Executive Summary Report

The Executive Summary Report is a monthly, high-level report for clients. It highlights the value of the service and provides key performance indicators for all monitored devices.

Only devices that are monitored when the report is generated are included.

The report includes the following sections:

When you enable the Executive Summary Report, you can configure it to send an email automatically to selected clients on the 4th day of each month. The email includes a PDF attachment with performance data the previous month. You can also send the report manually to a client while viewing it.

You can Configure the Executive Summary Report Email Template to customize the email message.

If a client has no monitored devices, the report is not generated for that client.

Enable and configure the Executive Summary Report

In the All Devices view, do one of the following:

To enable the report for a single client:

Right-click the target Client in the Client List, then select Edit Client.
Select Executive Summary.

To enable the report for multiple clients:
- Go to Settings > Client Reports > Executive Summary Settings.

Select Enable at the top for one client, or enable for the target clients.
Enter email addresses in the Mail to: and CC to: email addresses.
(Optional) Select Auto Send to email the report automatically.
If you do not select Auto Send, you can send the report manually while viewing it.
Select OK to save the changes.

Multiple email recipients

You can separate multiple email addresses with commas or semicolons. Use only one type of delimiter in a list. Mixing commas and semicolons in the same list prevents email delivery.

Supported:

you@example.it, me@example.it, everybody@example.it
you@example.it; me@example.it; everybody@example.it

Unsupported:

you@example.it, me@example.it; everybody@example.it

If the descriptive name in the From address contains a comma, enclose the name in quotation marks. This also applies when using wildcards.

"Descriptive, name" <my@address.it> or "#ACCOUNT#" <my@address.it>

View the Executive Summary Report

In the All Devices view, go to Reports > Client Reports > Executive Summary Reports.
Select the Client, Year and Month. To view a sample , select Example Report from the Year or Month list.
Select OK to open the report PDF in the All Devices view
When viewing a report:
- Select Mail Templates to customize the email address.
- When viewing the Example Report, select Executive Summary Report Settings to enable and configure the report.