Overview
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
Report Builder Overview
Report Templates
New Report Template
Running a Report
Report Builder Overview
To get started creating a new Executive Summary Report, head to the reports page > RMM > 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, select '+ 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:
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.