Kaseya Connect 2013: Custom Reports Made Your Way
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Want to see your top 10 ticket requests? How about the top 5 installed software applications? Did you want to group your open tickets report by Status or was it User? Make these choices and many others with the new Custom Reporting tools in Kaseya 6.3. Join us for this session as we highlight the formatting options and data sets available for you to create reports that map to your IT Services.
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Kaseya Connect 2013: Custom Reports Made Your Way
- 1. Custom Reports Made Your Way
- 2. Chad Gniffke Product Manager Aliso Viejo, CA Chris Gunn Director, Software Dev Henderson, NV
- 3. 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
- 11. 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
- 12. 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
- 13. www.kaseya.com What is a Name Value Part?
- 14. Sample NV Part Description Value # of Exchange Servers 5 IT Manager Clark Kent Managed Computers 117 # of Viruses Prevented 1,723
- 16. 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”
- 23. www.kaseya.com
- 26. 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
- 31. www.kaseya.com WANT MORE? COME SEE US IN THE LAB!
Notes de l'éditeur
- Chad
- Chad to transition into the start of the major pointsTalk about how copy settings requires manual assignment. New machine gets added, or an existing agent is uninstalled and reinstalled. You have to 1st know about it or stumble upon it, then you have to manually go and copy your base service template. Less accurate and more time consuming.
- Talking about
- Think about reports in 2 different ways. To distribute to customers and executivesAs a means to provide a higher level of quality control. You come in, in the morning and you have a report or 2 sitting in your inbox with a complete status of what is mort important to you.
- Think about reports in 2 different ways. To distribute to customers and executivesAs a means to provide a higher level of quality control. You come in, in the morning and you have a report or 2 sitting in your inbox with a complete status of what is mort important to you.
- I am going to walk you through building a report part. The example report part I will be building will pull all machines that have Microsoft Office installed. To start your report part, go to the info center tab > Report Parts page. Choose the Software Licenses report part under the Audit folder and click “New”, then choose “Table”.
- I named my report part “Microsoft Office Software” and left the text alignment and Text size at its default values. From here, the columns I chose where Machine Name to get the name of the machine, Group name to get the name of the group the machine ID is in, Product Name to get the name of the application, and the License Code of the application. I set the Aggregate option to NONE and I adjusted the Weight. By default the Weight of each column will be set to 10. The Weight is the width size of each column. You may need to do some trial and error before you get the size you want.
- Next, I ordered by Product Name so that applications can be listed in alphabetical order. I set the Group By to Group Name.
- For the Advanced Filters, I will be filtering by only those applications that are Microsoft Office. To verify how you should be filtering by product name, you can go to Audit tab > Software Licenses page and see how Kaseya is pulling in the names. I know that all Office products except Office 2010 starts with a product name of Microsoft Office, so in this case, I will filter how you see in the screenshot above. Microsoft Office, Office 2010. The comma is equivalent to the OR operation. So, it is looking for any product names that contain Microsoft Office or Office 2010. If you would add a SECOND line to the advanced filters with Product Name, then this is equivalent to the AND operation.From here, you can click FINISH to complete your report part and save it.
- Next, we will now create a Pie Chart report part to give us the total amount of machines with a certain edition of Microsoft Office. You will need to select the “Software Licenses” report part under the Audit folder and click the NEW button, then choose “Pie Chart”
- I named this report part “Microsoft Office Total” and left the Pie Chart Type options to the default ones. For Pie Chart category I chose PRODUCT NAME and for Pie Value I chose PRODUCT NAME with a aggregate value set to COUNT. This is because I want a total of Microsoft Office products installed. Since The Pie Category and Pie Chart are both set to Product Name, one of them must have an ALIAS name (or the report will give an error). I set the Value to have an alias name of TOTALI set the Order By to Machine Name since we want to have it count how many machines with a certain edition of Microsoft Office.
- Again, the advanced filtering will use Microsoft Office COMMA Office 2010 to pull only Microsoft Office products
- Expand the Audit folder in the Report Parts sections and then expand the Software Licenses portion. You will be able to see both report parts that you previously created. You will then need to drag and drop the report parts to the right hand side section. Using the “Expand” buttons, I expanded each report part to the right so that it can appear centered in the report.From here, I gave the report a name and clicked SAVED
- I then ran the report for all Organizations. As you can see, the pie chart gives us a total of machines that have a particular edition of Microsoft Office.The bottom half is the Table chart that displays what type of Microsoft Office edition a particular machine has installed.
- You also have the ability to create Report Templates off of report parts. You can do this by going to Info Center tab > Report Templates page, choosing the Audit folder and clicking on “ADD”. This will bring up the same window where you can drag and drop report parts. Once you save it, this means that this Report Template will always use these report parts.
- To use a report template, you would need to go back to Info Center > Reports page and select to create a new custom report. From here, you will be able to select the folder where you created your report template and it will be listed to the right hand side where it can be selected for use.
- In the next window, you will see that the report already has the report parts defined for you, which you can then simply SAVE and run the report.
- Think about reports in 2 different ways. To distribute to customers and executivesAs a means to provide a higher level of quality control. You come in, in the morning and you have a report or 2 sitting in your inbox with a complete status of what is mort important to you.
- Think about reports in 2 different ways. To distribute to customers and executivesAs a means to provide a higher level of quality control. You come in, in the morning and you have a report or 2 sitting in your inbox with a complete status of what is mort important to you.
- Chad