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Reporting with Syncro

Karla
  • Updated

Syncro offers multiple reports for every module.  In 2020 we included an Executive Summary to ease in reporting KPIs/OKRs.  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.

 

Reporting

 

Reports

  • Syncro offers reporting on almost all modules.  
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Executive Summary

Getting started

  1. From the Reports module, go to the Executive Summary Report Builder: 
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  2. From this page, you can choose to run the default report or 'Open Report Templates' to create and view new templates: 
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You can also mark any report as a favorite, or view it in PDF. 

 

Creating a New Report Template

  • From the New Report Template page, you can name the report and begin adding Report Elements. 
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  • 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, select '+ Insert Report Element' from the top and select which element you would like to add from the dropdown: 
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Example: 
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  • 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: 
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  • Each section allows for 3 blocks shown across and you can add as many blocks to that section as you would like:
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Scheduled Reports:

 

These reports can be sent automatically to Users and/or Customers.

  • From the Reports module, select "Scheduled Reports" 
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To create a New Scheduled Report:

  • Create a New Report Schedule:
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    1. Give the Scheduled Report a name
    2. Select the Report the date range
    3. Add the Frequency and the Next Run date
    4. Optional "Email Body":  If the report is being emailed, add text that will go in the body of the email
  • Customer Selection:
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    • Any customers selected here will get the report narrowed to their Customer data.
  • Internal Recipients:
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    • Anyone added here will get an email of the selected report.
    • "Internal Use Only" will only send the selected report to Users. The report will be narrowed to just the selected Customers.

Notes and Troubleshooting:

  • Using this slug will get all import results: /reports/import_results
  • If we don't offer a report a User needs, let the User know and make a feature request.
  • If we don't offer a report, sometimes it can be achieved by using the API: https://api-docs.syncromsp.com/
  • For additional reporting, Users can add Domo. This requires the Advanced Subscription of Syncro.
  • If a User says the report does include all needed data, check the report parameters to ensure they are including all the desired parameters.

 

Useful Links:

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