kaseya connect 2013: custom reports made your way

Custom Reports

Made Your Way

Chad GniffkeProduct Manager

Aliso Viejo, CA

Chris GunnDirector, Software Dev

Henderson, NV

Agenda

• What’s Possible

• How the system is designed

• What is a Dataset

• Datasets to Report Parts

• Name Value Parts

• Report Parts to Templates

• Cover Pages, Header, Footer

• Combining Legacy & New Reports

• What’s Coming Next

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Kaseya Reports

What’s Possible?

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The General

Design

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DATASETS

TEMPLATESREPORT PARTS

NAME VALUE PARTS

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What is a

Dataset?

Sample Datasets

Software Licenses

Computer Name

Operating System

Current Logged on User

Install Date

License Code

License Version

Publisher

Product Key

Product Name

Agent Status

Machine Name

Operating System

Current Logged on User

Online

Transition Time

Group Name

Last Logged on User

Time zone offset

Tooltip Notes

Simple Feature Request

Software Licenses

Computer Name

Operating System

Current Logged on User

Install Date

License Code

License Version

Publisher

Product Key

Product Name

Agent Status

Machine Name

Operating System

Current Logged on User

Online

Transition Time

Group Name

Last Logged on User

Time zone offset

Tooltip Notes

# of Missing Patches

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What is a

Name Value

Part?

Sample NV Part

Description Value

# of Exchange Servers 5

IT Manager Clark Kent

Managed Computers 117

# of Viruses Prevented 1,723

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Dataset to

Report Part

Dataset to Report Part

• Example: Pulling a list of Microsoft Office Applications

• Go to “Report Parts” and choose the “Software Licenses” report

part under the “Audit” folder

• Click “New” > “Table”

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Report Templates

• Once you build your report parts, you can use them in a report

template

• Report Templates can then be easily used to build custom

reports

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The Reporting

Ahha Moment!

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What’s in

The WORKS

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WANT MORE?

COME SEE US

IN THE LAB!