Partner Care Troubleshooting
How to create an N-sight RMM Price Breakdown Report in Excel
To replicate the information that was previously available through the N-sight RMM Dashboard we have created an Excel pivot table to provide a breakdown of your clients and charges.
This procedure requires both the N-sight RMM Price Breakdown Report Pivot Table.xlsx and your invoice efile.
Simply copy the data from the efile into the pivot table to view and filter the results.
We have released this process as a short-term step while we further develop our long-term reporting solutions.
- N-able N-sight RMM
Download the invoice from the NRC
Log in to the billing portal at https://community.n-able.com/My-account/Billing
Select either the Paid Invoice or Outstanding Invoices tab
Select your 5-digit account number
Click the ellipses against the invoice you wish to create the report for and select Data Usage to download the efile
Download and open the files
Download the N-sight RMM Price Breakdown Report Pivot Table.xlsx
Launch Excel and open both N-sight RMM Price Breakdown Report Pivot Table.xlsx and the invoice efile
Copy the content from the efile
Go to the efile
Click the Select All button. Top row, first column
Copy the contents. From Home, go to Copy > Copy or right-click in the table and select Copy
Paste the efile content into the pivot table and view the report
Click on the Insert efile tab in N-sight RMM Price Breakdown Report Pivot Table.xlsx
Click into cell A1 (Account Name), then paste the copied contents from the efile. From Home, click Paste or right-click in the table and select Paste
Once the data has transferred, go to the Pricing Breakdown by Client tab
Click on the Data menu item
Click Refresh all to update the current worksheet
This will populate all sections of the report with the imported information from the worksheet
Depending on the volume of data copied from the efile, this process may take a few minutes to complete
From here, you can select your clients and view a breakdown of their costs across all the N-sight RMM features.
Wed 10 Aug, 2022