the main reports page.